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Essential details
Fields marked required must be filled in before you save.
Used for planning totals — actual charges may differ when you mark payments.
Optional details
Do not enter full card numbers, security codes, passwords or bank login details. Use a friendly label and optional last four digits only.
Digits only — never the full card number.
Set-aside figures are for planning only. Nothing is moved automatically — update “already saved” only when you actually put money aside.
Record a negotiated price change. Annualised comparison determines whether this is a saving or accepted increase.
Leave blank if no fixed-price period was agreed.
Optional — e.g. “Called retentions; matched competitor.”
For example: Main employment, Pension, Benefits
Uncheck to pause this source without deleting it.
Prefilled with the expected amount — adjust if your bill differed.
Prefilled with the expected amount — adjust if you received a different amount.
The bill stops affecting totals from this date onward.
Savings & goals track money you have manually set aside. This is separate from bill set-aside plans and renegotiated savings.
Only for new goals — money already saved before tracking here.
Enter the balance this goal should show after the correction.
Savings transfers are allocations — they do not count as income or bill spending in your figures.