Print sheet
Printable money checklist
One line per skill with a box to tick. Skills you have marked learned in this browser print with a tick. The full guides are on the money page; every skill is also in the master list, and the guides pull them together.
Money on your own terms
Tick each skill once you can do it without the guide.
- Open one account in my own name and autopay it in full
- Read all three credit reports and save dated copies
- Build a budget from last month's real statements and review each payday
- Keep one to six months of essentials in my own savings account
- Open a retirement account, name a beneficiary and automate contributions
- Confirm I contribute enough to get the full employer match
- Write a one-page household money map and review it yearly
- Hold a planned money talk and agree on one next step
- Choose a joint and separate account setup and keep one account in my name
- Plan a career break's cushion, insurance and savings in writing
- Read a lease for fees, deposit, break clause, repairs and renewal
- Search three months of statements for fees and remove them
- Know the signs of financial control and the hotline number
- Check my social security earnings record and benefit options
- Set one holiday total you can pay by January and track it
EveryWomanKnows, general information for learning. Full steps for each line are on the skill's page.