JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECMONEYMAPACCTMAPACCOUNTSHEALTHDATESRHYTHMADMIN
GoalsJanuary 2027
This check-in
Checked on
Next check-in
Net worth: own against owe
Net worth, a column a month
Debt left, rung by rung
Savings, jar by jar
What’s inside · 7 kinds of page
Money map
This check-in
Checked on
Next check-in
Net worth: own against owe
Net worth, a column a month
Debt left, rung by rung
Savings, jar by jar
Money map
Account map
The map
Drawn on
Accounts in all
Where the money lives
Net worth on this map
Owned
Owed
Net worth
Accounts to open or close
Changed since the last map
Account map
Account directory
The list
Updated
Accounts in all
Every account
AccountHeld atOwn or oweUsed forPapers kept
Where the paperwork lives
Who else should know
Account directory
Money health check
The check
Checked on
Next check
Six vital signs, coloured in
Savings rate
0%50%100%
Emergency cover
0%50%100%
Debt against income
0%50%100%
Credit in use
0%50%100%
Spending to plan
0%50%100%
Net worth growth
0%50%100%
The numbers behind them
SignNowAimNext move
Signs in good shape
THIS CHECK
LAST CHECK
BEST SO FAR
AIM FOR NEXT
SIGNS TO LIFT
Needs the most care
Money health check
Money dates
The span
From
To
Fourteen months of money dates
MonthPaydaysBig billsRenewalsCheck-in
Rates and deals that end
Tax and paperwork dates
Money dates
Money rhythm
My money date
Day of the month
Time
Where
The month, in order
1
Plan the monthTIME
2
PaydayTIME
3
Bills outTIME
4
Weekly checkTIME
5
Mid-month lookTIME
6
Month-end closeTIME
Set to run on its own
Who does which job
JobWho
Money rhythm
Money admin
The month
Month
Quarter
This month
This quarter
Renewals and expiries
WhatWhen
Money admin
