The platform appears to be just what I am looking for. I love that you include rental property in the dashboard. When I attempt to set up a bank account I have run into a roadblock. The "sort code" field is required and US banks do not have a sort code. Also, the bank and branch are not able to be filled in manually. Any work around to these international road blocks? I bought tier 3 and I will be so disappointed if this software won't work for me. Thank you!
A: Hi there, you absolutely can use as an American! When you go to set up an account if you change the currency at the top to 'US Dollar' then the sort code will no longer be mandatory and the bank name and branch name can be filled in manually. I hope this helps 😊
A: Hey, great question and yes absolutely! Any account can be stored in any currency you choose and we have automatic conversion in place so you can also see your total net worth in a chosen single currency 😊
A: Hi there Reg, sorry for the delay in replying. We currently have the following banks you can connect to in Australia. Any others we can make a request and can be added manually in the meantime to ensure your complete financial picture.
AMP Auswide bank Bank Australia Bank of Melbourne Bank of Queensland Beyond Bank Capricornian bank Commonwealth Bank Defence Bank First Option CU Greater...
I’ve recently purchased the lifetime deal (Tier 2) and connected my NatWest accounts successfully. I can see the account names and current balances, which is great — but I can’t find any way to view the actual transactions.
I’ve clicked the eye icon on the Assets page, but there doesn’t seem to be a transactions section or any list of recent activity.
Please could you confirm whether transaction viewing is supported, and if so, how I can access it?
A: Thank you so much for reaching out, and I really appreciate you giving Know Your Dosh a try!
At the moment, transaction-level viewing is not yet available, which is why you're not seeing individual line items from your NatWest accounts. That said, I completely understand how important this is especially for reconciliation.
The good news is, our team is actively working on this feature, and...
Q: Sounds just waht I am looking for however based on a previous answer it appears too small?
I have 45 stocks and 35 crypto assets, no property yet so tracking 80 assets won't fit into the program?
Share Know Your Dosh
Q: Can an American use this software?
The platform appears to be just what I am looking for. I love that you include rental property in the dashboard. When I attempt to set up a bank account I have run into a roadblock. The "sort code" field is required and US banks do not have a sort code. Also, the bank and branch are not able to be filled in manually. Any work around to these international road blocks? I bought tier 3 and I will be so disappointed if this software won't work for me. Thank you!
101961543506267237413
Jul 9, 2025A: Hi there, you absolutely can use as an American! When you go to set up an account if you change the currency at the top to 'US Dollar' then the sort code will no longer be mandatory and the bank name and branch name can be filled in manually. I hope this helps 😊
Share Know Your Dosh
Q: Multi-Currency
Can it support tracking multiple currencies? 🙏🙏🙏
101961543506267237413
Jun 11, 2025A: Hey, great question and yes absolutely! Any account can be stored in any currency you choose and we have automatic conversion in place so you can also see your total net worth in a chosen single currency 😊
Share Know Your Dosh
Q: banks in au for livefeeds
do you have a list of Australian banks connectable?
101961543506267237413
Jun 9, 2025A: Hi there Reg, sorry for the delay in replying. We currently have the following banks you can connect to in Australia. Any others we can make a request and can be added manually in the meantime to ensure your complete financial picture.
AMP
Auswide bank
Bank Australia
Bank of Melbourne
Bank of Queensland
Beyond Bank
Capricornian bank
Commonwealth Bank
Defence Bank
First Option CU
Greater...
Share Know Your Dosh
Thanks that is great
Q: Transaction View
I’ve recently purchased the lifetime deal (Tier 2) and connected my NatWest accounts successfully. I can see the account names and current balances, which is great — but I can’t find any way to view the actual transactions.
I’ve clicked the eye icon on the Assets page, but there doesn’t seem to be a transactions section or any list of recent activity.
Please could you confirm whether transaction viewing is supported, and if so, how I can access it?
Thanks in advance for your help.
VarunAggarwal_KnowYourDosh
May 20, 2025A: Thank you so much for reaching out, and I really appreciate you giving Know Your Dosh a try!
At the moment, transaction-level viewing is not yet available, which is why you're not seeing individual line items from your NatWest accounts. That said, I completely understand how important this is especially for reconciliation.
The good news is, our team is actively working on this feature, and...
Share Know Your Dosh
Thanks for upfront reply, really appreciate it.