myfinancialposition
Personal finance · without the spreadsheet wrestling

Every dollar,
assigned a job.

Budget, balance sheet and forecast in one clean view. Track your net worth, give every dollar a bucket, and watch the plan play out.

myfinancialposition · overview
Progress to target
$100,000
Target
$150,000
66.7% of target · $50,000 to go
Total assets
$124,500
Total debt
$24,500
Monthly income
$6,000
Monthly surplus
$1,240
Saving$2,040
Share investment$867
Emergency fund$1,173
Discretionary$1,620
Subscriptions$263
Shopping$217
Fundamental$1,740
Rent$607
Groceries$200
Debt Repayment$600
Credit card payment$600
Car loan payment$0
Assets
Cash accounts$3,318
Investments$51,682
Super$49,500
Total$124,500
Liabilities
Credit cards$5,300
Car loan$18,200
Total$24,500
Net worth
$100,000
Balance growthInvestSuperEmerg
Investments
$98,841
Super
$78,982
Emergency
$65,348
01 · Budget
Three buckets, zero guesswork

Split income across Saving, Want and Fundamental. Set each item's account and pay frequency — monthly equivalents are worked out for you.

$6,000 /mo assigned
02 · Balance sheet
Net worth, always current

Assets and liabilities in ledger rows you can edit, add and remove. Totals, liquidity and net worth recalculate as you type.

$100,000 net worth
03 · Forecast
See the plan play out

Project investing, super and emergency balances years ahead on your current saving cadence — and track progress to your target.

$250,000 by 2030
What's inside

A whole finance office, one sheet at a time.

Four buckets, any pay cycle

Saving, Debt Repayment, Discretionary and Fundamental. Enter items weekly, fortnightly, monthly, quarterly or yearly — everything is converted to monthly equivalents automatically.

Edit like a spreadsheet

No edit modes or forms. Click any cell — a label, an amount, a rate — and type. Every total, chart and ratio recalculates as you do, and it all autosaves.

Payday transfer sheet

The allocation table rolls your whole budget up by account: exactly how much to move where, every payday — per fortnight, per month, and as a share of income.

Linked forecasting

Point a saving at Stocks or a payment at a credit card and watch the projection: growth with compounding, debts with interest and a payoff date. Each account gets its own rate and target.

KPIs that teach

Savings rate, emergency cover, debt-to-income and more — each with a benchmark, a status, and a plain-English line on why it matters. The 50/30/20 rule, live on your numbers.

Progress to target

Set a net-worth target and watch the bar fill as assets grow and debts shrink. See the exact dollars to go, and the month you'll cross the line at your current pace.

Give your next dollar a job.

Answer four quick questions and your budget, balance sheet and forecast are ready in under a minute.

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