Budget Dashboard

Holding dashboard while we build the full budgeting, forecasting and reporting system. Keep logging transactions for now; the detailed dashboard can come once the accounts are reconciled and recurring income and bills are configured.

Active Accounts

Transactions Logged

222

Calculated Ledger Balance

£0.00

Opening balances + transactions. Not yet reconciled.

Latest Transaction

01 Oct 2026

Add Transaction Enter today's spending or income manually. Transactions Review, classify and edit the transaction ledger. Accounts View and maintain the accounts being tracked. Import Statement Import transactions from a bank statement. Categories Maintain income, expenditure and transfer categories. Recurring Items Set up regular income and bills when you're ready.

For now: this page deliberately avoids presenting a monthly surplus, affordability figure or forecast as authoritative. Once the pension starts and we reconcile the live account balances, we'll replace this with the proper dashboard: actual vs budget, underlying spending, exceptional costs, upcoming bills and projected cash balances.