Net worth
£120,500
As at 2026-07-10
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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
£1,000
1 active goal
Unallocated after goals
£473
6.8% of income
This month at a glance
Summary from the Monthly Plan. Edit assumptions in Cashflow; upload and close months in Review.
Household income£6,983
Fixed commitments-£2,602
Variable spending targets-£2,908
Planned goal funding-£1,000
Unallocated after goals£473
Statement actuals
£0
Tagged goal deposits
£0
Uncategorised
£0
One-salary freedom
36%of monthly target
£889 reliableTarget £2,500/month
Goals in the plan
Only active real goals appear here.
Philippines holiday
0%Planned £1,000/month · 2026-12-01
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
£473
Savings/investments
£2,125
Pension planned
£0