Date: _______________
The Four Numbers: Checking balance: $_______________ Savings balance: $_______________ Total debt balance: $_______________ Investment/retirement balance: $_______________ Net worth (assets minus debt): $_______________
Transaction Scan: Any unrecognized charges? Yes / No Action needed: _______________ Any subscriptions to cancel? _______________ Spending aligned with priorities? Yes / No
Budget Pulse: Needs spending: ___% used (on pace? Y/N) Wants spending: ___% used (on pace? Y/N) One adjustment for this week: _______________
Goal Progress: Goal 1: _______________ Progress: $____ / $____ (on pace? Y/N) Goal 2: _______________ Progress: $____ / $____ (on pace? Y/N) Goal 3: _______________ Progress: $____ / $____ (on pace? Y/N) One action to close the gap: _______________
Week Ahead Preview: Upcoming expenses: _______________ Bills due this week: _______________ Anything to plan or prepare for: _______________
One thing I did well this week: _______________ One thing to improve next week: _______________