Your data, your trek.

Planning templates and apps for people who want their numbers on their own device — not on someone else's server.

See the Retirement & IHT Planner Join the MoneyTrek waiting list

The planner's dashboard: net worth, pensions, investments, cash and the inheritance-tax tracker

UK Retirement & IHT Planner

Two numbers that matter in retirement: what you're worth, and what inheritance tax would take. A Google Sheets template that keeps both up to date from balances you type in once a month.

Net worth dashboard with the change since your last snapshot
Inheritance-tax tracker with the current UK bands pre-filled and editable
Live share prices through Google Finance
Bills and income by pay period

£19.49~~£29.99~~launch price until 1 November

Buy on Etsy

Instant download. Needs a free Google account. Not financial or tax advice.

MoneyTrek, the app, is on its way

The same planner as an app on your phone: balances, holdings, bills and the IHT estimate, stored on your device and nowhere else. Leave your email and you'll hear when it's ready — nothing else, no newsletter.

Join the waiting list

The Trek family

One idea, applied to the things people actually keep track of. Each one stores its data on your device, and each one starts as a template you can use today.

MoneyTrekNet worth, inheritance tax and bills, in one place.Template available
TripTrekWhat a trip really cost, as you go.Coming
BookTrekYour library, scanned in and searchable.Coming
ScentTrekYour fragrance collection and what to wear together.Coming
RideTrekE-bike rides and charges, logged.Coming

Your figures never leave you

Templates live in your Google account; apps keep their data on your phone. There is no EjaiTrek server holding your numbers.

Built for the UK

Pounds, ISAs, pensions, HMRC's rules as published. Where a rule can change, it sits in a cell you can edit.

Made by one person

EjaiTrek is Catrine, in Cheshire, building the tools she wanted for her own retirement. Messages get answered by her.