Finance

Planner

A completely FREE tool for managing your personal finances

Create a budget

to control your spending

Build a plan

for a better future

Track your progress

and make adjustments

Start by creating a budget

Use the budget tool to visualise your obligatory spending

The first step of taking control of your finances is to understand where your money is going every month. The Finance Planner lets you categorise your spending and provides you with a clear view of your monthly outgoings.

Your budget

Debt

£250

Savings

£300

Bills

£750

Living costs

£250

Discretionary

£350

Monthly savings contributions £817.85

Pension contributions £250.00

Help to buy ISA £600.37

Stocks and Shares ISA £310.95

Total savings balance £21,081.49

Advance by making a plan

Set clear goals of what you want to achieve

Once you have a clear view of your spending, you can create a plan to outline your goals. The Finance Planner provides you with the option to break down your spending even further, set targets for where you want to be and how fast you want to get there.

Track your spending

Find all of your spending, debt and savings information in one place

The Finance Planner includes a dashboard where you can see track real time how much you have spent for the month, how your savings are performing.