Power of Attorney Money Log

Description

If you look after someone’s money under a lasting power of attorney, an enduring power of attorney or as a deputy, you’re expected to keep clear records. Power of Attorney Money Log makes that a few taps, so if a bank, a relative or the Office of the Public Guardian ever asks, the answer is ready.

What it does

• Log money in and out of each of their accounts, with categories like pensions, care fees, bills and personal spending
• Flag anything without a receipt or bill, so gaps are easy to fix
• A gifts register by tax year and by person, with the rules on gifts kept close at hand
• Note big decisions, why they were in the person’s best interests, and who you consulted
• Yearly summaries by tax year, or by deputy report year for deputies
• Print, save as PDF or export to CSV; back up and share with a co-attorney

Private and offline

Nothing you enter leaves your device. Install it like an app on Windows, Mac, Android or iPhone.

Try it first

Open the free preview and load the example. The preview holds 15 entries; a licence removes the limit and unlocks printing, exports and backups.

Helps you keep good records. It isn’t legal or financial advice: the Office of the Public Guardian publishes guidance for attorneys and deputies on GOV.UK.