Routine guide
A short money check-in every pay day so you know where your income is going.
Pay day is a natural checkpoint for your finances. A quick routine helps you direct money intentionally instead of watching it disappear.
Use this routine on every pay day, whether weekly, fortnightly or monthly.
Confirm income received
Check that your salary or invoices have landed and match what you expected.
Move money to savings or goals
Transfer a set amount to savings, investments or sinking funds before spending.
Top up key budgets
Allocate money to essentials like groceries, transport and bills for this period.
Check upcoming large expenses
Look ahead for annual renewals, trips or events and make sure they are covered.
What if my income is irregular?
Run this routine whenever income lands. Base your allocations on a simple percentage split between essentials, goals and fun.
Save this template as a reusable routine, tweak the steps and run it in Run Mode whenever you need it.
Monthly Bills
A once-a-month review to pay bills, check statements and tidy up your money admin.
Annual Financial Checklist
A once-a-year money review to check savings, pensions, insurance and spending so you can adjust your plan calmly.
Tax Season Preparation
A pre-filing checklist to gather income documents, deductible expenses and statements so tax season feels calmer.