Introduction
Offline accounts are our way of allowing you to add extra financial items to your Money Dashboard Neon account. This is especially useful for international banks and providers, or account types that Money Dashboard Neon doesn't support just yet.
When should I be using an offline account
Types of offline account supported on Money Dashboard Neon
How to create an offline account
Can I add transactions to an offline account?
Topic Area
Offline account
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
When should I be using an offline account
Offline accounts allow us to add information to your Money Dashboard Neon account that is either from:
- Unsupported accounts such as mortgages, loans and investments
- Accounts that don't have an online banking facility
- Cash in Hand
- Private Loans/Debts
- The value of assets
Types of offline accounts supported on Money Dashboard Neon
Currently you can choose from the following types of accounts to add as an offline account:
- Savings goal
- Saving account
- Current account
- Credit card
- Pension account
- Investment account
- Personal loan
- Mortgage
- Investment account
Can I add transactions to an offline account?
At the moment we do not yet support manual adds of transactions against an offline account. However we are taking this is into consideration and monitoring overall demand for this functionality as the team works on improving the application.