What's the best all-round Online Money Management site (better than Money Dashboard)?

brymbo76

I find that a website that shows me all my savings accounts and current account is a very handy tool to use.
Money Dashboard has never been compatible to display savings accounts I have with the Coventry Building Society.
They also no longer support The Co-Operative Bank who I have my Current Account with.
I also have savings accounts with Metro Bank, Vanquis Bank and Virgin Money.
They support Virgin Money but not Metro or Vanquis.
I also have a credit card with Creation which I don't think they support either.

Are there any Money Manager websites that cover most or even all of those?
Hope somebody can let me know if I can sign up with a better site than Money Dashboard so I can delete my membership with them.
Thanks.

colsten

There are a few apps about that you might want to have a look at. Though the downfall of most/all of them is that they don't support all the account you might hold. I think in the case of Coventry, the problem is that Coventry don't [yet] support the Open Banking API that is needed by those Aggregators.

As I have mentioned elsewhere, I have tried lots of them and found them all wanting. There used to be one (Account Unity) which was near perfect but it's died a death as a result of Open Banking requirements. I track my accounts manually in AceMoney, which is similar to MS Money, and periodically log into my accounts to reconcile with AceMoney. The vast majority of my accounts have got apps, and I find it very fast and straight-forward to track them all. The few that don't have apps (Coventry again!) I have to log in online but I have that supported by a password manager so it is also relatively straight forward. And much, much faster than the likes of Money Dashboard are - - - I found them all appallingly slow, and the user interface on all of them is way over the top. I am amazed that none of them seems to have managed to just create a simple list with account name and balance, from which the user can then drill down for further details if wanted.

One of the most complete ones I have come across is Yolt, though I doubt they support all the outliers you mentioned, for the reason given above.

Good luck. Please report back if you find something that better meets your needs.

brymbo76

Thanks for that information.
I've just been onto the Yolt site but I should've mentioned that I would prefer to view my different accounts on their website on my laptop rather than downloading yet another app on my phone so Yolt isn't going to work for the reasons I wish to use a Money Manager service.
So if there's a better one which can be used on a computer rather than a mobile phone app, then that's how I wish use to use such a service. Thanks.

DireEmblem

I understand your view.  I still use moneyDashboard, but only to monitor what I spend my spare cash on.  Have you considered using a spreadsheet to monitor the rest your finances, that way you can customise it how you like, and its free?

I use different bank pots, and generally try and run them at a flat balance with a small buffer.  I don't really need to do any analysis on them, just monitor the buffer is reasonable, and adjust any direct debits accordingly.

Another advantage of a spreadsheet - if you hold stocks/shares/funds, you can automatically update the valuation in a spreadsheet.

brymbo76

I'm not very technical when it comes to using spreadsheets using mathematical equations.
Is it possible to set up a spreadsheet so that when my savings accounts increase in amount each month when interest is added each month or when an amount is added to a regular saver account from my current account, can I set up a spreadsheet so that those amounts of interest/regular saver deposits will also be updated in the spreadsheet and on the correct day of each month every month for each account?
If so, how do I do this? I don't use Excel, I only have Libre Office's free version of it called Libre Office Calc.
Hope you can help.
Thanks.

colsten

You will have to update your spreadsheet manually. There is no automatic update when the balances of your accounts change.

DoDa

I have been using “Accounts Pro” since 2013 and although you have to enter all your transactions manually I find it a extremely good at helping me budget and analysis my spending in the categories I choose. The app is on my iPhone and iPad, which syncs automatically, and once a week I reconcile the transactions on my iPad using my iPhone to log into my various accounts.