Checklist library

Plan money before life changes get expensive.

Use these checklists to catch deposits, insurance, tax, transport, emergency fund, debt, and income changes before they turn into surprises.

Move

Move-out checklist

Deposit, first month, utilities, furniture, transport, insurance, moving costs, and starter emergency fund.

First job

First paycheck checklist

Take-home pay, benefits, taxes, retirement match, emergency transfer, debt minimums, and spending lane.

Family

New baby checklist

Medical costs, parental leave, childcare, insurance, emergency runway, sinking funds, and household roles.

Car

Car purchase checklist

Payment, insurance, fuel, maintenance, registration, emergency repairs, and debt impact.

Job loss

Income gap checklist

Runway, bills, benefits, debt minimums, subscriptions, emergency fund rules, and support options.

Wedding

Wedding money checklist

Budget owner, guest count, deposits, debt boundary, family contributions, honeymoon, and post-wedding goals.

Career break

Career break checklist

Runway, healthcare, taxes, benefits, debt, re-entry plan, and skill maintenance.

Home

Home goal checklist

Down payment, closing costs, repairs, emergency fund, insurance, taxes, utilities, and maintenance.

Template

Turn any event into a sinking fund.

Estimate total cost, subtract current savings, divide by months left, and automate the monthly amount.

Sinking fund template
Hub

Life event money hub

Go deeper with guides for moving, marriage, baby, car, job loss, and transitions.

Open life events
Source material

Verify local rules.

Insurance, tax, benefits, rental, healthcare, and employment rules vary by country and region.

Open source materials