Readiness
Check your finance readiness
0 of 8 complete
0 in progress
Identity
0 of 1 in place, next: I have a valid personal ID
Identity
0 of 1 in place, next: I have a valid personal ID
I have a valid personal ID
National ID card, passport, or driving licence.
Money
0 of 1 in place, next: I use a bank account or mobile wallet
Money
0 of 1 in place, next: I use a bank account or mobile wallet
I use a bank account or mobile wallet
A place to receive money and see what comes in and out.
Records
0 of 2 in place, next: I keep simple income records
Records
0 of 2 in place, next: I keep simple income records
I keep simple income records
Three months of notes on money coming in.
I keep basic customer or sales notes
A simple record of who bought what and when.
Planning
0 of 2 in place, next: I have a monthly cash flow note
Planning
0 of 2 in place, next: I have a monthly cash flow note
I have a monthly cash flow note
A one page list of what you spend and what you earn each month.
I have talked it over with someone I trust
A partner, family member, mentor or friend.
Business
0 of 2 in place, next: My business is registered (if I have one)
Business
0 of 2 in place, next: My business is registered (if I have one)
My business is registered (if I have one)
A registration certificate helps providers recognise your business.
I have a tax reference (TIN)
A Taxpayer Identification Number is free to obtain.
Help me read a document
Upload a form, letter or notice. CAFIA can make the visible text easier to review.
Useful for: business forms · programme notices · finance information
Do not upload ID documents, bank statements or account details.