financeIQ

Net worth

Net worth
£244,728
Assets £13,526 · Debts £258,253
Annual interest cost
£8,478
£707/month
Monthly debt servicing
£1,636
Across 4 debts

Trend

Since May 26
£1.9k
3 snapshots
May 26Jul 26
−£278k−£200k−£121k−£42k£36k£0−£242kMay 26Jun 26Jul 26

Horizon

RCI Car FinancePaid off
August 2029 · 36 months away
Debt paid off, monthly payment of £381.48 freed up
MBNA LoanPaid off
August 2029 · 37 months away
Debt paid off, monthly payment of £430.47 freed up

Protection

£4,352
Emergency Savings
As of 18 Jul 2026
£4,352

Wealth growth

£300
Mortgage Overpayment
As of 20 Jul 2026
£300

Budgeting pots

£2,069
Council Tax
As of 20 Jul 2026
£206
Income Tax
As of 20 Jul 2026
£500
Subscriptions
As of 20 Jul 2026
£90
Insurance/Servicing
As of 20 Jul 2026
£54
Quarterly Clean
As of 20 Jul 2026
£30
Home Improvements
As of 20 Jul 2026
£200
Birthdays/Christmas
As of 20 Jul 2026
£633
Finley Birthday
As of 20 Jul 2026
£50
Finley Christmas
As of 20 Jul 2026
£128
Zachary Birthday
As of 20 Jul 2026
£50
Zachary Christmas
As of 20 Jul 2026
£128

Discretionary pots

£6,300
Family Experiences
As of 20 Jul 2026
£6,100
Self Care
As of 20 Jul 2026
£200

Current

£505
Joint Current Account
As of 20 Jul 2026
£505

Credit cards

£0
Barclaycard
As of
£0
Amex
As of
£0

Car finance

£2,826/yr interest£28,547
RCI Car Finance
Projected 20 Jul 2026 · £381/month payment · 9.90% APR
£28,547
£2,826/yr cost

Loans

£946/yr interest£14,561
MBNA Loan
Projected 20 Jul 2026 · £430/month payment · 6.50% APR
£14,561
£946/yr cost

Mortgage

£4,706/yr interest£215,146

Mortgage and loan balances are projected forward from the latest known checkpoint. Where the annual rate is unknown, the projection assumes principal-only paydown and interest cost is excluded. Credit card balances and Moneybox are manual unless synced.