Budget calculator

See how your finances shape up

Why should you use our budget calculator?

Use our budget calculator to help you understand what you’re earning and spending. We will ask you to add your income and list all expenses.

We'll give you a breakdown of your finances and provide some tips and support that could help get you towards where you want to be.

We’d recommend having your bank statements and bills to hand, to help you fill out the calculator.

It should take around 5 minutes to complete the budget calculator.

Budget calculator

Let's get to know each other

Pop in your first name so we can personalise your report.
Please type in your name before going to the next step

*This is a mandatory field.

What’s your financial goal?
You don’t have to choose a goal, but having one might help keep you on the right track.

Let's start with your income

What's your income after tax?

Add in any streams of income you currently receive. This isn’t mandatory, but will help us plan your budget.
Self employment income
Total monthly income
Salary 0
Self employment income 0
Add other sources of Income
What you've told us so far...
Total monthly income £0

Your expenses

What do you typically spend your income on?

This section isn't mandatory, but it will help us understand where your money goes.

Your expenses here don't include any loans or debts you may have - we'll get to those in a bit.

Rent or mortgage
Food and groceries
Home energy bills
Total monthly expenses
Add other expenses
What you’ve told us so far…

Total monthly income £0 -
Total monthly expense £0 =
Leftover income £0

Debt payments

Are there any debts or loans that you pay off regularly?

Add in any debts you're paying off. This isn't mandatory, but will help us understand the bigger picture for your financial goals.

It’s important to consider any outstanding loans or debts as part of your monthly commitments.

Credit card
Student loan
Overdue bills
Other debts
Debt Expenses
Credit card 0
Student loan 0
Overdue bills 0
Loans 0
Other debts 0