Settings

Configure your business profile, buffer, and alerts. Profile changes recalculate overview figures.

Business Profile

Powers your tax estimates and dashboard cards.

Business name

Not set

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Safety Buffer

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Recurring transactions

Toggle between payments and income. Confirm what looks right and ignore what has stopped recurring.

We've updated how manual payments are classified. Your existing manual entries have been set to "one-off" by default. If any of them are regular payments, update them on the dashboard (edit or re-add) so your committed spend is calculated correctly.

Review manual events →

Monthly out: £0

Next: £0

Confirmed recurring

None yet

Grouped payments

We group the smallest recurring payments together so your main list stays focused on larger commitments. Expand a group to see what's in it.

None

Smart Alerts

Get alerted when:

Safe to spend drops below £500Runway drops below 30 daysRisk score increases by 10+ pointsLarge unexpected expense (>£100)Weekly cash flow summary

Deliver via:

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