Yearly Summary

A twelve month grid, a check against the bank each month, and a one page Year at a Glance.

What you receive: The workbook opens in Excel and in Google Sheets. It has a twelve month grid on the same lines as the Family Update, a monthly check against the bank balance, and a one page Year at a Glance with a short year end checklist. A printable version and an example filled with a fictional year come with it.

$19, with a full refund within 30 days and no subscription. It is also part of The Complete Proof Book, eight pieces for $59 for the first 100 families ($117 bought one at a time).

Record keeping templates only, not legal, tax, financial, or Medicaid advice. The Proof Book is a trade name of The Chalk and Ledger Group LLC.