Income
Surplus
| Total Income | Total Outgoings | Surplus |
|---|
| £5,399.99 |
£2,383.49 |
£3,016.50 |
Monthly Surplus Allocation
What does this give annually?
Annual total: £4,800
🌅 Retirement Income Planner
2024–25 UK tax rates · No pension contributions · NI Class 1
3 days / week
£0
full monthly net income
2 days / week
£0
full monthly net income
SMBC pension £11,500/yr · Income tax personal allowance £12,570 · NI threshold £12,570
Savings
| Account | Value | Rate | Last Updated |
|---|
| NatWest Reg Saver_1 |
£4,844.00 |
5.37% |
2026-03-14 |
| NatWest Reg Saver_2 |
£4,844.00 |
5.37% |
2026-03-14 |
| Natwest Deposit Saver_1 |
£0.00 |
4.55% |
2026-03-14 |
| Natwest Deposit Saver_2 |
£9,500.00 |
4.55% |
2026-03-14 |
| Total |
£19,188.00 |
|
Savings Accounts
Total Savings: 0
Planned Expenditures
Total Expenditure: 0
Balance After Spending: 0