Finance · JARVIS

Liquid Net Worth

£227,860

Excl. house & pension

Total Net Worth

£686,274

Incl. house & pension

Avg Monthly Income

£12,964

All accounts · last 12m

Avg Monthly Spend

£6,212

All accounts · last 12m

Joint Income

£1,916

Joint account · avg 12m

Joint Spend

£3,803

Joint account · avg 12m

Cash & Savings

£73,600

Liquid cash holdings

Investments

£154,952

ISAs & portfolios

Income vs Spending

Last 12 months

Spending by Category

Last 12 months

Account Balances

Top Spending Categories

True Cost of Living

—

Avg monthly spend · 12m

Avg Monthly Income

—

Joint account + cards · 12m

Last Month Income

—

Joint account + cards

Last Month Spend

—

Joint account + cards

View:

Income vs Spending

Joint account + cards

Monthly Spend Trend

18 months

Spending Split

True Cost of Living

—

12m monthly average

Joint Account

—

12m monthly average

Credit Card

—

12m monthly average

CC as % of Spend

—

12m average

Monthly Spend — CC vs Joint

Last 12 months · click a bar to drill down

Spending by Category

Year:

Category Detail

Year:

Income Breakdown

Expense Breakdown

Click to drill down

Year-on-Year Comparison

Biggest Commission

—

Single payment

Avg Commission

—

Per payment

Total Holiday Spend

—

All years

Total Christmas Spend

—

All years

Commission by Quarter

Salary + commission from 2020

Holiday & Christmas Spend

By year from 2020

Liquid Net Worth

£227,860

Excl. house & pension

Total Net Worth

£686,274

Incl. house & pension

House Value

£400,000

Estimated

Pension

£199,969

V1 UK pension

Mortgage

£169,185

Outstanding balance

Other Liabilities

£692

Credit cards & loans

Cash & Savings

£73,600

Liquid cash holdings

Investments

£154,952

ISAs & portfolios

Net Worth Composition

Asset Breakdown

Cash & Savings

Investments & ISAs