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Review Your Money
Money can feel easier to understand when you look at it regularly. A simple money review helps you know what came in, what went out, and what needs attention.
You do not need to be perfect. Just stay aware.
Add up recent income
Look at money that came in.
Include sales, client payments, deposits, app income, tips, affiliate income, or other business payments.
Add up recent expenses
Look at what you spent.
Include software, supplies, ads, shipping, tools, contractors, fees, and other business costs.
Save your receipts
Put receipts in one place.
Add receipts to your business folder, accounting tool, or monthly receipt folder.
Check unpaid invoices or pending payments
See who still needs to pay.
Review invoices, payment plans, deposits, or expected payouts.
Choose a money focus
Pick one money goal for the next period.
Your goal could be making your first sale, paying an expense, saving for a tool, or reaching a monthly income amount.
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