Net New Money

Money in less money out. Market performance is excluded by definition.

Filtered from the targets sheet:
2026-05
Money out
ClearBack to targets

Money in

€0

Money out

€443.4K

Net new money

-€443.4K

Movements

19

By month (rolling twelve)
MonthInOutNet
Sept€21.3K€5.1K€16.2K
Oct€78.5K€38.1K€40.4K
Nov€40.5K€40.8K-€250
Dec€42.5K€11.6K€30.9K
Jan€19K€28.6K-€9.6K
Feb€136.5K€79.1K€57.5K
Mar€14K€130.1K-€116.1K
Apr€512.8K€27.1K€485.7K
May€88.5K€443.4K-€354.9K
Jun€415.5K€7.1K€408.4K
Jul€73K€5.1K€67.9K
Aug€15.3K€55.3K-€40K
Biggest inflows

Nothing in this period.

Biggest outflows
Every movement in the period (19)
  • Margaret Cullen
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€2,070
  • Margaret Cullen
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€850
  • St Brendan's Credit Union
    Fees paid
    Quarterly management charge debited from cashSinéad Ní Mhurchú · 26 May 2026-€6,110
  • The Ashling Trust
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€1,420
  • Declan and Aoife Moran
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€500
  • Hartnett Motors Limited
    Fees paid
    Quarterly management charge debited from cashJay Kavanagh · 26 May 2026-€1,580
  • Peter Loughlin
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€470
  • Niamh Ó Braonáin
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€620
  • The Fitzgerald Family Trust
    Fees paid
    Quarterly management charge debited from cashJay Kavanagh · 26 May 2026-€2,520
  • Cormac Duignan
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€1,860
  • Ballyvourney & District Credit Union
    Fees paid
    Quarterly management charge debited from cashSinéad Ní Mhurchú · 26 May 2026-€3,680
  • Sorcha and Eoin Hegarty
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€280
  • Cuan Mara Charitable Foundation
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€920
  • Ruairí Mac Suibhne
    Fees paid
    Quarterly management charge debited from cashCharlie Murtagh · 26 May 2026-€790
  • Kilbeggan Engineering Limited
    Fees paid
    Quarterly management charge debited from cashJay Kavanagh · 26 May 2026-€1,980
  • Peter Loughlin
    Transfer out
    Partial transfer to Davy — no contact for months before it movedCharlie Murtagh · 21 May 2026-€410,000
  • Declan and Aoife Moran
    Withdrawal
    Client-instructed withdrawalCharlie Murtagh · 12 May 2026-€3,500
  • Ruairí Mac Suibhne
    Regular drawdown
    Scheduled pension incomeCharlie Murtagh · 3 May 2026-€1,200
  • Margaret Cullen
    Regular drawdown
    Monthly ARF payment, first of the monthCharlie Murtagh · 1 May 2026-€3,000