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Monthly Numbers Check-In
Your end-of-month check. About 5 minutes. Look back at this month, then set up next month.
Looking back at this month
Looking at this month's budget, did you spend about what you planned in each category?
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A
Yes
B
Mostly
C
Not really
What went well this month, and what did you do that made it work?
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What would you do differently?
Setting up next month
Is next month's budget zeroed out (every dollar has a job)?
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A
Yes
B
Almost
C
Not yet
If not, what could you do to close the gap? More income, an expense to trim, something else?
Any birthdays, holidays, trips, or bigger expenses coming next month? Are they in the budget?
Total debt today (Monarch plus anything not linked there)
Total savings today (Monarch plus anything not linked there)
How confident do you feel about next month?
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Anything you want to talk about next session?
What's one thing you'll do differently next month, and when will you do it?
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Submit
