<aside> 📌 Recommend to use RocketMoney (formerly Truebill)

Review weekly or monthly, update these numbers quarterly

</aside>

Annual Income

<aside> 💰 Household income (annual)

Source #1:

Source #2:

Source #3:

</aside>

After-tax monthly income

<aside> 💰 After-tax income (monthly)

Source #1:

Source #2:

Source #3:

</aside>

Savings

<aside> 📈 Total Savings: $xx,xxx

Savings account: $xx,xxx Link to account:

Emergency fund: $xx,xxx Link to account:

Other:

</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:

</aside>

Debt

<aside> 💲 Total amount of debt:

Student loans: Interest rate:

Credit card: Interest rate:

Auto loan: Interest rate:

Mortgage: Interest rate:

Other: Interest rate:

</aside>

Insurance

<aside> 💲 Total amount of debt:

Student loans: Interest rate:

Credit card: Interest rate:

Auto loan: Interest rate:

Mortgage: Interest rate:

Other: Interest rate:

</aside>