Money words explained: a plain English glossary
Cheat sheet for finance and money educators
For money educators who want people new to managing money on their list.
Checklist
The yearly money check up
How to use this checklist
Offer it to people who want to get on top of their money but do not know where to start. It turns a vague worry into an hour of clear tasks.
What is inside
Income and spendingKnow your monthly take home pay: The amount that actually arrives, not the headline salary.
Savings for the unexpectedKnow how much you could reach quickly in an emergency.
DebtsList every debt: Who it is with, the balance, the interest rate and the monthly payment.
Saving for the long termFind out what long term savings you already have, including workplace pensions from old jobs.
ProtectionKnow what insurance you already have, including any through your work.
Paperwork and adminKeep a list of every account in one safe place.
Finish with three actionsWrite down the three changes that matter most.
Three title ideas for your own version
The yearly money check up
Your money in one afternoon
A once a year review of your finances
Where to promote it
Instagram carouselsmoney podcastsYouTubeworkplace wellbeing talks
What should a yearly money check up include?
Income and spending, savings for emergencies, debts, long term savings, protection and paperwork, finishing with three dated actions.
Make this checklist your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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