Week 5 worksheet

Bills and Banking — worksheet

Before you start: where your answers live

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Bill Calendar

List every recurring payment by the day of the month it’s due. Watch for clusters that land just before payday — those are the ones to move.

Day of month	Bill	Amount	Auto-pay (Y/N)

Bank Account Review

My checking and savings are at an FDIC- or NCUA-insured institution (verified, not assumed).I checked whether I’m opted in to debit/ATM overdraft, and I read my overdraft policy.I read my bank’s savings-withdrawal terms (is there still a six-per-month cap and fee?).I set a low-balance alert (if offered).I built a bill calendar and looked for due-date collisions before payday.

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Mark this worksheet as completeThis is what marks the week done on your progress — opening a page doesn’t count. You can uncheck it anytime.