See your money clearly, and plan what comes next.

Financial Tracker brings your accounts, statements, investments, payslips, documents and tax records into one place, so budgets, forecasts and tax-year checks start from the full picture.

Request early access Private preview only
Everything in one place Accounts, cards, statements, savings, debts and investments stay connected.
Plans based on real life Budgets and forecasts use actual spending, bills and regular payments.
Easy to check and correct Imported statements and spending categories stay visible, not hidden away.
Financial Tracker demo dashboard showing financial overview, net worth, account balances, investment portfolio and upcoming expenses.
Household finance overview
Month reviewed 96%
Regular bills £2.4k
Forecast runway 5.8m
Cashflow, budget and forecast Current year
Barclays statement import Matched 42 lines
Business expenses Review £680
ISA and SIPP position Forecast +12.4%
Tax year position Estimate 2025/26
Preview build The application is being tested privately before wider availability.

What is being built

Everything that affects your plans, in one place.

Bring everyday spending, bills, goals, investments, payslips, documents and UK tax together, so your plans are based on more than this month's bank balance.