Personal Financial Intelligence is here.
Have a comprehensive understanding of your personal finances, in one place.
01 · PFIM AI
Ask
Ask anything about your money in plain language — what you spent dining out last month, or whether you are on track for your savings goal.
PFIM AI
+ New chatAsk PFIM AI about your finances…
02 · Dashboard · Transactions · PFIM P&L
Understand
See where you stand. View every linked account in one place, with weekly, monthly and annual reviews and have an automatically curated personal monthly P&L - with a comparative & detailed view.
October 2026
Dashboard
October
Income
£4,850.00
+4.2% vs Sep
Expenses
£3,612.40
−2.1% vs Sep
Savings
£1,237.60
25.5% of income
Spending by category
03 · My PFIM Forecaster · Goals · PFIM Notes
Plan
Shape what comes next. Forecast the year ahead from your real figures, set personal goals, and keep financial notes in one private place.
My PFIM Forecaster
Forecast locked on 12 Jan 2027Plan or adjust your 2027 forecasts with your own figures. The starting point is your last 12 month actuals (Nov 2025 – Oct 2026).
| My Personal Financial Forecast | Last 12 months (Actual) | Jan–Dec 2027 (Forecast) | Change |
|---|---|---|---|
| Income | |||
| SalaryAcme Ltd | 58,200.00 | 60,000.00 | +£1,800.00 |
| Other incomeInterest and gifts | 1,140.00 | 1,200.00 | +£60.00 |
| Total income | 59,340.00 | 61,200.00 | +£1,860.00 |
| Expenses | |||
| HomeRent, council tax and utilities | 19,224.00 | 19,800.00 | +£576.00 |
| Food & DrinkGroceries, restaurants and cafés | 8,376.00 | 8,000.00✎ | −£376.00 |
| TransportTfL, fuel and parking | 1,968.00 | 2,100.00 | +£132.00 |
| Total expenses | 29,568.00 | 29,900.00 | +£332.00 |
| Net income | 29,772.00 | 31,300.00 | +£1,528.00 |
Amount I plan to save each month
£1,200.00
Total savings for 2027
£14,400.00
Spending buffer
£4,900.00
04 · PFIM Transaction Facilitator
Act
Put your plan into motion. Allocate your income across bills, savings and spending — you stay in control of every decision.
PFIM Transaction Facilitator
Decide where your money goes, account by account. Make each transfer in your banking app, then tick it off here.
My Personal Forecast - Monthly Saving
£1,200.00
Let PFIM be your personal CFO.
From daily clarity to multi-year forecasting — comprehensive personal financial intelligence in one place.