Live Snapshot
Sync
5 Aug 2026
Liquid NW
£225,364
Stark Operations Suite · Wealth
Finance
BL // Jarvis
Overview
Cash Flow
Categories
Insights
Net Worth
Liquid Net Worth
£225,364
Excl. house & pension
Total Net Worth
£682,212
Incl. house & pension
Avg Monthly Income
£12,964
All accounts · last 12m
Avg Monthly Spend
£6,212
All accounts · last 12m
Joint Income
£1,881
Joint account · avg 12m
Joint Spend
£3,641
Joint account · avg 12m
Cash & Savings
£70,354
Liquid cash holdings
Investments
£159,514
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:
Last 12 Months
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
Total Spend
—
—
Joint Account
—
—
Credit Card
—
—
vs 12m Avg
—
—
Joint — Category Breakdown
CC — Category Breakdown
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
£225,364
Excl. house & pension
Total Net Worth
£682,212
Incl. house & pension
House Value
£400,000
Estimated
Pension
£199,969
V1 UK pension
Mortgage
£168,738
Outstanding balance
Other Liabilities
£4,504
Credit cards & loans
Cash & Savings
£70,354
Liquid cash holdings
Investments
£159,514
ISAs & portfolios
Net Worth Composition
Asset Breakdown
Cash & Savings
Investments & ISAs