Budget & Tax Savings Dashboard

Two tools UK self-employed people usually track separately, in one workbook: a proper monthly household budget (income vs. actual spend, by category, across the tax year), and a tax savings pot tracker that tells you — using the real 2026/27 Income Tax and Class 4 National Insurance rules — roughly how much to set aside each month so Self Assessment in January isn't a shock.

What's in it

• Monthly household budget by category
• Tax savings pot with a monthly target
• On-track tracker for what you've actually saved
• Quick-start guide (Word)

Formats