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 ActivityTracker
- 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
Run it with the dates filled in.
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