Free checklist

See where your money actually stands. Takes 5 minutes.

No app to download, no bank account to link, no spreadsheet to build first. Just a one-page checklist you can run today, then again every month.

What's in it

A 5-minute "today" list to see your real, spendable balance right now
A simple 7-day habit to start tracking without linking any account
A once-a-month reset to catch subscriptions and expenses that crept up

You're in — check your inbox for the checklist. If you don't see it in a minute, check spam.

One PDF, plus occasional notes on new trackers and planners. Unsubscribe anytime. We don't sell your email — see our privacy policy.

Why we're giving this away

Every tracker we build starts from the same idea this checklist does: you don't need to hand your bank login to a third party to get a clear picture of your money. If the checklist is useful on its own, great. If you want it to run itself every day instead of on paper, that's exactly what our budgeting trackers are for.

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