Money Audit

Pull out the last twelve months of financial statements - every single penny coming in and going out. Don’t skip a single charge. Don’t skip a single deposit. Most banks make available the last 12 months of statements in your online account if you don’t have print copies.

 

Compile every charge and every deposit into the first four columns of the chart below. Once the chart is complete circle back to this activity in The Examined Life Workbook for additional instructions.

Click here for an expanded money audit template in Numbers format.

Click here for an expanded money audit template in Excel format.

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