MONTHLY MONEY REVIEW
A 20-minute check-in: what came in, what went out, what to change 🌿
Month
Year
No shame, just numbers — look back so next month can feel a little lighter.
Month in Review
This Month at a Glance
Money In
$
Money Out
$
Total Saved
$
Left Over
$
✅ What went well this month?
⚠️ Where did I overspend?
CATEGORY CHECK — PLANNED vs. ACTUAL
Category
Planned
Actual
+ / −
Housing / Rent
Groceries
Gas / Transport
Eating Out
Bills / Utilities
Personal / Shopping
Debt Payments
Savings
3 CHANGES FOR NEXT MONTH
1.
2.
3.
NEXT MONTH GOAL & SAVINGS CHECK-IN
My #1 money goal next month
Savings goal:
$
Saved so far:
$
"You're not behind — you're paying attention. That's exactly how progress starts." 🌿