Monthly checklist 🔔
New goal
Add asset
Add liability / debt
🔥 0%
58
Monthly surplus
£1,413
55.2% savings rate · exceptional at 24
£2,558
Take-home
£1,419
Outgoings
−£5,076
Net worth
Total debt to clear
£5,076
Clearing this is your #1 priority — you could be debt-free in ~4 months
£997
Overdraft
£3,062
CC1
£1,017
CC2
Financial health score
58
/ 100
Building foundation
Clear debt first, then build your emergency fund and start investing.
Priority actions — do in this order
1️⃣
Clear Credit Spring first (highest APR)
~£600 at ~39% APR. Pay £500+ from first surplus.
Now
2️⃣
Clear overdraft £997
Free up £20/mo + stop overdraft fees
Month 1–2
3️⃣
Tackle Credit Card 2 — £1,017
Smaller balance first for momentum
Month 2–3
4️⃣
Attack Credit Card 1 — £3,062
Largest debt — throw all freed cash at it
Month 3–6
5️⃣
Build £3,500 emergency fund
Marcus Bank or Chase — 4–5% AER
After debt
6️⃣
Open S&S ISA + Max LISA (£333/mo)
£1,000/yr free from government via LISA
Month 5+
Cancel Monzo Max + Village Gym
Saves £51/mo instantly
This week
🏦
Pension auto-enrols in July 2026
After 3-month probation. Confirm match % with Moca.
July 2026
Monthly spending
Surplus: £1,413.28/mo (55.2% savings rate). Tick subscriptions as you cancel them.
Fixed outgoings
Rent
£500
Bills (water, electric, broadband)
£224.99
Car finance
£170
Car insurance
£53.48
Phone bill
£26.63
Phone device plan
£21.83
Petrol
£30
Food / groceries
£150
Total fixed
£1,176.93
Debt payments (temporary)
Credit Spring loan
Clear ASAP — highest APR ~39%
£100
Credit Spring fee
Stops when loan is cleared
£20
DWP repayment
Keep paying as scheduled
£5
Car repayment
3 months remaining × £50
£50
These end = freed cash for debt clearing
+£175/mo
Cancel these — tick when done
£34
£29.99
£17
£12.99
£2.99
Monthly freed up
£0
Surplus calculator
Monthly take-home£2,558
Fixed costs
£1,176.93
Debt & cancelled subs remaining
£241.97
Available to attack debt / invest
£1,413
55.2% savings rate — exceptional
Your rate: 20% of Net ACV per building. Min £200/building, max £1,000/building. Commission paid month after Double Lock (signed + live on platform).
Commission calculator — Moca Energy
Buildings onboarded this month5
Average ACV per building (£)£3,000
Commission per bldg
£600
20% of ACV
Monthly commission
£3,000
5 buildings
Annual commission
£36k
if consistent
Total earnings
£77.5k
base + comm
Progress to £100k target
77.5% of the way to £100k
What it takes to hit £100k
Commission needed on top of base
£100k − £41,500 = £58,500/yr
£58,500
Monthly commission needed
£58,500 ÷ 12 months
£4,875/mo
Buildings needed at avg £3k ACV
£4,875 ÷ £600 commission per building
~8/month
At higher ACV £6k avg
Commission £1,000 per building (capped)
~5/month
£100k is achievable in Year 1 or 2
Focus on high-ACV buildings. One large client = multiple buildings = stacked commission.
Commission rules — know these
Double Lock trigger
Commission only paid when BOTH: (1) contract signed, AND (2) building live on Moca platform. Chase tech onboarding — it unlocks your money.
⏱️
90-day clawback risk
If a client leaves within 90 days of going live, commission is clawed back. Focus on clients who will stick — qualify properly.
💰
Discount rules
Discounts up to 15%: min £200 still applies. Over 15% needs Director approval and min £200 disappears. Protect your commission.
📅
Payment timing
Paid in month after Double Lock is triggered. Keep a pipeline tracker — know when each building goes live.
🚪
Notice period rule
Commission only paid on buildings that hit Double Lock before your last day of physical work. Protect deals near your pipeline end.
Model exactly what you take home. Drag to £100k to see the personal allowance trap — and how pension contributions fix it.
UK income tax calculator (2025/26)
Gross annual salary + commission£41,500
Pension contribution/yr (pre-tax)£0
Student loan planPlan 2
Monthly net
£2,558
Annual net
£30,696
Effective rate
28.5%
Gross
£41,500
Breakdown
Personal allowance (0%)
£12,570
£0
Basic rate 20%
£16,430
−£3,286
Higher rate 40%
£0
£0
Additional rate 45%
£0
£0
National Insurance
Class 1
−£3,004
Student loan
Plan 2
−£2,049
Pension (pre-tax relief)
None set
£0
What £100k looks like after tax
Gross earnings
£100,000
Income tax
−£27,432
National Insurance
−£5,754
Student loan Plan 2
−£6,300
Monthly take-home
~£5,043
⚠️ At exactly £100k you lose personal allowance (£1 per £2 over £100k) creating ~60% effective tax. Pension contributions fix this.
Salary milestones
£41,500 (now)
~£2,558/mo
£50,000
~£3,111/mo
£65,000
~£3,746/mo
£80,000
~£4,421/mo
£100,000 (goal)
~£5,043/mo
Current net worth
−£5,076
Negative now — but clearing in ~4 months. Then it rockets.
Assets
£599
Liabilities
£5,676
Assets
🏦
Add your assets
Your LISA (£599), savings, investments, car resale value.
Liabilities
💳
Add your debts
Add your credit cards, overdraft and loans to track your real net worth.
More
Settings
NameYour name
Monthly take-home (£)After all deductions
Income target (£/yr)Default £100,000
Road to debt-free — then £100k
April–July 2026 (Age 24)
Debt sprint — clear £5,076
Throw £1,200+/mo at debt. Credit Spring first, then overdraft, then CC2, then CC1. Also cancel Village Gym, Monzo Max. Car repayment ends. Commission starts arriving.
July–Sept 2026
Pension starts + emergency fund
Auto-enrolled in Moca pension. Confirm employer match %. Start building £3,500 emergency fund in Marcus/Chase. Max LISA at £333/mo.
Oct 2026 – March 2027 (Age 25)
Emergency fund complete. Start investing.
£3,500 in easy-access savings. Open S&S ISA (InvestEngine). Begin index fund investing. Commission pipeline maturing — expect £2–4k/mo. Document wins for first review.
April 2027 (12 months in)
First salary review — negotiate hard
With revenue data and track record: request £48–55k base. If Moca won't pay market rate, begin exploring SaaS/prop-tech BDM roles with higher OTEs.
Year 2–3 (Age 26–27)
£60–75k total earnings
Consistent 6–8 buildings/month = £36–60k commission. Portfolio £15–30k. LISA building toward first home. Net worth turning positive and climbing fast.
Year 3–5 (Age 28–29)
£100k milestone 🎉
Senior BDM, Head of Sales, or high-OTE role at larger company. Portfolio £50–80k. Net worth £100k+. The compound growth is doing the heavy lifting.
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About
Version
5.0 — Lydia's Edition
Company
Moca Energy Ltd
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For guidance only — not financial advice. Consult a qualified adviser before making investment decisions.