Introducing Moneydocs

At Moneycube, we’re big believers in helping you take control of your money. That’s why we’ve created Moneydocs. You can download it here.


What does Moneydocs do?

It’s a place for you to record your key financial information – both to make it easier for you to run your financial life, and also to communicate it to others when they need to know. Moneydocs will help you to:

  • Feel in control of your finances
  • Identify gaps in your financial plans
  • Maintain your financial wellbeing – and that of those around you

Using Moneydocs is simple:

  1. Download a copy and fill out all the sections that are relevant to you. The grey boxes are for completion, and you can add or remove sections to tailor things for your situation.
  2. Review it at least annually, and consider the need for updates, or if there are gaps you should address.
  3. Think about sharing it with your next of kin or someone you trust or letting them know it exists and where they can find it.

We hope you find Moneydocs useful! Please share it with others you think might find it useful, and send your feedback to


By investing €400 a month you could save €27,900 in 5 years

Using our "Picture your money" tool, you can find out how your money could work for you.

Start now It only takes a minute to get started

Note: This is an initial indication to help you picture your money. Remember that with investments it is not possible to know for certain what returns you will achieve. Please note the investment warnings at the bottom of the page. This is the approximate before-tax return on an investment which grew at 6% over 5 years.


Should you be doing more with your money? Our free ebook guides you through your investment options and shows you how to avoid the investing pitfalls that could derail your finances.



How to get started investing in Ireland