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125%
Raised
£1,250,380
Investors
1581
Target
£1,000,000
Equity
9.01%
Pre-money valuation
£12,620,989

Money Dashboard is the UK’s leading personal finance management app and empowers over 100,000 people to make better financial decisions and achieve their goals. The company is backed by Calculus Capital, the Best EIS Fund Manager 3 years running.

  • Won Best Personal Finance App at British Bank Awards
  • Attracted over 100k users already
  • Secured landmark distribution deal to reach 7m new users
  • Also backed by former executives at Deutsche Bank and Barclays Wealth
Information New milestone - Money Dashboard has reached over 110% of its target

Idea

Money Dashboard is established as the UK’s leading personal financial management app, serving over 100k consumers, and won the 2017 British Bank Award for best personal finance app.

32m adults in the UK regularly bank online, but very few feel in control of their finances. In fact, 19m report that they do not have an approach to budgeting that they feel works (Money Advice Service, 2015). Money Dashboard is designed to fill this gap.

It does so by pulling in bank statement data from any account across any UK bank. It then automatically organises the spending data. Armed with this insight, alongside budgeting and forecasting tools, customers have the TrueView™of their finances, and are able to make better decisions on how to spend their money.

The company generates revenue by creating insightful market research from anonymised bank statement data, for example, by helping hedge funds predict revenue announcements of listed companies. Money Dashboard has very quickly gained traction with its target market, and counts the world’s most prestigious asset managers as subscribers.

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Risk warning

Investments of this nature carry risks to your capital, including illiquidity, lack of dividends and dilution. Balance risk with a diversified portfolio. Read more. Approved as a financial promotion by Crowdcube Capital Limited, which is authorised and regulated by the Financial Conduct Authority.

Investment opportunities are not offers to the public and investors must be eligible Crowdcube members. Further restrictions and Crowdcube's limitation of liability are set out in the Investor Terms and Conditions. Please seek independent advice as required as Crowdcube does not give investment or tax advice.

Money Dashboard has been given advance assurance by HMRC that the proposed share issue is likely to qualify for Enterprise Investment Scheme (EIS) tax relief.

Tax relief is available to individuals only, with income tax relief currently set at 30 per cent of the cost of the shares for the tax year in which the investment was made. The tax reliefs can also reduce your Capital Gains Tax bill. Read More.

Availability of tax relief depends on your individual and the company’s ongoing circumstances and applicable law.