Net worth
£120,500
As at 2026-07-10
Home
Good afternoon, Andy.
The at-a-glance dashboard: monthly position, goals, property, savings and any data checks that need attention.
Private local baseline · 2026-07-10
Available cash
£500
1 cash account
Goal funding
£1,750
2 active goals
Unallocated after goals
-£375
-5.2% of income
This month at a glance
Summary from the Monthly Plan. Edit assumptions in Cashflow; upload and close months in Review.
Household income£7,254
Fixed commitments-£2,621
Variable spending targets-£3,258
Planned goal funding-£1,750
Unallocated after goals-£375
Statement actuals
£1,972
Tagged goal deposits
£0
Uncategorised
£0
One-salary freedom
12%of monthly target
£289 reliableTarget £2,500/month
Goals in the plan
Only active real goals appear here.
Philippines holiday
0%Planned £1,000/month · 2026-12-01
Outside office
0%Planned £750/month · 2026-10-01
Property, savings and pension
Latest confirmed values and their valuation dates.
Cash and savings
Valued 2026-07-10
Accessible investments
Needs a confirmed value
Pensions
Valued 2026-07-10
Property assets
Valued 2026-07-10
Planned cash change
-£375
Savings/investments
£2,875
Pension planned
£0