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Monthly Budget Review Checklist

Stay on track financially with a monthly budget review checklist.

What this tool does

Stay on track financially with a monthly budget review checklist.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 6 groups and 20 items.

  • Income (3 items): Review paychecks received; Note any additional income; Calculate total income
  • Fixed expenses (4 items): Review rent or mortgage; Check utilities; Review insurance payments; Check loan payments
  • Variable expenses (4 items): Review groceries; Check dining out; Review entertainment; Check transportation
  • Savings (3 items): Review your emergency fund; Check retirement contributions; Review other savings goals
  • Debt (2 items): Review credit card balances; Check payment progress
  • Analysis and adjustments (4 items): Compare budget with actual spending; Identify areas of overspending; Revise the budget for next month; Set new spending targets

Tip: Set aside the same time each month and work down the list. Ticks are saved on this device.

Limitations

  • It does not hold your numbers or add them up. Use a spreadsheet or budgeting app for that.
  • It is not financial advice.
  • Ticks are saved only in this browser on this device.

FAQs

Q: Does the checklist change with my situation?
A: No. It starts as one list of 20 items. It does not ask questions or adapt, but you can add your own items and remove the ones you do not need.
Q: Are my ticks saved?
A: Yes. Ticks are saved in your browser on this device, so they are still there when you come back. They are not sent anywhere and do not follow you to another device or browser.
Q: How do I start again?
A: Untick the items you have done. Clearing your browser data for this site also removes the saved ticks.

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