Routine guide
A short monthly close-out to review money, calendars and loose tasks before the new month starts.
An end-of-month review keeps you from drifting from one month to the next. You look at what happened, tidy a little admin and make light plans for the one ahead.
Use this routine in the last few days of the month or the first day of the new month.
Review spending and income
Look over the month’s transactions and note any surprises, trends or one-off costs.
Check bills and subscriptions
Confirm everything expected went out, spot price rises and cancel anything you no longer use.
Scan the calendar for next month
Look ahead for big events, trips or busy weeks and note anything that needs preparation.
Clear a small admin backlog
Reply to a few outstanding messages, file key documents or tick off quick life admin jobs.
Set simple focuses for next month
Note one to three areas you want to move forward at home, work or with money.
How is this different from the monthly bills routine?
The bills routine focuses purely on payments and subscriptions. This checklist zooms out to look at spending patterns, calendars and general life admin.
Save this template as a reusable routine, tweak the steps and run it in Run Mode whenever you need it.
Life Admin Hour
A weekly or fortnightly hour to reply to emails, file documents and book appointments.
Weekly House Reset
A calm weekly checklist to reset your main rooms so the week starts tidy instead of overwhelming.
Monthly Bills
A once-a-month review to pay bills, check statements and tidy up your money admin.