Part 3: Monthly Check-Ins

My Monthly Money Date

From Chapter 12

Month: _________ Year: _________

1. Balances (just observe, no judgement):

Current Account: $_________

Savings: $_________

Debt: $_________

Pension/Investments: $_________

2. Auto-transfers: Are they running? ☐ Yes ☐ No

3. One expense reviewed and can I reduce it by 5%? ☐ Yes ☐ No

4. Joy spending check: Did my purchases bring me joy? ☐ Mostly yes ☐ Mostly no ☐ Mixed

5. Intention for next month:

6. Note one win from this month:

My Monthly Progress Tracker