Your Money Snapshot — worksheet
Before you start: where your answers live
What you type here is saved only in this browser, on this device, and it stays across visits — no account, nothing sent to a server.
It will be lost if you clear your browser/site data, use a different browser or device, or open the site in private/incognito mode. For anything you want to keep permanently, also save it elsewhere (print it, or copy it into your own notes).
Estimates are fine. Listing is the whole task this week — don’t fix anything yet. Blanks are allowed; you can always come back and add more.
Monthly income
| Source | Take-home (net) | Gross (if known) |
|---|---|---|
Accounts
| Institution | Account type | Approx. balance |
|---|---|---|
Monthly bills (mark each Fixed or Variable; note subscriptions here too)
| Bill | Amount | Due day | Fixed / Variable |
|---|---|---|---|
Debts
| Creditor | Balance | APR | Min. payment |
|---|---|---|---|
Insurance policies
| Type | Carrier | Premium | Renewal date |
|---|---|---|---|
Document-gathering checklist
One reflective line to close: which single document was hardest to put your hands on? That’s usually a hint about where a folder would help most.
Everything you type saves automatically on this device — no account, nothing sent to a server. Clearing site data or switching browser/device erases it.