Andy
Outside office
0%
2026-10-01
Monthly plan£750
Remaining£2,000
The plan has positive monthly surplus after the baseline commitments.
Goals
Immediate money goals
Short-term goals come first because they need monthly action. Longer life-planning markers sit lower down as context.
on track
Jaybee
Philippines holiday
0%
2026-12-01
Monthly plan£1,000
Remaining£6,000
The plan has positive monthly surplus after the baseline commitments.
Add a short-term goal
Click to add a goal. The Philippines holiday is pre-filled as a starting point.
Add goal
Add a short-term goal
Click to add a goal. The Philippines holiday is pre-filled as a starting point.
Edit saved goals
Changes and deletes update Plan, Cashflow, Review, Scenarios and Home.
Philippines holidayJaybee · 2026-12-01 · £1,000/monthClick to edit
Outside officeAndy · 2026-10-01 · £750/monthClick to edit
All goal checks
Andy: Outside office
on track
0%
2026-10-01
The plan has positive monthly surplus after the baseline commitments.
Planned £750/month
Remaining £2,000
Jaybee: Philippines holiday
on track
0%
2026-12-01
The plan has positive monthly surplus after the baseline commitments.
Planned £1,000/month
Remaining £6,000
Longer-term freedom
12%of one-salary target
Reliable income£289
Target£2,500/month
Excluded by design
- Salary income
- Home equity
- Pensions before accessible age
- Prospective property income
Life timeline
Optional future-thinking list. Open a row to edit it, change its order, or remove it entirely.