FREE WORKSHEET
Monthly money check-in
See what changed this month and decide what needs your attention next.
Anyone who wants a regular routine without building a complicated spreadsheet.
Use your own notebook or print this page. These are writing prompts, not an online form: nothing you write on your copy is sent to Rudi.
Your starting picture
Month and date checked; take-home income; essential spending; debt payments; accessible savings. Use the same time period for each figure.
The month ahead
Next payday; bills due before then; irregular costs coming up; one question to resolve.
Your next step
One action; when you will do it; what information or support you need; date of your next check-in.
What to do with your notes
Circle one question you can answer next. If the exercise reveals a problem you cannot resolve, use the support linked in the money basics pathway.