Budget reflection
Configure this interactive budget reflection worksheet with 4 focused prompts. Create a Coachful account to view, copy and download your summary.
Fill the spaces with concrete observations and ideas. Connect what you notice to an action you can try, then review what happens.
1. Revenue
Where does the money come from? Describe the sources, amounts and what is most reliable.
2. Costs and trade-offs
What is this costing you, in time, energy, money or relationships? Add up the real price.
3. Priorities
What matters most right now? Name the priority and what you will let wait.
4. Review date and signs of progress
When will you review this? Choose a date, what you will look for and what you will adjust if it is not helping.
Create a Coachful account to view, copy and download your summary.
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