money
Money prompts
Budgets, payslips, contracts, quotes. The numbers you've been avoiding, made legible.
2,250 prompts live in money next drop in 02:49
- Translate Financial Jargon in an Investment Fund Factsheet
Make sense of a fund factsheet before you put money in
- Summarise Your Annual Income Sources for a Mortgage Application
Present every income stream clearly for a mortgage lender
- Compare Two Pension Transfer Options Using Net Present Value
Compare keeping a DB pension against transferring, using net present value
- Should I Use Credit or Debit for This Purchase
A quick call on whether to pay by credit or debit card
- Translate Your Investment Portfolio Statement Into Plain Numbers
Understand what your portfolio statement actually says about your money
- Summarise a Year of Spending for Your Self-Assessment Tax Return
Organise a year of self-employed income and expenses for Self Assessment
- Compare Fixed and Variable Rate Mortgages for Your Situation
Compare fixed and variable mortgage rates against your own numbers
- Decide Whether to Pay Off Debt or Build an Emergency Fund First
Decide whether to clear debt or build a safety net first
- Turn a Credit Card Statement Into a Spending Story
Read the patterns in your credit card statement, not just the total
- Build a Monthly Financial Snapshot in Three Steps
Build a clear one-page picture of your monthly finances in three steps
- Decode Your Bank Statement in Plain English
Work out what those mystery entries on your bank statement are
- Summarise Your Monthly Spending in Five Categories
See where your money actually goes each month in five buckets
- Decide Between Stocks and Shares ISA and Cash ISA
Choose between a cash ISA and a stocks and shares ISA for your situation
- Translate Investment Jargon Into Plain English
Ten common investing terms explained without the sales pitch
- Summarise the State of Your Pension at Mid-Career
Pull scattered pension pots into one clear mid-career picture
- Understand Capital Gains Tax on Investments
Work out whether you owe Capital Gains Tax and how to manage it
- Compare Buy-to-Let vs Stocks as an Investment
Compare a rental property against shares for a lump sum
- Decide When to Start Drawing Down Your Pension
Model when to start drawing your pension, or hold off
- Build a Simple Investment Policy Statement
Write a one-page rulebook that governs your investing decisions
- Review the Risk Level of Your Current Investments
Check whether your investment risk matches your real tolerance
- Evaluate Whether a Financial Adviser Is Worth It
Decide if a financial adviser is worth the fee for your situation
- Understand Index Funds for Complete Beginners
Understand what index funds are and how to actually buy one
- Compare ISA vs SIPP for Long-Term Saving
Compare a Stocks and Shares ISA against a SIPP for your case
- Translate a Financial Product Summary Into Plain English
Cut through the jargon in a financial document to what matters