App update: To-do list and account linking

The OpenMoney team

September 11, 2020

We first launched the OpenMoney app in April 2019 and we’ve spent the past 18 months listening to user feedback on how we can improve the app and make managing your money a doddle.

We’re excited to announce that we recently released the newest version (v3.2.0) of the OpenMoney app that has some cool new features and improvements to your experience! We’ve introduced a new feature called the ‘To-do list’ that helps you create an accurate and complete financial picture and we’ve streamlined our onboarding and account linking process to give users access to our money management tools quicker. Read more about the new features below.

To-do list

We know that having all your accounts in one place makes it easier to organise your money and see what’s what. Now all of the OpenMoney app features are easy to see in our new to-do list tool! Here’s how it works.

Once you’ve linked a current account and logged-in to the OpenMoney app, the first thing you will see is a ‘To do list’ feature in the Home tab. The to do list introduces some of the useful functionality within the app such as budgeting, categorising transactions and setting up your regular payments whilst also prompting you to add additional accounts such as savings accounts, credit cards and pensions and investments.

By completing the to do list you are creating a complete financial picture of all of your accounts whilst also practicing good money management by setting budgets and organising your spend. Completing the to do list also allows us to get to work on analysing your accounts and seeing where you can be making your money work harder!

Download the OpenMoney app on iOS and Android and try out our new feature!

The OpenMoney To Do List

Linking accounts

In February we announced our partnership with Moneyhub who provide us with an Open Banking functionality to allow you to securely connect your financial accounts. We‘ve further refined the user journey to make it even easier to connect your accounts and we also now can link digital banks such as Monzo and Starling.

Open Banking allows us to safely and securely connect to your bank accounts without you needing to remember your details. So no more faffing with codes and numbers you can’t remember – but still completely safe and secure. The OpenMoney app prompts you to open your banking app and creates a connection between them both, all in the touch of a few buttons.

The streamlined onboarding allows you to connect your account quicker and get access to some of the brilliant in-app features.

Keep your eyes peeled for more feature announcements on the OpenMoney app.