<aside> 🔐 Please click “Duplicate” in the upper right hand corner before editing the template. If you don’t have a Notion account, you’ll be prompted to create a free one to access the template. Numbers below are examples only - please delete and fill with your own information after duplicating the template.

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<aside> 📌 Current Actions Items

• [ ] Write down all debts in My Financial Picture
• [ ] Pay est. taxes by April 18th
• [ ] Create Google Drive folders for important financial documents
• [ ] Update personal cash flow numbers
• [ ] Action item #5

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<aside> 📌 Current Goals

• [ ] Save $35,000 for down payment by 2024
• [ ] Save $1,500 for quarterly travel ($500 month, automate it)
• [ ] Pay off all debt by November 2023
• [ ] Goal #4 </aside>

<aside> 📌 My Financial Snapshot

Monthly income: $5,700

Monthly spending: $4,400

Total cash savings: $3,748

Total debt: $14,350

Total invested: $13,969

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My Financial Picture

Personal Cash Flow

Goals & Dreams

Document Organization

Monthly Financial Checklist

• [ ] Pay rent/mortgage
• [ ] Pay credit card bill(s)
• [ ] Review debt payoff progress
• [ ] Review savings & automated transfers
• [ ] Review personal cash flow (RocketMoney)
• [ ] Review accounting software & business cash flow
• [ ] Check credit score (Credit Karma or your credit card app)

Helpful Resources

Financial Tools

💳  AnnualCreditReport.com

10+ Financial Calculators

Financial Education Content

Annual Housekeeping Checklist

Click here to visit r/creatorbread

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<aside> 🖤 Made by Treyton DeVore

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