Annual Money Review Template
Run a yearly review of income, spending, and goals.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Create an annual money review for me. Last year's totals if known (income, spending, saving, debt): [ANNUAL_NUMBERS]. Goals I set last year and what happened: [LAST_YEAR_GOALS]. Big changes coming: [COMING_CHANGES]. Provide a review template in four parts: numbers (a table comparing this year with last year and the difference), reflection questions (what surprised me, what I'm proud of), goals for the next year with measures and dates, and a calendar of financial admin tasks by month (renewals, document gathering, reviews of subscriptions). Suggest how to hold the review as a 90-minute session with a break. Do not recommend products. Add a note for couples to hold it together and an alternative for people who find numbers stressful. Add a one-page 'year in numbers' dashboard layout that I can copy into a spreadsheet, listing the six figures to calculate (total income, total spending, saving rate, debt change, emergency fund in months, biggest category change) and the formula for each. Include a question on what I will stop doing, since reviews usually add tasks without removing any. Give me a framework rather than a verdict. No product picks, no return forecasts, and any tax or legal statement needs a [JURISDICTION] note and a [VERIFY] flag.
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