I've tracked my money this way since 2018 and every week I take myself on a money date.
I review every transaction. I reconcile every account. I make sure my spreadsheet matches my bank balance down to the dollar. Then I intentionally plan where my money is going next.
Inside this spreadsheet, you'll also find the money affirmations I speak over my finances every time I pay bills or review my accounts.
Years ago I watched my bank account reach six figures for the first time.
Then, almost as quickly as it came, it disappeared because I had no vision for it.
Money without direction has a way of finding somewhere to go.
This spreadsheet will give your money that direction.
Know exactly where every dollar goes.
Record every transaction throughout the year and reconcile your accounts so your spreadsheet always matches your bank balance.
Plan your month with intention.
Compare your budgeted spending against what actually happened so you can adjust, improve, and stay aligned with your financial goals.
Most people want more money, very few know exactly what they'd do with it.
Before money arrives, give it a purpose.
The MoneyFesting tab helps you map out your dream financial life before it becomes your reality.
This challenge changed my financial life.
The first $10,000 I ever saved taught me discipline, patience, and confidence with money.
This tracker helps you build that same financial muscle one milestone at a time.
Step into the new year with clarity and confidence.
This all-in-one Notion template helps you map out your yearly vision, break it into actionable monthly plans, and stay on track with weekly check-ins designed to keep you grounded and motivated.
Inside, you’ll find everything you need to organize your life in one beautiful, intuitive hub:
Yearly Goal Planning — Set meaningful goals and outline the steps that actually move you forward.
Monthly Calendar & Planning Pages — Stay ahead, stay consistent, and keep your priorities visible.
Weekly Check-In Dashboard — Reflect, reset, and realign every week.
Hobby Tracker — Make space for joy. Track your creative projects and personal passions.
Books & Media Library — Keep a record of what you’re reading, watching, and listening to.
Plus so much more — Routines, reflections, notes, and customizable sections to make this space truly yours.
Whether you're leveling up your life, refreshing your routines, or simply craving a more organized year, this template is your starting point for intentional living.
Tax Questions to Ask Before Filing Jointly, Getting Married, or Combining Your Financial Life
A guided workbook designed to help you have the tax conversations most people avoid before filing jointly.
Includes:
✓ Filing history review
✓ IRS compliance checklist
✓ Current tax return preparation questions
✓ Self-employment & business ownership review
✓ Joint filing considerations
✓ International tax compliance questions
✓ Social Security conversation guide
✓ Tax Green, Yellow & Red Flags
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