Week 1 Day 4 Actions Items List

Day 4

• [ ] Evaluate any existing budget or financial plan you might have.
• [ ] Consider your business's financial priorities and identify areas where you currently allocate your financial resources.

Do you currently have a budget? If so, what are things you like or don’t like about your current budget?

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Do you currently have a financial plan? If so, what are things you like or don’t like about your current financial plan?

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Review your spending for this past month

To complete this action item:

1. Print out a copy of your most recent bank statement.
2. Get out a highlighter (any color).
3. Highlight the following items on your statement.
4. Add them to the list below.

Highlight Your Statement Then Fill In Below

• The largest expense of the month:

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• Where I spent the most money this month:

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• What unexpected expenses happened this month:

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  *Budgeting will be covered in more detail in Week 3. Use this day to bring awareness of your spending patterns and what might need more attention during the budgeting section.

  **Don’t toss your bank statement. You will use it tomorrow.

  *How to save this page to your notion account: Read Here