Free Tool

The Money Clarity Snapshot

Five minutes. A few honest numbers. One clear picture of where your money actually stands, including the part you can't see on your own.

Your monthly income

What actually lands in your account each month, after taxes. If it varies, use a typical month. Combine both incomes if you manage money as a household.

Enter your monthly income to continue.

The big monthly expenses

The main things that keep your household running: housing, utilities, groceries, transport, insurance, childcare. Rough numbers are fine, this is a snapshot, not an audit.

Add at least one expense with a name and amount.

The small recurring stuff

Streaming, subscriptions, apps, deliveries, eating out, the little monthly charges that feel too small to matter. List what you can remember. This is the part most families never add up.

Add at least one item, even a guess. This step is where the snapshot earns its keep.

Monthly debt payments

Credit cards, car loans, personal loans, whatever you pay toward debt each month. No judgment here, just the monthly payment amounts. If you have none, skip ahead.

What's left each month

$0

The yearly pattern

The buffer test

Your next step

You've just done the first part of Week 1.

The Money Basics System takes this exact snapshot and turns it into a working plan: a structure for your money, a real buffer, and a monthly rhythm your family can actually keep.

Show me the Money Basics System