Your overview
Dashboard
Here's where your money stands right now.
Getting there
You're covering your expenses. Focus on building your savings and reducing debt to reach green.
Monthly income
—
Monthly expenses
—
Net surplus
—
Net worth
—
Savings goals progress
Unlock the full toolkit to see your savings goals progress here.
Budget vs actual
Fill in your Budget Planner to see a summary here.
Free
Budget Planner
Enter your budgeted amounts and what you actually spent. The planner calculates your variance automatically.
Income
Expenses
Category
Budgeted (R)
Actual (R)
Summary
Item
Budgeted
Actual
Total income
R0
R0
Total expenses
R0
R0
Net surplus / shortfall
R0
R0
Variance (under/over budget)
R0
Full toolkit
Income Tracker
Log all sources of income. The total feeds automatically into your Dashboard and Budget Planner.
Income sources
Total monthly income
R0
Full toolkit
Expense Tracker
Log your monthly expenses by category. These feed into your Budget Planner and Dashboard automatically.
Fixed expenses
Variable expenses
Total monthly expenses
R0
Full toolkit
Debt Tracker
List all your debts. The total feeds into your Net Worth calculation automatically.
Your debts
| Debt name | Outstanding balance (R) | Interest rate (%) | Monthly payment (R) |
|---|
Total outstanding debt
R0
Total monthly debt payments
R0
Full toolkit
Savings Goals
Track your savings goals. See how far you are and how much remains.
Your goals
Total saved across all goals
R0
Total still to save
R0
Full toolkit
Net Worth
Your assets minus your liabilities — the single most honest snapshot of your financial position.
Assets
Total assets
R0
Liabilities (pulled from Debt Tracker)
Total outstanding debt
R0
Your net worth
R0