25 Aug - 24 Sep 2026 Verified plan
Good morning, Tarun.
Here is your money picture for this month.
Next steps
Actions
Things that need your attention before the period closes.
Personal allowance
£400 to use this month
Anything not linked to a recurring payment is counted here.
Monzo import
Imported transactions
Every transaction from the selected 25th-to-24th period appears here. Unmatched items start as Personal.
| Date | Description | Amount | Category | Link to budget | Status |
|---|---|---|---|---|---|
| Connect and sync Monzo to import transactions. | |||||
Cashflow
Will I stay in the green?
This month
Planned spending
25 Aug - 24 Sep
Budget and commitments
| Item | Category | Due | Budgeted | Paid | Status |
|---|
Rules and matching
Recurring payments
Choose the payments that repeat. New Monzo transactions can then be linked automatically.
| Repeat | Payment | Category | Expected | Due | Link |
|---|
Freelance income
Jobs and invoices
Jobs are assigned to the next financial month until you mark the invoice as sent. Loans are kept separate and never need an invoice.
| Date | Client / job | Amount | Invoice | Income status |
|---|
Other money
Sales, refunds and loans
These are not freelance jobs. Sales/refunds are other income; loans are borrowing and are excluded from income totals.
| Date | Source | Type | Amount | Invoice |
|---|
Expected money
Income this month
Daily review