Expenditure analysis

amarshall

Does anyone have any experience of getting clients to use an app such as ontrees to analyse their expenditure?

Or does anyone know of a way of analysing historic bank statements other than longhand?

Thanks

Andy

Debradee

We have recently started asking clients to use the Money Advice Service Budget Planner. It's quite detailed and the results can be saved and updated in the future.

https://www.moneyadviceservice.org.uk/en