Routine guide
End Of Month Routine
A short ritual to close the month and prepare for the next one.
The end of the month is a natural pause point. This routine brings together money, admin and planning so you can close things out and step into the new month with a clearer head.
Step by step checklist
- 1
Review your calendar and key events
Look back over the month and notice what happened. Check off completed events and make a note of any that moved or still need attention.
- 2
Scan your spending and income
Glance through your bank and card statements. Note any large or unusual transactions and celebrate progress such as savings you have built or debts you have reduced.
- 3
Tidy loose admin tasks
Finish or formally park small admin items such as forms to sign, emails to send or documents to file. You do not have to clear everything, but closing a few loops can feel surprisingly light.
- 4
Set dates for next month’s key routines
Schedule your next monthly bills session, life admin routine and any important appointments. Putting them in the calendar now means you are not trying to squeeze them in later.
- 5
Choose a gentle focus for next month
Write down one area you would like to give a little more attention to next month such as sleep, movement or finances. Keep it simple so it feels like support, not pressure.
Tips to make this routine easier
- Run this routine on the same date each month, for example the last weekday evening.
- Keep it to around 30 minutes so it stays light.
- Pair it with your favourite drink or a walk afterwards as a small reward.
Save your end of month ritual in RoutineHQ
In RoutineHQ you can treat this end of month routine as a gentle ritual. The same steps appear every month and you simply walk through them and tick them off, adding notes as you go.
Start free in RoutineHQRelated routines
Monthly Bills Routine
Use this monthly bills routine to review statements, pay bills and check subscriptions so nothing slips through the cracks.
Sunday Reset Routine
Use this Sunday reset routine to tidy your home, review your calendar and get ready for the week ahead.
Annual Financial Checklist
Use this annual financial checklist to review savings, pensions and insurance so you can adjust your plan for the year ahead.
Frequently asked questions
Is this the same as a full monthly review?
Not necessarily. This routine is deliberately light so it is easy to keep up. If you enjoy deeper reviews you can add extra steps or create a separate review routine in RoutineHQ.
What if I miss a month?
You can always restart next month. The value comes from gently returning to the routine rather than never missing a month.
Do I need to track detailed metrics?
No. A simple glance at what is coming in and going out plus a few notes is enough for many people.