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Net worth

Monthly income

Investments

Savings pots

Remaining

Composition

Financial pulse

Analysing your data…

Projections — next 6 months

Net worth over time

Close your first month to begin tracking.

Monthly budget
income

Fixed

Variable

Savings allocations

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

Emergency fund

saved

remaining

months left

needed/mo

Fiona — Christmas pot

€40/week

48 weeks · Dec 2026

saved

remaining

weeks in

to go

weeks

Monthly allocations

Emergency fund tracker

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.