Checklist templates

Start from a list somebody has already thought about. Every template copies into your own editable list: no account, nothing to install.

34 of 311 templates are tagged Money. Show all

Asking for a pay rise: checklistBuilding the case with evidence rather than a script: the market rate, the results, the right moment, and…18 items
Bulk buying checklistWhat is genuinely worth buying in a large pack, what isn't, and the storage and dates that decide it —…21 items
Buying a first home budget checklistThe costs that sit beyond the asking price, added up before an offer goes in rather than discovered…16 items
Buying a used car checklistWhat to check on a viewing, from bodywork and history to a test drive from cold, before money changes hands…21 items
Buying secondhand safely checklistMeeting a stranger, checking the item and paying safely — what to do before handing over money for anything…18 items
Cutting subscriptions checklistAuditing every recurring payment against what it's actually used for, not what it was signed up for eighteen…20 items
Disputing a bill checklistWhat to gather and who to contact, in order, when a bill looks wrong. Evidence first, then the provider…19 items
Emergency fund checklistBuilding a savings buffer from nothing, kept somewhere reachable in a crisis and nowhere near reachable on…18 items
First salary checklistWhat actually needs sorting once a proper income starts landing, before it quietly becomes just another…19 items
Flat share checklistRent, bills, the deposit and who owns the sofa — the awkward conversations worth having before moving in…24 items
Freelance client onboarding checklistWhat to agree before you start work: scope, money, access and the awkward questions that are far cheaper…33 items
Freelance quoting checklistPricing a job properly and writing a quote that protects you from scope creep, before any of the actual work…17 items
Holiday budget checklistCosting a trip properly before booking any of it, so the number in a spreadsheet still matches the one that…15 items
Identity theft checklistWhat to freeze, report and change first, in the order that actually limits the damage. Banks and the police…23 items
Insurance review checklistAn annual hour that usually saves money — what to check on every policy, what you are probably paying for…32 items
Making a will checklistThe decisions to make before seeing a solicitor, so one appointment covers everything. A solicitor drafts…22 items
Monthly budget checklistBuilding a monthly budget around irregular bills and real spending, not a good month, so it still holds up…20 items
Mortgage application checklistThe paperwork a lender will ask for, gathered before you apply rather than chased afterwards — proof of…25 items
Organising a weekend away with friendsEight people, one house, one weekend. The dates, the money and the food settled before anyone books…37 items
Pocket money checklistAn amount, a payment day and what it's actually meant to cover, agreed once so it isn't renegotiated every…17 items
Reducing food waste checklistThe habits that actually cut what goes in the bin — storing food properly, using up the fridge before the…18 items
Redundancy checklist: the first fortnightMoney first, paperwork second: what to sort in the first fortnight after being let go, calmly and in the…18 items
Retirement admin checklistThe pensions and paperwork to sort before and after the last day of work. State pension, workplace pensions…17 items
Sales shopping checklistA list decided before you go in, so a discount only buys something you already wanted — not something you…14 items
Selling a car checklistPaperwork, price and the buyer checks that stop a private sale coming back to you weeks later as somebody…18 items
Selling a phone or laptop checklistBack up, sign out and turn off activation lock before the factory reset, so the device sells for what it's…15 items
Splitting the costs of a weekend with friendsThe kitty, the receipts and the settling up, done in a way that does not leave one person eight hundred…27 items
Starting a side business: checklistRegistering properly, pricing sensibly and getting the first invoice out the door without losing months of…19 items
Student budget checklistA term's money planned out before it starts, so the last few weeks aren't spent working out where it all went.15 items
Switching bank checklistMoving to a new bank account without a missed direct debit or a payment bouncing into an account nobody's…15 items
Switching energy supplier checklistMeter readings, exit fees and the final bill checked properly, so a change of tariff or supplier doesn't…19 items
Tax return checklistEverything to gather before you sit down to file — income, expenses, reliefs and the records to keep…34 items
Wedding budget checklistWhere a wedding budget actually goes, priced out early enough to decide what matters before the deposits…17 items
Year-end money review checklistThe annual look at where it all went, and what's worth setting up differently before the next twelve months…15 items