A rolling year ahead – always 12 months in view

My Budget

Your entire financial picture in one place – month by month, a full year ahead.

A budget that never goes out of date: as each month passes, a new one is added, so you can always see a full year ahead – income, expenses, balance, and what remains.

Why create a budget with My Budget?

Most people know yesterday’s numbers – but not next year’s. My Budget shows you now, so you can act while there is still time.

Always one year ahead

Your budget moves with time: each month that passes adds a new month at the end, keeping 12 months ahead in view.

Spot problems early

Your monthly balance shows when money may be tight and where there is room for travel, purchases, or extra savings.

Bring in your bank data

Connect your bank and automatically identify recurring payments – no guesswork or manual entry.

Test what-if scenarios

Copy your budget into a scenario and test a new home, job, or savings goal without changing your main budget.

See where your money goes

Expenses are grouped with percentages, so you can quickly see what costs the most and what you can change.

Share with the right people

Send your budget to a partner, adviser, or bank using a single-use link – no sign-in required.

How to get started

  1. 1

    Tell us about yourself

    The guide asks about your situation – work, studies, partner, children, and home – and only shows what is relevant to you.

  2. 2

    Bring in your numbers

    Import transactions from your bank or a CSV file and automatically identify recurring payments.

  3. 3

    Look one year ahead

    Update the numbers as life changes and instantly see your balance, risks, and remaining money.