Free guide
The 5-Minute Money Check-In
A free, no-shame mini-guide to finally seeing where your money actually goes
By the end you'll have looked at your accounts calmly and filled in a one-page snapshot showing how much came in over the last 30 days, how much went out, the gap or cushion between the two, and any recurring charges worth a second look.
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What's inside
- Before You Look: Making It Safe to Open the AppYou'll know why avoiding your balance is so common, see the two money reasons a quick look is worth it, and have your accounts, time slot and calm-down plan ready for a 5-minute check-in.
- The 5-Minute Look: Money In, Money Out, and What RepeatsYou'll have written down Money In, Money Out, the gap or cushion between them, and your lowest balance for the last 30 days, and you'll have marked each recurring charge Keep, Check, or Cancel.
- Your One-Page Money Snapshot (and How to Repeat It)You'll put your check-in numbers on a one-page snapshot, see what they say about your month, choose one possible next step (or none), and start a five-minute monthly card you can repeat.