HOW TO ACCESS

• This is a template to use in Notion. It’s a free tool, and you can use it on web or the mobile app.
• To use the template you’ll need to duplicate it and add it to your own Notion. You can do that by hitting Duplicate in the top right corner and setting up an account with your email address. Once you’ve done that you’re good to go!

Welcome

Welcome to The Broke Generation weekly spending and habits review! A few things to note:

• This review is all about reflecting on where your money went, how you felt about it, and how you can maximise the value of every dollar.
• It’s less about numbers and accounts and savings goals, and more about the day to day of what’s going on in your bank account – because that is the foundation that upholds every other aspect of your financial life.
• The best way to review your spending objectively is to ensure you have a money management system in place that allows you to keep your spending money entirely separate to your savings

✨Step 1: How you felt

Before we even look at your numbers or transactions, start with how you felt.

Prompt: How did you feel about your spending this week?

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Rank how you felt on a scale of 1-10

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🌚Step 2: Let’s add some context

Question: was there anything different or unique about this week that may give context to the spending we’re about to review?

E.g. was it a busy social week, were you off work sick, how was your mental health?

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🦉Step 3: Transaction review and ranking

Task: Note down all your transactions for the week, ranking them on a scale of 1-10 of how much joy they brought you.

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