Monthly Money Date Checklist

Know Exactly Where Your Business Money Stands — In Just 30 Minutes a Month

This FREE printable checklist + guide walks you through a simple monthly money routine—so you always know what came in, what went out, and what needs your attention. No spreadsheets, no accountant, no dread.

What’s included:

✅ A printable 6-section checklist that takes about 5 minutes per section

✅ A quick setup guide so you can do your first Money Date this week

✅ Simple check-off prompts and fill-in lines—no special tools or money skills required

✅ An annual income tracker so you can watch your year add up, month by month

Why you’ll love it:

If checking your business finances is something you avoid until tax time or until something goes wrong, this routine changes that. One calm, scheduled 30-minute check-in a month catches small problems before they become big ones, and replaces money stress with a clear picture of exactly where you stand.

Perfect for freelancers, online service providers, and anyone with irregular income who wants to feel in control of their business money.