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Planned vs actual
PlannedActual
Money Out
Year at a glance
Money inMoney out
Benchmarks
How you compare
Your numbers next to the latest official figures.
Where these figures come from
Fill this in from your bank statements
Add two or three months of statements. We'll find your salary and regular payments and put them in the tables above for you to check.
How do I download a statement?
In your banking app or website, open the account, find Statements or Transactions, and choose Export or Download. Pick CSV if you can (OFX, QFX or QIF also work).
- Monzo: Account → the three dots → Export transactions → CSV.
- Starling: Account → Statements → choose the months → CSV.
- Revolut: Account → Statement → Excel/CSV.
- Lloyds, Halifax, Bank of Scotland: online banking → View statement → Export → CSV.
- Barclays, NatWest, HSBC, Santander, Nationwide: online banking (not the app) → Statements or Transactions → Export or Download → CSV.
PDF statements can't be read reliably, so choose CSV where you see the choice.
Where the rest of your money went
Average month, not counting your Money Out list. Tap a line to see what's in it.
Month by month
P is the order you want to pay things off in. Press Edit on a table to add, change or remove a line.