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Money prompts

Budgets, debt, ISAs, the spreadsheet you keep meaning to open.

• money Compare Two Savings Products Before You Open an Account

  Work out which savings account is actually better for your timeline.

• money Explain Your Monthly Budget to Yourself Like You Are Starting Over

  Find out what is actually happening with your money before you guess.

• money Decide Whether to Take Out a Personal Loan

  Evaluate a personal loan decision by calculating the real cost and identifying the best alternative.

• money Diagnose Why You Keep Running Out of Money Before Payday

  Find the structural reason your money runs out before payday and the one thing to change.

• money Choose a Charity to Support and Trust

  Evaluate charities in a cause area systematically so your giving goes where you intend it to.

• money Plan an Income Strategy for a First Year of Self-Employment

  Build a six-month income ramp for your first year of self-employment with tax reserve and risk mitigation.

• money Compare Two Health Insurance Plans Before You Choose

  Compare two health insurance plans on what actually matters when you make a claim.

• money Make Sense of Your Investment Options in a Workplace Pension

  Understand the fund options in your workplace pension and whether the default is right for you.

• money Decide Whether to Invest Now or Wait

  Reason through whether to invest now or wait with evidence and the cost of delaying modelled.

• money Compare Two Neighbourhoods Using Cost of Living Data

  Compare the real monthly cost of living in two areas before deciding where to live.

• money Compare Renting Versus Buying a Car

  Model the five-year true cost of buying versus leasing a car for your usage profile.

• money Decode Your Investment Portfolio Statement

  Understand what your investment statement is actually saying before you decide whether to worry.

• money Compare Pension Contribution Scenarios Over Time

  See what three pension contribution levels actually mean for your retirement pot.

• money Build a Personal Investment Policy Statement

  Draft an investment policy statement that stops you making bad decisions in bad markets.

• money Build a Credit Card Debt Payoff Plan

  Get a clear payoff plan that shows which card to hit first and when you will be done.

• money Compare Two Savings Accounts Before You Commit

  Work out which savings account is actually better for your situation.

• money Build Your First Monthly Budget

  Build your first monthly budget and find out where your money is actually going.

• money Summarise Your Monthly Spending in Three Lines

  Get a three-line read on last month's spending without a spreadsheet.

• money Understand Your Credit Report Before Someone Else Does

  Understand what your credit report says and what, if anything, to do about it.

• money Evaluate Whether a Charity Is Worth Supporting

  Assess whether a charity is worth supporting based on impact evidence and governance, not emotional appeal.

• money Understand Compound Interest Before It Understands You

  Learn what compound interest actually means and why it matters to you.

• money Investigate a Financial Product Before You Sign Up

  Find the fees and conditions in a financial product before you sign up for it.

• work Understand a Financial Statement Before a Meeting

  Understand a financial statement well enough to ask an intelligent question in the meeting.

• money Critique a Financial Plan Before You Commit to It

  Find the holes in your financial plan before reality does.

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