Finance / Pro preview
Your monthly money review
A local spending reviewer that calculates labeled transactions, separates savings transfers and exports a summary CSV. Includes a worked month you can replace with your own rows. Includes reusable instructions, worked examples and an editable review sheet.
Inside the complete kit
- Clean and classify
- Reconcile the totals
- Explain the month
- Build a next-month scenario
Includes a worked example and a final review checklist.
Pro toolkit
Start with the free guide.
Members with Pro access can open the full kit and downloads. New paid subscriptions are not open yet. The free guide is ready to use.