UK Money Checklist & Planner 2026/27: Budget, Emergency Fund, Debt, ISA and Pension Trackers
by thechelsuk
£4.99
The order to sort your money in, with a tracker for every step. Made for the UK, with the 2026/27 allowances.
Money advice online is endless and contradictory. This planner gives you one simple order to follow, from a starter emergency fund and your full workplace pension match to clearing expensive debt, sinking funds, ISAs and topping up your pension, and a printable page to track each step.
What's inside
Your money checklist: ten steps in order, each with a "done when" line, a tick box and a date.
Monthly budget, emergency fund tracker and debt payoff planner (avalanche or snowball).
Workplace pension check: your match, salary sacrifice and old pensions to track down.
Sinking funds and savings goals, including Lifetime ISA rules for a first home.
ISA allowance tracker for 2026/27 (£20,000, £4,000 Lifetime ISA, £9,000 Junior ISA) and a pension top-up tracker (£60,000 annual allowance).
Net worth tracker, annual money review and a plain-English glossary with free help links.
Every figure was checked against gov.uk for the 2026/27 tax year. It's general information to help you organise your money, not financial advice.
From the author of the Road to FIRE posts on thechels.uk.
PDF, 15 pages, in both A4 and US Letter. For personal use.