Moneybox

An outline of the various methods you can use to add funds to your account(s) with us 💸

How can I pay into my account(s)?

Outlines the reasons payments can be on hold plus how to unpause and get started again.

How do I unfreeze my payments?

An overview of the timings of our weekly payment cycle.

How does the Moneybox collection cycle work?

An overview of how easy bank transfers work for all of our accounts.

Easy bank transfers: How do they work?

An outline of how interest for our cash accounts is calculated, and when it is paid.

When is interest paid?

Where to check and change your weekly payment settings in the app.

How can I change my payment settings?

Information on how to cancel an in-progress weekly collection.

Can I cancel my weekly collection?

Your 'upcoming collection', and how to change it, explained.

What does ‘upcoming collection’ mean?

Some detailed troubleshooting steps that may help if you're having issues making an easy bank transfer.

Troubleshooting issues with easy bank transfers

Outlines the reasons easy bank transfers may not be available for your account

Why aren't easy bank transfers available for me?

How to use our manual bank transfers feature to send a payment to Moneybox from your linked bank account

How do I send money from my bank account using manual bank transfers?

When to expect your manual bank transfer to be added to your balance.

How long do manual bank transfers take?

Troubleshooting for payments made via manual bank transfer.

Why isn’t my manual bank transfer working?

How can I pause recurring payments?

Can I use a joint bank account to pay in?

What should I do if I think I've exceeded my ISA/LISA allowance?

When is money added to my Notice Account?

What happens to my ISA/LISA when the new tax year begins?

Paying in

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A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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