Free printable worksheet
Let’s put your money
on the same page.
You can leave gaps. Each gap tells you what to find out next.
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Your Money Map
Date: ___________________ My next review: ___________________
1. My monthly picture
Money coming in: __________________________________
Essential spending and commitments: __________________
Other spending: ___________________________________
What remains / any shortfall: _________________________
2. What I own and owe
Use nicknames, not account numbers. Include savings, investments, retirement accounts, insurance documents, and loans where relevant.
| Account / document | Whose name? | Can I access it? |
|---|---|---|
| ________________ | ____________ | ____________ |
| ________________ | ____________ | ____________ |
| ________________ | ____________ | ____________ |
| ________________ | ____________ | ____________ |
| ________________ | ____________ | ____________ |
| ________________ | ____________ | ____________ |
3. Money I can reach when needed
Where it is and how I access it: ________________________
Any withdrawal restrictions I need to check: ______________
4. My next conversation
One thing I want explained: __________________________
Who or which official provider can help: _________________
The next small action I will take: _______________________
Capital & Freedom · capitalandfreedom.com
Keep your completed copy secure. This worksheet is general education.
A little clarity, every week
Make money a subject
you feel at home with.
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