Willis OS

Private to Jack and Lily.

Willis OSmoney and tasks

Budget

Where you stand this month.
In
—
each month
Out
—
each month
Position
—
in minus out
Family balance
type the real figure any time

This month

Needs attention

Runway
—months
—months on everything
—cut so far, each month
—still on the table

The numbers

Everything here is editable. The budget recalculates as you type.
Money in

Income

Mortgage, tax and contingency

Money set aside

Buckets

The money stays in the offset. A bucket only says what part of it is spoken for.
Money out

Living categories

Bills

Anything emailed to assistant@dinhwillis.com.au lands here each morning.

Waiting to be paid

Every month, regardless

Counted inside the category budgets, not on top of them.

To do

Tick something and the runway moves. Click any line to edit it.

The plan

Net wealth

What you own, less what you owe. Update the values whenever you get a real number.
Assets
—
including cash
Liabilities
—
mortgage and other debt
Net wealth
—
assets less liabilities

Assets

Liabilities