Templates · MoneyMoney templates that arrive
already finished.

10 plans for money, each one whole — the goal, the projects that move it, the first tasks already dated, and the routines it depends on. You can read every record one will create before you install it.

Money

Pick the one that matches what you are running

Get on top of money

Know what comes in and out, clear what is expensive, and save one specific thing.

1 goal · 2 projects · 5 tasks · 2 routines

Build an emergency fund

One month's costs first, then three — with the transfer automated so it is not a decision.

1 goal · 2 projects · 5 tasks · 1 routine

Start investing

Learn enough to not need advice, open the account, and automate the boring part.

1 goal · 2 projects · 5 tasks · 1 routine

Plan for retirement

Find every pension you have, work out what it adds up to, and change one contribution.

1 goal · 2 projects · 5 tasks · 1 routine

Manage a first salary

Where it goes decided in the first month, before the spending sets the pattern.

1 goal · 2 projects · 5 tasks · 1 routine

Write a will

The decisions made at home, so the appointment is short and the document is right.

1 goal · 2 projects · 6 tasks · 1 routine

Set up sinking funds

The bills you can see coming, divided by the months until they arrive, saved a little at a time.

1 goal · 2 projects · 6 tasks · 1 routine

52-week savings challenge

A little more set aside each week for a year, automated so it survives the weeks you forget.

1 goal · 2 projects · 7 tasks · 1 routine

Plan to retire early

Your number, your savings rate, and the date they meet, recalculated every year rather than guessed once.

1 goal · 2 projects · 9 tasks · 1 routine

Budget with the 50/30/20 rule

Take-home pay split into needs, wants and savings, adjusted to your real numbers rather than forced to fit.

1 goal · 2 projects · 8 tasks · 1 routine
✦ Everything else

The other categories

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start this evening.

Free on any plan. You will see everything it creates before anything is saved, and it is all tagged together in case it turns out not to suit you.

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