In development for the UK
Your whole month, planned in 20 minutes.
CashSavvi brings your balances, commitments and priorities together, then turns them into a clear payday plan without tracking every transaction.
Join the launch list for an exclusive 50% off your first year when CashSavvi launches.
Plus product updates and opportunities to test CashSavvi before launch.
A few actions from an example plan
Your payday plan.
- Keepin your current account£1,500.00
- Moveto your joint account£200.00
- Payoff your credit card£800.00
- Moveto your Cash ISA£500.00
Planned everyday spending£490.00
Seeing your money clearly shouldn’t be this hard.
CashSavvi isn’t about how much money you have. It’s about knowing what all of it needs to do.
- Your finances can span current accounts, bills, savings, credit cards, ISAs, pensions and investments.
- Bills, savings goals and everyday spending all need a share of the same money.
- Keeping track of every purchase can mean more work than you want.
- Knowing your balances doesn’t automatically give you a plan.
- You want to see what your money needs to cover before deciding how to spend it.
How it works
Organise your money. Plan what comes next.
Set up.
Organise where your money sits.
Bring your accounts, savings and debts together. Add your goals and financial commitments, then set the priorities that matter to you.
Accounts · commitments · goals
Check in.
Keep your financial picture current.
Update your balances periodically, such as around payday. A deliberate moment to keep your financial picture current.
Periodic balance updates
Act.
A plan shaped by your priorities.
Turn your financial picture into clear actions: what to keep, move and pay.
Move £200 to your joint account
A first look
What payday could look like.
A concept preview using example figures. The final product may look and work differently.
Your snapshot
Snapshot: Fictional figures
Everyday
- Current account£3,640.00
- Joint account£310.00
Savings
- Easy-access saver£4,200.00
- Cash ISA£8,900.00
Investments and pension
- Stocks & shares ISA£14,250.00
- Workplace pension£31,800.00
Debt
- Credit card-£1,850.00
- Car loan-£4,300.00
Overall financial position£56,950.00
Your action plan
Following your commitments and the goals and priorities you set.
- Keep£1,500.00 in your current accountBased on the bills and commitments you’ve added
- Move£200.00 to your joint accountFor the household spending you’ve planned
- Pay£800.00 off your credit cardBased on the debt priority you’ve set
- Move£500.00 to your Cash ISATowards the emergency-fund goal you’ve created
- Move£150.00 to your holiday potTowards the holiday goal you’ve set
Planned everyday spending£490.00
Goals
- Emergency fund£8,900.00 of £12,000.00
- Holiday fund£1,240.00 of £2,000.00
Why CashSavvi feels different
- Manual, on purpose
- A regular moment to look at your finances and keep them current. You choose when to check in.
- Your whole picture
- Bring together the money spread across your accounts, savings, credit, pensions and investments.
- No transaction logging
- Check your balances periodically, without logging or categorising every coffee or purchase.
- A plan, not just numbers
- Get clear actions for what to keep, move and pay, shaped by what matters to you.
- You stay in control
- You decide what matters to you. You make any transfers and payments yourself.
- Spend with more confidence
- See what your money needs to cover before deciding how to spend it. Make room for the things that matter to you.
Built for the UK
Made for money as it actually works here.
ISAs, pensions, joint accounts and monthly pay are part of the financial picture CashSavvi is being designed around.
- Monthly pay
- ISAs
- Workplace pensions
- Mortgages
- Council Tax
- Joint accounts
Be there from the start.
Join the launch list for an exclusive 50% off your first year of CashSavvi, plus launch updates and opportunities to test it.
Your money. Your priorities.
UK residents can sign up for launch updates.