2026 Month-at-a-Glance Worksheet 3 of 4

Month-At-A-Glance Worksheet

Form 3 of 4 — Your Financial Snapshot

This worksheet gives you a clear, calm overview of your entire month—without budgeting apps, complicated rules, or pressure to be perfect.

The Month-At-A-Glance sheet is your planning page. It lets you see everything coming up in one place so nothing sneaks up on you and nothing lives only in your head. This is where clarity replaces stress.

What This Worksheet Does

✔ Lists every bill, subscription, and payment for the month

✔ Shows due dates, amounts, and notes in one simple view

✔ Helps you spot tight weeks before they happen

✔ Makes your plan visible to anyone sharing finances with you

✔ Creates a living snapshot you can update as life changes

This is not a strict budget.

This is a financial map.

How to Use It

• Fill in every bill, subscription, or payment you expect this month
• Include how it will be paid if that helps you think clearly
• Check items off as they’re paid
• Add new items as they come up

No erasing. No starting over.

This worksheet is meant to be used, not kept pretty.

Why This Matters

When everything lives in your head, your nervous system stays on edge.

This worksheet:

• Reduces mental load
• Prevents “surprise” bills
• Creates shared understanding between partners
• Gives you confidence before payday ever arrives

Clarity is calming—and this page delivers it.

Who This Is For

This worksheet is perfect if you:

• Feel anxious about what’s due and when
• Want to stop relying on memory alone
• Share finances with a spouse or partner
• Are using Velocity Banking and need a monthly overview
• Want structure without restriction

You don’t need discipline.

You need visibility.

What You’ll Receive

📄 1 printable PDF worksheet

🗓️ Reusable every month

✍️ Designed for pencil-and-paper clarity

This is Form 3 of 4 in the Debt Clarity system and works best when paired with the Money Tracker worksheet.

Gentle Reminder

This page is not about control.

It’s about relief.

You’re not behind.

You’re getting oriented.