Help > Setting up your account

Setting up your account

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Setting up your account

In order to help you get financially fit, we need some more details about you and your financial position.

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Financial status

The Financial status form is split into 4 parts and is where you log, view and edit your income and expenditure details.

Read more >
Income & expenses

If you have have already entered your income and expenses details as part of setting up a goal, they will be displayed here.

Read more >
Setting up your account

In order to help you get financially fit, we need some more details about you and your financial position.

Financial status

The Financial status form is split into 4 parts and is where you log, view and edit your income and expenditure details.

Goal overview

Any goals you have already started will be shown in the list along with the amount of money required to complete the goal, along with the amount of additional cash you have chosen to commit to that goal.

Income & expenses

If you have have already entered your income and expenses details as part of setting up a goal, they will be displayed here.

Expenses calculator

If you need help working out your monthly expenses, you can use the Map My Plan ‘Expenses calculator’.