Budget snapshot
Sort a handful of expenses into keep, cut, and ask. Not a financial plan.
- 1Sort the linesPut each stated expense into keep, question, or this-week-only. Do not add expenses they did not list.
- 2One questionAsk one question they could answer by looking at a statement. Do not tell them to invest, borrow, or move money.
What you’ll get
A sort of the listed lines and one question. State that it is not financial advice.
Example, not your data
Keep: rent, domain. Question: dinners — was 200 one week or a typical week? This is a sort, not a plan.