ULTIMATE Annual Money Planner
£9
The ULTIMATE money planner.
Everything you need in one place to plan and track your finances.
All you need to do is fill in the main details about your money and the planner will do the rest. It automatically calculates your net worth, your cash flow, your budget on a weekly, monthly AND yearly basis. This is the perfect tool to help you get financially confident and building your wealth.
There are video tutorials for every page and clear written instructions on how to use it.
Net worth calculator - a place for you to enter the details on your current assets and liabilities to calculate your current net worth. This is the perfect place to keep track of your wealth building.
Monthly spending planner - this helps you forecast the month head to ensure you are living within your means and you are giving your money a purpose. It helps you create a plan for your spending for the month ahead, you can track your income, expenses, debt, savings and investments.
Weekly spending planner - if you get paid weekly and have struggled to budget, this will be super helpful. You can create a spending plan that covers a whole month broken down by 4 weeks, see it broken down by week and month.
Annual spending planner - make a plan for the year ahead and choose where your money will go. This overview helps you understand how much you can save, invest, and pay off debt. It will also show how much you have to spend across the year highlighting if you are spending too much and run the risk of getting into debt, or not spending enough and have more to enjoy!
Financial goals - automatically calculate how much you should be saving each month to reach your desired financial goals. All you do is fill out how much you need to save and the target date and this planner will do the rest to show you the breakdown of your goal and how to achieve it.
Savings Tracker - a place for you to track your savings throughout the year as you actually save. Sometimes things don't go to plan, you might save more or less than expected. It will automatically update your financial goal section to show if you are on track to hit your target!
Debt management plan - if you have debt you are trying to clear, fill in the details about how much you are paying off and the interest on each debt and this calculator will show you your exact debt-free date!