A LOOK AT THE MONTH JUST GONE

Nuts check

A completed sample review. In your own Drey, this is where you review the month, check account flows, and decide what to do with the money left over.

Completed · recap saved

Money in

$6,000.00

Monthly spending

$2,575.44

Left over this month

$3,424.56

1. Review October’s acorns

Hazel reviewed the income and spending below. Another $500.00 came straight from existing stashes, so it wasn’t counted twice when dividing up this month’s savings.

Review expenses Review income

2. Check where money flowed

All income and spending went through Oak & Acorn checking this month. Hazel kept the default accounts and didn’t record any transfers.

Updating real account balances is optional during a Nuts check. This sample keeps the calculated balances.

3. Tuck away what’s left

Hazel divided $1,400.00 of this month’s savings between stashes and left $2,024.56 unallocated.

Treehouse upgrade+$600.00

Branch hopping+$300.00

Winter cushion+$500.00

See the saved recaps Back to Drey