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Full Financial Audit — Dom Vinyard

Period: January 2025 – April 2026 (16 months)

Prepared: 8 April 2026


Data Sources

Account Currency Period
Wise (62406231) GBP Jan 2025 – Apr 2026
Wise (62405435) USD Jan 2025 – Apr 2026
Monzo Current GBP Apr 2025 – Apr 2026
Monzo Flex (BNPL) GBP Apr 2025 – Apr 2026
SoFi Joint Checking (2060) USD Mar 2026 (statement only)

FX Rate Used: £1 = $1.27 (approximate average)


1. INCOME — £164,340 total (16 months)

Primary: Salary from Central (via Wise USD)

Secondary: Rental Income — Hamptons Estates (via Wise GBP)

Other Income Sources

Source Amount Notes
GUSTO payroll (USD) $16,976 Secondary employment?
Check Payroll (USD) $16,120 Secondary employment?
Vinyard P+C (GBP) £2,000 Family/personal
SoFi Bank transfers (USD) $1,600 Internal
Momentum (USD) $1,136 Unclear
Franchise Tax Board (USD) $1,036 CA tax refund
IRS refund (USD) $309 Federal tax refund
Monzo (Dominic Vinyard) £3,434 Self-transfers

Average monthly income: ~£10,271


2. FIXED COSTS & RECURRING PAYMENTS

🏠 Wise-Based Bills — £113.57/mo

Item Amount Frequency Annual
Google Fi Wireless £45.66/mo Monthly £548
EE (UK mobile) £36.25/mo Monthly £435
Admiral (insurance) £21.66/mo Monthly £260
GiveDirectly (charity) £10.00/mo Monthly £120

🏠 SoFi Joint Account — Fixed Costs (March 2026, USD)

Item Amount Frequency Annual Est.
BMW Financial Services $700.61/mo Monthly $8,407
GEICO Auto Insurance $438.38/mo Monthly $5,260
PG&E (electricity) $281.90/mo Monthly $3,383
SFPUC (water/sewer) $144.79/mo Monthly $1,737
CSAA Insurance $131.17/mo Monthly $1,574
Comcast Xfinity $109.71/mo Monthly $1,317
SoFi Fixed Total $1,806.56/mo $21,679 / ~£17,070

HMRC & Professional

Payee Amount Date
HMRC Cumbernauld £6,884.34 Mar 2026
Judge & Priestley LLP £2,718.12 Mar 2026
Price Bailey (accountant) £1,800 Apr 2025

3. SUBSCRIPTIONS — £514.62/month (£6,175/year)

# Subscription £/month Verdict
1 Huel £54.91 ✅ Keep if using
2 Google Workspace £45.95 ⚠️ Need full plan?
3 Google Fi £45.66 ⚠️ Expensive
4 Lindy AI £39.36 ❓ Active?
5 EE (UK) £36.25 ⚠️ Two phone plans
6 Wordware £33.60 ✅ Day job
7 n8n Cloud £28.80 ❓ Active?
8 Tasklet AI £27.56 ❓ Active?
9 Patreon £23.62 ⚠️ Worth it?
10 Notion £22.60 ⚠️ Primary tool?
11 Admiral Insurance £21.66 ✅ Necessary
12 Loom £18.90 ❓ Used often?
13 Max (HBO) £17.00 ⚠️ Watching?
14 Netflix £14.17 ⚠️ See below
15 Kindle Unlimited £11.20 ❓ Reading enough?
16 Calendly £10.77 ⚠️ Free tier?
17 GiveDirectly £10.00 ✅ Charity
18 Proton £7.47 ✅ Keep
19-20 Vercel ×2 £11.02 ⚠️ Duplicate?
21-23 Netflix ×2 (USD) £9.44 🔴 TRIPLE PAYING
24 Oura Ring £4.72 ✅ Keep
25 OpenAI £4.51 ✅ Keep
26 GitHub £3.01 ✅ Keep

🚨 RED FLAG: Netflix ×3

You're billed by Netflix from THREE sources (GBP + 2× USD). £170 spent on what should be one account. Fix today.


4. VARIABLE SPENDING — By Category

Category Total (£) Monthly Avg (£) % of Spending
Transport £19,388 £1,212 19.4%
Food/Dining £14,232 £890 14.3%
Personal Transfers £9,073 £567 9.1%
Shopping £7,488 £468 7.5%
Professional/Business £4,073 £255 4.1%
Legal/Debt £3,915 £245 3.9%
Travel/Hotels £3,752 £235 3.8%
Entertainment £1,155 £72 1.2%
Other £28,733 £1,796 28.8%

🔴 UBER EATS: £5,162 — 171 orders — £323/month

The single biggest discretionary expense. ~11 delivery orders per month at ~£30 each.

🔴 TRANSPORT: £1,212/month

Uber rides (£2,745), gas stations (£1,111), Waymo (£394), plus a £1,770 Turo rental. You're paying for car AND rideshare heavily.

Notable "Other" Spending


5. DEBT & CREDIT

Monzo Flex

SoFi Cash Flow


6. NET POSITION

Account Balances (April 2026)

Account Balance
Wise GBP £7,575
Wise USD $1,421 (£1,119)
SoFi Checking $2,918 (£2,298)
Total liquid ~£10,992

Monthly Cash Flow

Expense Volatility


7. RECOMMENDATIONS

🔴 IMMEDIATE CUTS — £140/month (£1,684/year)

Action Savings/mo
Cancel 2 duplicate Netflix £9.44
Cancel Lindy AI (if unused) £39.36
Cancel Tasklet AI (if unused) £27.56
Cancel n8n Cloud (if unused) £28.80
Cancel Loom (if unused) £18.90
Downgrade Calendly to free £10.77
Remove duplicate Vercel £5.51

🟡 BEHAVIOUR CHANGES — £483/month (£5,793/year)

Action Savings/mo
Cut Uber Eats 50% £161
Cut Uber rides 30% £52
Cap dining out at £300/mo £200
Reduce shopping £70

🟢 OPTIMIZATIONS — £55/month (£660/year)

Action Savings/mo
Downgrade Google Fi £20-30
Review Google Workspace tier £10-20
Downgrade Notion £10-15
Review Patreon pledges £10-15

📊 TOTAL PROJECTED SAVINGS: £678/month = £8,137/year

Would improve savings rate from 39.3% → ~46%

🎯 TOP 5 PRIORITIES

  1. Uber Eats — £323/mo is burning money. Cut to 4 orders/month max.
  2. Netflix ×3 — Fix today. 5 minutes, £113/year.
  3. SaaS audit — Open each tool. If you haven't used it in 30 days, cancel.
  4. Transport — Pick driving OR rideshare. Both is expensive.
  5. SoFi buffer — Build £1,000 cushion. The mid-month near-zeroes are dangerous.

Questions for Dom

  1. What are GUSTO ($16,976) and Check Payroll ($16,120)? Wordware-related?
  2. Hamptons Estates (£28,985) — is this net of management fees?
  3. Which of Lindy/Tasklet/n8n/Loom/Notion are you actively using?
  4. What's the SoFi Savings balance?
  5. Any credit cards not in this data?
  6. The $4,900 Venmo in March — what was that?

Data: Wise GBP/USD (Jan 2025–Apr 2026), Monzo Current + Flex (Apr 2025–Apr 2026), SoFi Joint (Mar 2026 only). USD→GBP at £1=$1.27.