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Personal budgeting — this page is not linked from the main site.

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Household budget

Track what you each hold individually and what you share together — enter figures from bank apps or statements.

Bills due soon

Latest snapshot

Recurring bills

Add bill

Name Whose budget Amount (£) Due day Frequency Paid from Category

Savings pots

Add / update pot

Name Whose Balance (£) Balance as of Target (£) Monthly in (£)

Pension pots

One row per pension pot — set “whose” to Daniel or Partner.

Add / update pension

Name Whose Provider Balance (£) Balance as of Monthly contrib. (£) Notes

Mortgage

Add / update mortgage

Label Whose Balance (£) Balance as of Monthly payment (£) Rate (%) Fix ends (DD/MM/YY)

Monthly snapshot

Month-end current account and card balances — personal accounts plus joint.

Month Daniel current (£) Partner current (£) Joint current (£) Daniel Amex (£) Partner Amex (£) Mortgage balance (£) Notes

History

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