Review month
August 2026
Active review month
Monthly review
Monthly review workflow
Upload statements or snapshots, check the data is complete, correct any transaction tags, then create the month-end snapshot.
Data checks
3/6
Freshness and tagging checks
Month-end status
Create snapshot
August 2026 review
After full plan
-£375
3/6 data checks complete
Review to-do list
Light data freshness checks. Any format is fine as long as transaction data is extracted and feeding the plan.
Andy monthlyMonthly data covers 2026-08.Done
Jaybee monthlyUpload or import Jaybee's 2026-08 monthly data.To do
Andy latest weeklyAdd Andy's latest weekly transaction data for week ending Sunday 2026-08-23.To do
Jaybee latest weeklyAdd Jaybee's latest weekly transaction data for week ending Sunday 2026-08-23.To do
Allocate untagged transactionsEvery uploaded transaction is mapped to a spending pot or internal transfer.Done
Connect finance memosNo quick-captured finance memos are waiting for transactions.Done
Snapshot previewHidden for now. We will come back to this after user testing.Show
Net worth
£120,500
Accessible net worth
£500
Available cash
£500
Monthly outgoings
£4,754
Tagged goal deposits
£0
Uncategorised outgoings
£0
Runway
0.1 months
Freedom
11.6%
Completion is disabled in this stage because some required household values are intentionally missing. The next iteration should persist this snapshot after the missing-input checks are resolved.
Smart statement and snapshot upload
Upload a PDF statement, CSV export or screenshot. PDFs are treated as monthly statements, images as dated snapshots, and CSVs are dated from their transaction rows.
Recent uploads (8)Show
Andy - Monthly statement
2026-07-13 to 2026-08-10 - 2026-08-10_Statement.pdf
0 new rows, 84 duplicate rows ignored.
Andy - Transaction export
2026-08-03 to 2026-08-14 - TransactionHistory.csv
40 new rows, 0 duplicate rows ignored.
Jaybee - Monthly statement
2026-07-01 to 2026-07-30 - Monzo_bank_statement_2026-07-01-2026-07-31_8267.pdf
191 new rows, 52 duplicate rows ignored.
Andy - Monthly statement
2026-07-01 to 2026-07-31 - TransactionHistory.csv
39 new rows, 40 duplicate rows ignored.
Andy - Transaction export
2026-07-10 to 2026-07-13 - TransactionHistory (2).csv
0 new rows, 11 duplicate rows ignored.
Andy - Transaction export
2026-07-13 to 2026-07-17 - TransactionHistory (1).csv
17 new rows, 0 duplicate rows ignored.
Andy - Monthly statement
2026-06-11 to 2026-07-10 - statement 2 - july.pdf
67 new rows, 10 duplicate rows ignored.
Andy - Monthly statement
2026-05-11 to 2026-06-10 - statement 1 - june.pdf
70 new rows, 0 duplicate rows ignored.
Review in progress
August 2026 month-end review
Create a month snapshot after the statement checks are complete. Then Andy and Jaybee lock it as the final read-only record.
August 2026 is now the active review month. Keep uploading weekly or statement data as it arrives; the month-end snapshot will become available after the month has finished.
Monthly statement archive
Record of monthly statements held locally. Uploaded source files are linked so they can be opened again later.
| Person | Period | File | Rows | Status |
|---|---|---|---|---|
| Andy | 2026-07-13 to 2026-08-10 | 2026-08-10_Statement.pdf | 84 | Extracted |
| Andy | 2026-07-01 to 2026-07-31 | TransactionHistory.csv | 79 | Extracted |
| Jaybee | 2026-07-01 to 2026-07-30 | Monzo_bank_statement_2026-07-01-2026-07-31_8267.pdf | 243 | Extracted |
| Andy | 2026-06-11 to 2026-07-10 | statement 2 - july.pdf | 77 | Extracted |
| Jaybee | 2026-04-01 to 2026-06-27 | Bank Statement_1Apr-28Jun_Jaybee.pdf | 345 | Extracted |
| Andy | 2026-05-11 to 2026-06-10 | statement 1 - june.pdf | 70 | Extracted |
Closed months
Each locked month is frozen as read-only history — like a preserved spreadsheet tab. Open one to see its Target vs Actual as it stood at close.