Plan your family's
financial future.
Together.
A complete financial forecast for your household. Project your net worth, see when debts clear, and make confident decisions about your family's financial future.
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The idea behind CrestCast
Bringing business-grade financial planning to your household
Businesses use a P&L, a balance sheet, and a cashflow forecast to understand where they stand and plan where they want to go. It gives them the clarity to make decisions with confidence and adjust course when things change.
Most families don't have any of this. And in most households, one person carries all the financial knowledge alone, leaving the other partner without the full picture, and the family without a shared view of the future.
CrestCast changes that. It brings the same forward-looking tools to your household, shared between both partners in plain visual terms, so you can see where you're heading, model decisions before you make them, and stay on track toward the financial future your family wants.
What your household can plan for
CrestCast projects your finances forward so you can see where you're actually heading, not just where you've been.
See it in action
Your position today — tap any phone to explore.
Your forecast — tap any phone to cycle through views.
Everything in one place
A proper financial model built around how you actually live.
P&L
See your income versus outgoings across your full forecast horizon. Switch between a surplus/deficit view and a full breakdown by category: housing, debt, utilities, living costs.
Net Worth
Your assets versus liabilities plotted over time. Watch your net worth trajectory as debts clear and savings grow, updated instantly as you change any input.
Cashflow
A day-by-day breakdown of when money actually moves: salary landing, bills going out, and exactly how much headroom you have at every point in the month.
Debt & Asset Analysis
Drill into any individual liability or asset. See mortgage clearance dates, total interest cost, overpayment impact, and savings or investment projections.
Joint Household
Add a partner, split joint account contributions, and view your finances as personal, joint, or combined household, all from one plan.
Scenarios
Model what-if changes: different salary, inflation rate, or forecast horizon. Compare multiple versions of your financial future side by side.
Up and running in minutes
No accountant required.
Add your income
Enter your salary and CrestCast calculates take-home pay using UK income tax and NI. Add other income sources, pension contributions, and salary growth.
Add assets, liabilities & bills
Add property, savings, investments and pensions. Add your mortgage, loans, credit cards and student loan. Set up bills with the right recurrence. Optionally add a partner and joint accounts.
See your forecast
P&L, net worth, cashflow and debt analysis tabs update instantly. Adjust anything, salary, a bill, an overpayment, and watch the numbers change in real time.
Your data
Private by design
Your financial data is sensitive. We've built CrestCast so it stays that way.
Encrypted at rest
Your financial data is encrypted before it leaves your device and stored securely, accessible only through your account.
No bank connection
CrestCast never connects to your bank, asks for account credentials, or pulls transaction data. You enter your numbers manually. The app only knows what you choose to tell it.
Your account, your data
Your data is used for one purpose only: running your forecast. It is never sold to third parties, never used for advertising, and never shared with anyone. You can delete your account and all associated data at any time.
How CrestCast is different
- ✕Shows what you spent last month
- ✕Tells you if you're over budget
- ✕Tracks categories of spending
- ✕Gives you a snapshot of today
- ✓Projects how your net worth grows over time
- ✓Shows when every debt will clear
- ✓Models your household's entire financial future
- ✓Answers what-if questions before you make decisions