Free project template
Monthly personal finance checklist with every task back on the list when it's due
Pay day to month end: bills, savings, the statement check, the one-line net worth.
- 3 sections
- 9 tasks
- Opens as a list
- Repeats on its own
Personal finance
Pay day
- Move savings and investments firstEvery 25th of the monthHigh
- Pay the credit cards in fullEvery 26th of the monthHigh
- Top up the emergency fund if it dippedEvery 26th of the month
Month end
- Check every statement for anything you do not recogniseEvery 1st of the month
- Write down the net worthEvery 1st of the monthOne line per month, here: date, assets, debts, net.
- Cancel one subscription you did not useEvery 3 months
Yearly
- Review insurance coverEvery year
- File the tax returnEvery 1 AprHigh
- CPF and retirement top-ups before year endEvery 1 Dec
About this template
Money gets managed in fifteen minutes a month or not at all. This project is that fifteen minutes as repeating tasks around pay day: move the savings first, pay the cards, check the statements, write down the net worth.
Tips from the template
- Move the "Pay day" tasks to your pay date.
- Automate what you can; the tasks are the check that it ran.
- The net worth line is the whole point; keep it in the description as a running list.
How to use it in Palby Planner
- 1Open Tasks and choose Templates.
- 2Find Personal finance monthly and open it. You see every section and task before anything is added.
- 3Check the name the new project gets, and change it if you like.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Yes. Copy it as a checklist or print it, with no sign-up. Using it inside Palby Planner, with the dates filled in, needs an account.
Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.
Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.
Run it with the dates filled in.
The templates are free. The app puts every task on a real date.