<aside> 📌 This page acts as an overview for your financial life. You can organize your different types of accounts and view them in a simple layout.

I recommend using RocketMoney for automatic, regular money tracking - here’s my review of it (no affiliation)

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Annual Income

<aside> 💰 Household income

Source #1:

Source #2:

Source #3:

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Savings

<aside> 🏦 Total Savings: $xx,xxx

Savings account: $xx,xxx Link to account login:

Emergency fund: $xx,xxx Link to account login:

Other:

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Debt

<aside> 💲 Total amount of debt:

Student loans: $XX,XXX Interest rate: Expected payoff date:

Credit card: Interest rate: Expected payoff date:

Auto loan: Interest rate: Expected payoff date:

Mortgage: Interest rate: Expected payoff date:

Other: Interest rate: Expected payoff date:

</aside>

Investments

<aside> 📈 Active investment accounts

Roth IRA: $xx,xxx Link to account:

401(k): $xx,xxx Link to account:

Taxable brokerage: $xx,xxx Link to account:

Other: Link to account:

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Estate

<aside> 🖤 Standard estate planning documents

Living Will:

Power of Attorney:

Living Trust:

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Insurance

<aside> 🏥 Coverages:

Health: Renewal date:

Life: Amount: Beneficiaries:

Disability: Amount:

Car: Renewal date:

Other:

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