Your checklists (
0
)
AI Checklist Generator
From the makers of
Manifestly Checklists
Sign in
Email address
Email me a magic link
Home
> manage finances
manage finances
Personal Finance Management Checklist
Create a budget
Determine monthly income
List all expenses
Allocate funds for savings and emergencies
Track expenses
Keep receipts and record purchases
Use budgeting apps or spreadsheets
Review spending habits regularly
Savings and Investments Checklist
Set financial goals
Short-term goals (e.g. vacation)
Long-term goals (e.g. retirement)
Determine how much to save each month
Build an emergency fund
Save 3-6 months' worth of expenses
Keep funds in a separate account
Only use for emergencies
Invest wisely
Research different investment options
Diversify your portfolio
Monitor investments regularly
Debt Management Checklist
Create a debt repayment plan
List all debts and their interest rates
Prioritize high-interest debts
Make extra payments when possible
Negotiate with creditors
Request lower interest rates
Ask for a payment plan
Consider debt consolidation
Avoid acquiring new debt
Use cash instead of credit cards
Limit unnecessary expenses
Stick to your budget
Financial Planning Checklist
Review insurance coverage
Health insurance
Life insurance
Homeowners/renters insurance
Plan for retirement
Contribute to retirement accounts
Consider employer-sponsored plans
Consult with a financial advisor if necessary
Update your will and estate plan
Determine beneficiaries
Assign power of attorney
Review and update documents regularly
Income Generation Checklist
Explore additional income sources
Freelancing or side gigs
Rental properties
Selling products or services online
Invest in your skills
Take courses or certifications
Attend workshops or seminars
Network with professionals in your field
Consider passive income streams
Dividend-paying stocks
Real estate investments
Peer-to-peer lending platforms
Download CSV
Download JSON
Download Markdown
Use in Manifestly
Use in Manifestly