Yearly money check up checklist for money educators
Checklist for finance and money educators
For money educators who want people starting to take charge of their finances on their list.
Worksheet
What your small daily spends add up to
How to use this worksheet
Share it in workshops and posts. Seeing a small spend as a yearly figure helps people choose, without making them feel guilty.
What is inside
Work out your figureA coffee on the way to work
The spends people forgetDelivery fees: Small charges on every order.
Cutting without missing outKeep the treat, cut the frequency
What the money could do insteadBuild a safety pot. One month of spending is a good first goal.
Using your figurePut in one regular spend.
Three title ideas for your own version
What your small daily spends add up to
The small spends worksheet
Work out what a daily habit costs in a year
Where to promote it
Instagram and TikTok postsyour newslettermoney groupsworkshops
What goes in a small spends worksheet?
A calculator for the weekly and yearly cost of a regular spend, then the spends people forget, how to cut without missing out and what the money could do instead.
Make this worksheet 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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Pick one, change the words, publish.
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