Documentation

Insights

Year in review

The story of your year: where every pound came from, where it went, and what you kept.

Income to expenditure

Year in Review (a Pro feature) condenses twelve months into one picture: total income, spending by budget group, amounts saved and invested, and what was left over — including a flow diagram from income sources through to where the money ended up.

It also splits out the quiet numbers: interest earned against interest paid, and investment and pension returns from your recorded balances. Switch years from the selector to revisit any past year.

Try itLive demo · sample data

Income

£58,400.00

Interest earned £1,100.00

Spending

£36,200.00

Interest paid £280.00

Saved & invested

£12,800.00

Returns +£3,780.00

Left over

£10,500.00

Income → expenditure

Spending → Housing: £16,200.00Spending → Food & groceries: £6,840.00Spending → Transport: £4,320.00Spending → Lifestyle & leisure: £3,960.00Spending → Bills & utilities: £2,880.00Spending → Everything else: £2,000.00Income → Money in: £58,400.00Money in → Spending: £36,200.00Money in → Savings: £7,600.00Money in → Investments: £4,200.00Money in → Pension: £1,000.00Money in → Left over: £10,500.00Interest earned → Money in: £1,100.00Income: £58,400.00Income £58,400.00Interest earned: £1,100.00Money in: £59,500.00Money in £59,500.00Spending: £36,200.00Spending £36,200.00Savings: £7,600.00Savings £7,600.00Investments: £4,200.00Investments £4,200.00Pension: £1,000.00Left over: £10,500.00Left over £10,500.00Housing: £16,200.00Housing £16,200.00Food & groceries: £6,840.00Food & groceries £6,840.00Transport: £4,320.00Transport £4,320.00Lifestyle & leisure: £3,960.00Lifestyle & leisure £3,960.00Bills & utilities: £2,880.00Bills & utilities £2,880.00Everything else: £2,000.00Everything else £2,000.00

The flow diagram traces every pound from its source through spending groups to savings, investments and pension — what came in, where it went, and what you kept.