Review month
September 2026
Active review month
Upload bank transactions
CloseMonthly 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
1/4
Freshness and tagging checks
Month-end status
Create snapshot
September 2026 review
After full plan
£473
1/4 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 latest weeklyAdd Andy's latest weekly transaction data for week ending Sunday 2026-10-25.Upload →Jaybee latest weeklyAdd Jaybee's latest weekly transaction data for week ending Sunday 2026-10-25.Upload →
Allocate untagged transactionsEvery uploaded transaction is mapped to a spending pot or internal transfer.Done
Connect finance memos1 captured memo still waiting for matching statement rows.Allocate →
Captured finance memos
Receipt notes that are waiting for statement rows, including PayPal payments that need context.
48.60 amount
2026-09-19 - £48.60
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
£4,385
Tagged goal deposits
£0
Uncategorised outgoings
£0
Runway
0.1 months
Freedom
35.5%
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 (0)Show
No uploads yet.
Overdue review
September 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.
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 | 2026-06-11 to 2026-07-10 | Imported baseline record - no source file saved | Summary only | Imported |
| Andy | 2026-05-11 to 2026-06-10 | Imported baseline record - no source file saved | Summary only | Imported |
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.