Free Tool
Gather Everything
Even if you never buy the Blueprint, this is yours. A free worksheet for getting your finances in order and building your own budget. By the end, you won’t just know what you have — you’ll have it captured, sorted, and ready to use.
Gather
Pull up your bank statements. Use the 60-day trick below to surface every recurring charge.
Write it down
For each item, capture the name, amount, how often, and which account. Fill it in as you find it.
Sort it
Tag each one: Bill, Subscription, Debt, or Variable. By the end you’ll have a sorted, usable dataset.
The 60-Day Trick
Here’s a head-start you can use right now: log into your bank and search the last 60 days of transactions, then sort by description. Every recurring charge — subscriptions, direct debits, memberships — surfaces at once. Nothing slips through. Do this for every account and card you have, and you’ll have the full picture in minutes.
Sort each item into one of four buckets:
Fixed, same each time
Small recurring charge
Loans & repayments
Changes each time
If a category doesn’t apply to you, just tick it off — consider it already sorted.
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Everything you’ve captured and sorted here — the four buckets, the amounts, the frequencies — drops straight into the Blueprint’s setup, same categories already laid out, for anyone who’d rather not build their own from here.
See the Blueprint