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Tier 1 · SurviveM2

Budgeting & Cashflow

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1

You can't manage what you can't see

One month of honest tracking beats any app forever. Pull three months of bank statements and group your spending into needs, wants and savings. No shame allowed — this is just information.

Tip:Look for "zombie" subscriptions and forgotten direct debits first — they're the easiest wins.
2

A budget that survives real life

The 50/30/20 starting point: roughly 50% on needs, 30% on wants, 20% on savings and debt. It's a guide, not a rule — in many UK cities housing alone eats more than 50%, so adjust it to your reality.

3

Pay yourself first

Set a standing order to savings for the day after payday, so saving happens before spending. Even £25 a month builds the habit.

Key figure

Automating beats willpower: people who move savings on payday save roughly twice as much as those who "save what's left".

4

Handling irregular income and big bills

Use sinking funds: divide annual bills (car, Christmas, insurance) by 12 and set that amount aside each month, so they never blindside you. The free MoneyHelper budget planner is a good place to start.

MoneyHelper budget planner

That's all 4 sections.