Money Dashboard alternatives in 2026

Money Dashboard and Yolt have both closed, so anyone who still searches for them is looking for a place to rebuild what those apps did. They brought your UK accounts together in one view with spending sorted into categories and budgets on top. Emma and Snoop do much of that. Era does it through the assistants you already use, with a financial health view, a household and a document library as well.

What happened to Money Dashboard and Yolt?

Money Dashboard and Yolt have both closed their apps. If you kept an export of your transactions from either, it is worth finding, because it is the quickest way to bring your history into a new tool.

The best Money Dashboard alternatives

Emma brings almost every UK bank into one app, sorts spending and finds subscriptions. See Emma app alternatives.

Snoop connects the major UK banks and looks for savings on bills. See Snoop alternatives.

PocketSmith is the nearest to a classic budgeting dashboard with forecasting, and it is billed in dollars. See PocketSmith alternatives.

Era is the hub that Claude, ChatGPT and Gemini all connect to. Your accounts, net worth and household sit in one place, you ask questions in plain English, and the assistants share a memory.

How do I bring my old Money Dashboard history across?

Upload your exported file to Era's document library, which brings the transactions into a manual account, then connect your banks through open banking for live balances. Your older history and your new transactions sit side by side, and any assistant can answer questions across both.

What did Money Dashboard do, and what replaces each part?

Money Dashboard brought your UK accounts into one view, sorted spending into categories, let you set budgets and showed how things moved over time. Those four jobs are still done well by several tools, and the main choice is whether you want your own app screens or an assistant that answers questions about the same data.

• One view of every account. Emma and Snoop connect UK banks through open banking, and so does Era. Era also connects accounts in other countries, which helps if some of your money sits abroad.
• Spending sorted into categories. All of the tools sort spending automatically. In Era you can also ask why a category went up, and the assistant answers from your own transactions.
• Budgets and goals. Emma has budgets and goals, YNAB is built around a budget method, and Era lets you describe a budget or a goal to your assistant and keeps it in a memory that every assistant shares.
• A long view over time. Bring your old exports into Era and the history sits beside your new transactions, so you can compare this year with last.

How do the Money Dashboard alternatives compare?

Emma is the friendliest everyday app, Snoop is the one that looks for savings, PocketSmith is the planning tool, and Era is the hub your assistants read. The table puts the main differences next to each other so you can see which one matches the way you used Money Dashboard.

Can I get a dashboard feel without opening a dashboard?

Yes, and for many people it is the better way to work. A dashboard shows everything and leaves you to find what matters. An assistant connected to Era reads the same accounts and tells you what matters, then lets you ask the next question in the same conversation.

You might ask for a summary of last month, a list of everything that repeats on your cards, or a comparison of this quarter with the same quarter last year. Era also shows your financial health in figures, with the measures behind them and the analysis that explains what is moving them, so there is still a number to look at when you want one.

Can I rebuild my budgets and categories?

Yes. Start by exporting what you can from the old app, even if it is only a file of transactions, and add it to Era's document library so that it becomes a manual account. Then connect your banks and ask your assistant to propose categories and a monthly budget from your real spending, which you can correct in plain English.

Because the memory is shared between assistants, a correction you make in Claude, such as telling it that a monthly payment is rent and not a subscription, is already known by ChatGPT and Gemini. Rules you describe once keep sorting new transactions as they arrive, so you do not rebuild the same categories every few months.

What should I look for when choosing a replacement?

Choose by the question you ask most often, not by the length of the feature list. If your question is "where did the money go?", any of the apps above answers it. If your question is "what should I do next?", the useful tool is the one that can read your accounts and then talk to you about them.

Three practical checks are worth making before you commit. First, make sure the tool connects to the banks you actually use, through open banking, so that balances update without typing. Second, look at where your history will live, since a tool that cannot take an old export means starting again from zero. Third, think about who else needs to see the figures, because a partner or housemate is easier to include on day one than on day ninety.

Era passes all three: it connects UK banks through open banking, it takes exports and statements into its document library, and its shared spaces are there from the start. It also works with the assistants you already use, so there is no new app to learn before you can ask your first question. If you already use Claude, ChatGPT or Gemini for work or study, the same chat window becomes the place where you ask about your money as well, and the answers arrive in the language you already use.

What about sharing with a partner?

Money Dashboard was mostly a single-person tool, and sharing is one place where the newer tools have moved on. Era's shared spaces let you and a partner or housemates show chosen balances in one view, split a cost, mark it as paid and undo it.

Each person decides what goes into the space. Everyone sees the same figures for whatever has been shared, and anything you have not shared stays private. Your assistants can then answer questions about the shared view, such as how much the household spent on bills this month and who paid what.

Era connects accounts across the US, the UK, Canada, France, Germany, Spain, and 40+ countries in all, and the pricing page shows what each plan includes.