Week 1 Day 5 Actions Items List

Day 5

• [ ] Consider the tools or methods you currently use for tracking.
• [ ] Begin categorizing your transactions into similar groups to understand spending patterns.
• [ ] Document your daily business transactions, no matter how small.

What tools do you currently use to track your spending? Are you happy with your current process or what would you like to change or start?

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If you do not currently have a budgeting system and would like to get started, then complete the following action item.

Use the same bank statement from yesterday and fill out the chart below:

(Feel free to customize this chart or use Excel if you prefer. A piece of paper will work too for now.)

Categorize Your Transactions

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