# My monthly money review

Review date:
Previous review date:
Currency:

## My snapshot
- Cash and bank balances:
- Investments:
- Other assets:
- Debts:
- Net worth (included assets minus included debts):
- Income during the period:
- Investment contributions / withdrawals:

## My reflection
- One meaningful change:
- What might explain it:
- One-off events or changes to included accounts:
- One thing to revisit:
- My next review date:

Keep balances and account scope consistent. Do not include passwords or account numbers.
This is an organizational template, not financial, tax or investment advice.

Created by Lygu — https://lygu.finance/monthly-review-checklist/