Build the first reliable version
Work through each module until the system is clear, repeatable, and easy to review. The goal is a reliable first version, not a bloated one.
Income calendar
Set up Income calendar so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Income calendar and the condition that counts as complete.
- Choose the single place where Income calendar is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Income calendar can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new income calendar item.
- An operator can tell whether income calendar is healthy without guessing.
Fixed cost map
Set up Fixed cost map so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Fixed cost map and the condition that counts as complete.
- Choose the single place where Fixed cost map is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Fixed cost map can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new fixed cost map item.
- An operator can tell whether fixed cost map is healthy without guessing.
Variable spend rules
Set up Variable spend rules so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Variable spend rules and the condition that counts as complete.
- Choose the single place where Variable spend rules is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Variable spend rules can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new variable spend rules item.
- An operator can tell whether variable spend rules is healthy without guessing.
Tax set-aside plan
Set up Tax set-aside plan so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Tax set-aside plan and the condition that counts as complete.
- Choose the single place where Tax set-aside plan is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Tax set-aside plan can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new tax set-aside plan item.
- An operator can tell whether tax set-aside plan is healthy without guessing.
Debt payment tracker
Set up Debt payment tracker so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Debt payment tracker and the condition that counts as complete.
- Choose the single place where Debt payment tracker is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Debt payment tracker can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new debt payment tracker item.
- An operator can tell whether debt payment tracker is healthy without guessing.
Savings transfer rhythm
Set up Savings transfer rhythm so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Savings transfer rhythm and the condition that counts as complete.
- Choose the single place where Savings transfer rhythm is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Savings transfer rhythm can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new savings transfer rhythm item.
- An operator can tell whether savings transfer rhythm is healthy without guessing.
Monthly review sheet
Set up Monthly review sheet so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Monthly review sheet and the condition that counts as complete.
- Choose the single place where Monthly review sheet is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Monthly review sheet can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new monthly review sheet item.
- An operator can tell whether monthly review sheet is healthy without guessing.