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STEP 4 OF 9

Plan
Overview

See your complete financial picture — net worth, income vs expenses, assets, and liabilities — all in one dashboard.

Your financial snapshot
1

Net Worth
Dashboard

Your total financial position at a glance — assets minus liabilities. Updated automatically as you enter data.

  • Total assets breakdown
  • Liabilities overview
  • Net worth calculation
Financial Overview
Total Net Worth
£847,500
£1,125,000
Total Assets
£277,500
Liabilities
Asset Breakdown
Pensions£485,000
Property£425,000
Savings & ISAs£215,000
2

Income vs
Expenses

See your household cash flow — what's coming in, what's going out, and your monthly surplus or shortfall.

  • All income sources combined
  • Expense categories
  • Monthly surplus shown
Cash Flow Summary
£6,800
Monthly Income
£4,200
Monthly Expenses
£2,600
Monthly Surplus
Expense Breakdown
Housing £1,450
Living costs £1,200
Transport £580
Other £970
3

Planning
Tools

Shortcut cards give you quick access to the Portfolio Tracker and Planning Insights right from your overview.

  • Portfolio tracker
  • Planning insights panel
  • Contextual recommendations
Quick Access Tools
Portfolio Tracker
Track holdings & performance
Planning Insights
Personalised recommendations
💡 Insight
You have £20,000 unused ISA allowance this tax year. Consider maximising your ISA contributions.

Picture Complete

You now have a clear view of your current finances. Next, set your goals in Step 5.