💰 Personal Finance Dashboard

Updated: 17 Mar 2026 16:57
Overview
Cash Flow
Spending
Categories
Net Worth
Liquid Net Worth
£185,168
Excl. house & pension
Total Net Worth
£613,896
Incl. house & pension
Liquid Assets
£187,830
Cash + Investments
Savings Rate (12m avg)
29.5%
Income kept
Avg Monthly Income
£12,624
Last 12 months
Avg Monthly Spend
£8,902
Last 12 months

Income vs Spending — Last 12 Months

Spending by Category — Last 12 Months

Account Balances

Top Spending Categories

Income vs Spending

Savings Rate %

Category Breakdown

Category Detail

Spending Trend by Category (5 Years)

All Categories

Subcategories

Subcategory Trend

Liquid Net Worth
£185,168
Excl. house & pension
Total Net Worth
£613,896
Incl. house & pension
House Value
£400,000
Pension
£175,010
Mortgage
£171,699
Other Liabilities
£2,662

Liquid Accounts

Investment Accounts

Total Asset Allocation