Dashboard

Welcome back, John. Here's your financial overview.

Total Balance
£84,230
↑ +3.2% this month
Monthly Spending
£2,847
↓ -8.1% vs last month
Savings Rate
24%
↑ On track for goal
Spending Breakdown
£2,847 This month
Housing £997 35%
Groceries £512 18%
Transport £342 12%
Dining Out £285 10%
Subscriptions £228 8%
Other £483 17%
Investments
£38,200
↑ +£1,420 (3.9%) YTD
View portfolio →
Shares
£8,742
↓ -£486 (-5.3%) today
View shares →
Pensions
£287,450
↑ +£14,820 (5.4%) this year
View pensions →
Top Recommendations
View all →
💡
High Impact
Max out your ISA before April
£12,400 of your 2024/25 ISA allowance remaining. Use it before 5 April.
⚡ Potential tax saving: £620/yr
💳
High Impact
Clear your credit card balance
Your Amex has a £1,247.60 balance costing ~£18/month in interest.
⚡ Save £216/yr in interest
Recent Transactions
🛒
Tesco Superstore
Today · Groceries
-£67.43
🚂
Trainline — Lancaster to Manchester
Today · Transport
-£18.90
🍕
Domino's Pizza
9 Feb · Dining Out
-£24.99
Shell — Carnforth Services
9 Feb · Fuel
-£58.02
🛒
Sainsbury's
8 Feb · Groceries · Barclaycard
-£54.18
📺
Netflix
7 Feb · Subscriptions
-£10.99
🛍️
Amazon Marketplace
7 Feb · Shopping
-£124.99
💷
ACME Engineering Ltd — Salary
5 Feb · Income
+£2,680.00