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Limited to the first 30 users
Please read the
terms at the bottom of this page

Free Personalised Budget Analysis (UK Only)

Complete the form below as completely as possible, and we’ll send you your free budget analysis. This will show your current financial situation, how you compare to your peers, and some options for the future. This may take a few days - it really is personalised! We look at the big picture of your finances, so we're not looking for you to input every coffee you've bought this month.

All your data will be handled in the strictest confidence and won't be shared with anyone outside of BudgetWise. The data you input is required to create the budget analysis and will only be used for the creation of the analysis and internal Budgetwise improvements.

In return, we’d love to hear your feedback to help shape our app! Your thoughts will be invaluable in helping us improve our service!

The form will take you approximately 10 minutes to complete.
Personal Details (all fields required)
Please prioritise in the order 1 - 2 - 3-4
(1 being most important to you)
Build long term wealth
Save for retirement
Maximise monthly cash available
Pay off mortgage
Income
Employer
Gross (Pre-Tax) Annual Salary £
Employee Pension Contribution %
Employer Pension Contribution %
Other Annual Salary Deductions £
(e.g. Private Health Insurance)
Employer
Gross (Pre-Tax) Annual Salary £
Employee Pension Contribution %
Employer Pension Contribution %
Other Annual Salary Deductions £
Employer
Gross (Pre-Tax) Annual Income £
Type of Investment Income
Gross (Pre-Tax) Annual Income £
Name
Gross (Pre-Tax) Annual Income £
Name of Lodger(s)
Gross (Pre-Tax) Annual Income £
Name of Benefit(s)
Gross (Pre-Tax) Annual Income £
Type of Maintenance
Gross (Pre-Tax) Annual Income £
Name of Pensions(s)
Gross (Pre-Tax) Annual Income £
Other Income
Monthly Outgoings
If you pay annually for certain outgoings, please divide by 12. e.g. Car Insurance
Mortgage
Monthly Payment £
Term Remaining (Years)
Interest Rate %
Outstanding Balance
Rent
Monthly Payment £
Maintenance/Service Charge
Monthly Payment £
Gas & Electricity Bills
Monthly Payment £
Water Bills
Monthly Payment £
Broadband
Monthly Payment £
Council Tax
Monthly Payment £
Home Insurance
Monthly Payment £
Custom Housing Outgoing
Monthly Payment £
Custom Housing Outgoing
Monthly Payment £
Custom Housing Outgoing
Monthly Payment £
Other Housing Information
Car Insurance
Monthly Payment £
Car Tax
Monthly Payment £
Petrol
Monthly Payment £
Train Tickets
Monthly Payment £
Custom Transport Outgoing
Monthly Payment £
Custom Transport Outgoing
Monthly Payment £
Other Transportation Information
Nursery/School Fees
Monthly Payment £
Child Maintenance
Monthly Payment £
Pet Insurance
Monthly Payment £
Custom Children/Pet Outgoing
Monthly Payment £
Custom Children/Pet Outgoing
Monthly Payment £
Custom Children/Pet Outgoing
Monthly Payment £
Other Children & Pet Information
Groceries
Monthly Payment £
Mobile Phone Contract
Monthly Payment £
Subscriptions e.g. Netflix, Amazon Prime etc.
Monthly Payment £
Gym Membership
Monthly Payment £
Private Health Insurance
Monthly Payment £
Sports Club Fees
Monthly Payment £
Custom Outgoing
Monthly Payment £
Custom  Outgoing
Monthly Payment £
Other Misc Outgoing Information
Credit Card
Outstanding Balance
Interest Rate %
Car Loan
Monthly Payment £
Term Remaining (Years)
Interest Rate %
Outstanding Balance
PCP Balloon Payment (if applicable)
Personal Loan Outgoing
Term Remaining (Years)
Interest Rate %
If multiple, enter additional below.
Outstanding Balance
Student Loan
Student Loan Plan
Outstanding Balance
Year Repayment Commenced
Other Credit/Loan Information
Net Wealth
Private Pension(s)
Total Value £
Defined Benefit
Age Payable
Annual Amount £
State Pension
Estimated qualifying years of NI at retirement (max 35 years)
Please input current values of each wealth element (if applicable) and any monthly contribution you pay in.
Cash ISA
Current Value £
Monthly Contribution £
Stocks and Shares ISA
Current Value £
Monthly Contribution £
Lifetime ISA
Current Value £
Monthly Contribution £
Savings (Cash)
Current Value £
Monthly Contribution £
Custom Savings/Investments Asset
Current Value £
Monthly Contribution £
Custom Savings/Investments Asset
Current Value £
Monthly Contribution £
Current Property Equity
Value £
Other Assets Information
Thank you! Your submission has been received!

We will get to work on your personalised budget analysis and send it to the email address you've provided when it's ready. Thanks for supporting BudgetWise.

If you have any questions, please email support@budgetwise.uk
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Budget Analysis Terms (in addition to BudgetWise Terms of Service)
Informational Purposes Only
The budget analyses provided are for informational purposes only and should not be considered financial advice. BudgetWise is not a regulated financial advisor, and users are responsible for their own financial decisions.

Data Protection
By submitting your financial data, you consent to BudgetWise processing it in compliance with GDPR. Data will only be used for the budget analysis and internal improvements.

Algorithm Testing
This service is part of an ongoing process to test and refine BudgetWise’s algorithms. As a result, the output may contain inaccuracies, and users should not rely solely on the provided information. Users are encouraged to provide feedback to refine BudgetWise's calculations and analysis outputs.

No Liability
BudgetWise is not liable for any financial decisions based on the analysis. This analysis offers general insights only.

Data Accuracy
Users must ensure the accuracy of their submitted data. BudgetWise is not responsible for inaccuracies caused by incorrect data inputs.