Income
Salary, claims, and any other income this month
| Description | Type | Day | Amount | Notes | |
|---|---|---|---|---|---|
| Total income | £0.00 | ||||
| Income remaining (debit only) | £0.00 |
Expenses
Monthly outgoings, day-to-day spending, and credit card purchases
| Description | Type | Day | Amount | Running | Notes | |
|---|---|---|---|---|---|---|
| Total expenses | £0.00 | |||||
| Running total (spending & CC payments) | £0.00 | |||||
| Total debit card expenses | Debit | £0.00 | ||||
| Total credit card expenses | Credit Card | £0.00 |
Standing orders & subscriptions
Total feeds automatically into the "Standing orders" expense row
ℹ The total of this table feeds into any expense row named Standing orders. Add that row under Expenses → Monthly.
| Description | Day | Amount | Notes | |
|---|---|---|---|---|
| Total standing orders | £0.00 |
Repayments
Money others owe you
| Person | Amount owed | What for |
|---|
Purchases
Planned or recent one-off items and services
| Item / service name | Cost | Notes |
|---|
Annual Subscriptions
Yearly costs — auto-calculates your monthly savings target with a £5 buffer rounded to the nearest £5
Expense type
ℹ Subscriptions sourced from Annual Subs Savings feed the monthly savings target below. This auto-populates an Annual Subscriptions expense row in the Expenses tab (cost ÷ 12, +£5, rounded up to nearest £5) using the expense type selected above.
| Subscription name | Day | Month | Annual cost | Savings source | Notes | |
|---|---|---|---|---|---|---|
| Total all subscriptions | £0.00 | |||||
| Total — Annual Subs Savings | £0.00 | |||||
| Monthly savings needed | £0.00 | (÷12, +£5, round up to £5) | ||||
| → Expenses row value | £0.00 | Auto-populates "Annual Subscriptions" |