this post was submitted on 11 Aug 2023
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UKPersonalFinance: Getting your pounds in order

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Discuss, learn and request help on how to obtain, budget, protect, save and invest your money in the UK.

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The original was posted on /r/ukpersonalfinance by /u/Father_Husband on 2023-08-11 09:16:27.


I have a very detailed Excel which I’m thinking is a bit tedious / over kill to monitor all the various accounts myself and wife have.

Is there a system that can be used (free or paid) that can monitor and track spending / savings and cover cash flows / net position going forward?

I have the following;

2 current accounts - 2 pensions - 4 fixed savers (1-5 years) - 2 flexi savers - 1 credit card - 2 mortgages

Hopefully I can get away from the current systems I use but would be great to hear how others monitor their financial positions and forecast…

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