See the year at a glance
Track accounts, income, bills, spending, savings and debt, with a projected year-end position and net worth trend.
UK annual budget planner pro
Plan the whole money year in one offline app.
Bring income, bills, subscriptions, savings, debt, spending and your mortgage into one UK budget planner. Import a bank CSV from Monzo, Starling or almost any UK bank, then see where the year is heading.
One-time purchase Works offline No account Private to your device
The actual planner dashboard, shown with example figures.
Your financial year, connected
More than a monthly budget
The planner joins the parts of your money that are usually scattered across separate apps, notes and spreadsheets.
Look five years ahead
Test a pay rise, cancelled cost, lump sum or cleared debt in what-if mode without changing your real figures.
Use your real transactions
Import Monzo, Starling or a generic bank CSV, tidy payee names and reconcile spending against the plan.
Track renewals and recurring costs
Keep bills and subscriptions together, with renewal reminders, recurring-payment detection and duplicate-subscription checks.
Build a payoff plan
Compare snowball and avalanche methods, follow progress and see how each balance changes over time.
Model the bigger decisions
Track the mortgage and compare overpayments, offsets and fee-aware remortgage options alongside the rest of the budget.
Choose the edition
Base for manual planning, Pro for importing bank statements
UK Annual Budget Planner
Base edition
£12
The complete annual planner for entering and managing your money by hand.
- Income, bills, subscriptions, savings and debt
- Annual dashboard and five-year forecast
- Mortgage, tax-year and UK allowance tools
- Manual entry plus backup export and import
UK Annual Budget Planner Pro
Pro edition
£18
The complete planner plus a guided flow for importing real bank transactions.
- Monzo and Starling statement import
- Generic CSV import for almost any UK bank
- Payee clean-up and recurring-payment detection
- Everything included in the Base edition
How it works
Download it once and open it in your browser
No installation, app store or account is required.
Buy and download
Etsy delivers the digital download after purchase, with the planner, quick-start guide, licence and support details.
Open the planner
Open the single HTML app in a modern browser on a Windows, Mac or Linux computer.
Add or import
Enter figures by hand or import a bank CSV, then save a backup whenever you want a separate copy.
Private by design
Your financial data stays on your device
The planner runs locally in your browser. It has no account, cloud database or tracking, and it does not upload your figures. Internet access is only needed when the browser first fetches the fonts. After that, the planner runs offline.
It does not sync automatically between computers. Export a backup from one device and import it on another when you want to move the data.
Frequently asked
Before you buy
Which computers and browsers does it work on?
It works on Windows, Mac and Linux computers in a modern version of Chrome, Edge, Safari or Firefox.
Which bank CSV files can I import?
There are dedicated import flows for Monzo and Starling, plus a generic CSV importer for almost any UK bank.
Do I need an account or subscription?
No. This is a one-time digital purchase. There is no account, monthly fee or app-store installation.
Where is my data stored?
In your own browser on your device. Nothing is uploaded. The planner includes backup export and import so you can keep a separate copy or move data yourself.
What is included in the download?
The single-file planner app, a quick-start guide, and licence and support details. Etsy delivers the download after purchase.
Is this financial advice?
No. It is a planning tool to help you organise and explore your own figures, not financial, tax or mortgage advice.
Put the whole financial year in one place
Buy the Annual Budget Planner Pro on Etsy, download it once and keep using it without a subscription.
Buy on Etsy