How it works
Know Your Dosh links your family’s bank accounts, property, pensions and investments into a single dashboard everyone can see. No spreadsheets, no chasing screenshots, no one person carrying the whole picture in their head. Here’s how it works.
No spreadsheets, no jargon, no lectures. Most families are set up in under ten minutes.
1
Connect bank accounts securely, or add property, pensions, investments and loans yourself. Everything money, one login.
2
Share as much or as little as you’re comfortable with. You decide who sees what: partner, parents, kids or your adviser.
3
One clear dashboard of what’s secure, what needs attention and what’s been forgotten, so money conversations get easier.
Each part of Know Your Dosh works on its own, together, they give your family the full picture.
Every account, property and pension in one place and what it all adds up to.
Set budgets the whole household can see, and keep them without nagging.
See where the money actually goes each month, no spreadsheet required.
Mortgages, loans and renewal dates tracked, so nothing catches you out.
Registered with the Financial Conduct Authority, so your family’s data is handled to UK banking standards.
AES-256 and 256-bit SSL encryption plus two-factor authentication protect everything you add.
We never store your bank credentials and can never move your money. Your data, your eyes only.
Yes. Every family member gets their own permission level, so you decide who sees full detail and who sees a summary.
No. Connections run through Moneyhub, an FCA-regulated Open Banking provider, and access is read-only. Your login details never touch our servers.
Under ten minutes for most households. Add your accounts, invite your family, and you’re looking at your numbers together the same day.
Yes, any time. Removing an account from Know Your Dosh doesn’t affect the account itself, only what we can see.
Free to start. No card needed.
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