Articles

Articles

Worked explanations of the calculations behind everyday money decisions — written with real figures rather than round numbers, because the arithmetic is usually where budgets go wrong.

myFinnexa exists because two questions come up constantly: where is my money actually going, and is this business making anything. The tools answer them. These articles cover the reasoning underneath — the conversions, the ratios and the handful of formulas that decide whether a budget survives the year.

Budgeting and cash flow

Small business numbers

Where to start

If you are setting up a budget for the first time, read putting every bill on the same scale first. Almost every budgeting mistake that follows traces back to comparing costs that were never on the same footing, and it takes ten minutes to fix.

If your budget already balances but your savings never grow, go straight to sinking funds. That gap is the usual culprit, and the number involved is larger than most people expect.

For a business, margin vs markup comes before break-even, because the break-even calculation depends on having the margin figure right. Getting the first one wrong makes the second one optimistic in a way that is hard to spot.

These articles explain general methods and arithmetic, not personalised financial advice. Your circumstances, tax rules and local costs differ — treat the worked examples as illustrations of the method rather than recommendations, and check anything consequential with a qualified adviser.

The tools

Everything here can be worked through on paper. If you would rather not, the budget tracker handles frequency conversion and category breakdowns for personal finances, and the business calculator tracks sales, expenses, profit and margin over time. Both run entirely in your browser, with nothing sent to a server and no account to create.