Viewing — snapshot

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Net worth

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Monthly income

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Investments

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Savings pots

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Remaining

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Composition

Financial pulse

Analysing your data…

Projections — next 6 months

Net worth velocity

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Net worth over time

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Live
Monthly budget
—income

Fixed

Variable

Savings allocations

Total out—
Remaining this month
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End of month?Snapshot figures into History
Savings goals—

Emergency fund

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saved

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remaining

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months left

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needed/mo

Fiona — Christmas pot

€40/week—

48 weeks · Dec 2026

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saved

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remaining

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weeks in

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to go

—weeks
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Monthly allocations

Emergency fund tracker

Portfolio value —

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Portfolio—
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Income

Fixed expenses

Variable expenses

Savings allocations

Emergency fund

Months remaining is calculated automatically from the target date — no need to enter it manually.

Fiona — Christmas pot

Use +/− on the card each Friday to log a week. Each tap writes a dated entry to Fiona Log in your sheet.

Sheet connection

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Investment values

Update current market values manually, or use Refresh Prices on the main view.

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Buildv14.3