A simple monthly checklist to review your spending, savings, bills, goals, and next money moves.
FREE MONEY PLANNER
Monthly Money Reset Planner
A simple interactive planner to review your spending, organize bills, check subscriptions, set a savings target, and choose one clear money move for the month ahead.
Fill it online, save your progress in this browser, print it, or download the PDF for offline use.
Section 01
Quick Money Snapshot
Fill this in first. It gives you a clear picture before you start making changes.
Planning for
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Your entries are saved only in your browser. They are not submitted to Wealth Drafts.
Section 02
Spending Review
Write the biggest areas where money went last month. Estimates are fine.
| Category | Amount | What Changed? |
|---|
Total Tracked
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Section 03
Money Leaks to Fix
Small leaks are often easier to fix than big lifestyle changes.
Unused Subscription
Cancel
Keep
Impulse Spending Trigger
Reduce
Replace
Fee, Penalty, or Late Charge
Prevent Next Month
Low-Value Habit
Limit
Remove
Section 04
Upcoming Bills Planner
List important bills before the month begins so nothing surprises you.
| Bill | Due Date | Amount | Notes |
|---|
Total Bills
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Section 06
10-Minute Subscription Audit
Check recurring payments and decide what deserves to stay.
| Subscription | Monthly Cost | Used Last 30 Days? | Decision |
|---|
Subscriptions Total
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Section 05
Savings Target
Pick one target. One clear goal is better than five vague ones.
Section 07
Next Month Money Rules
Tap to commit to the rules you will actually follow this month.
- I will check my balance before making non-essential purchases.
- I will wait 24 hours before buying anything I did not plan.
- I will set aside savings before spending on extras.
- I will review subscriptions once this month.
- I will track spending at least once per week.
- I will avoid one spending trigger that hurt my budget last month.
Section 08
Weekly Money Check-In
A small check-in once a week keeps the plan alive.
Week
Spent Too Much On
Saved / Paid
Next Adjustment
1
2
3
4
Section 09
One Clear Money Move
Finish with one action. This is the most important part.
This Month's Commitment
My one money move is...
Reminder: You do not need a perfect budget. You need a repeatable money routine that helps you notice leaks, plan ahead, and make one better decision at a time.
Progress saved
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Want the printable version?
Download the PDF planner and keep a copy on your device, print it, or reuse it every month.
Download PDF Planner