✦ HAVENLY LIFE • THE MONEY SUITE ✦
Transaction Tracker
Keep every bit of money moving in and out of your accounts visible.
Use your Transaction Tracker to record income, purchases, transfers, bills and other account activity in one place. Track which account was used, whether the transaction has cleared, how much came in or went out and what your balance should be. Everything saves automatically on this device.
Money Out.
Nothing Lost.
✦ TRACKER OVERVIEW ✦
Set Up Your Transaction Log
Choose the period and starting balance you want this tracker to work from.✦ ACCOUNT ACTIVITY ✦
Transaction Log
Record money entering and leaving your accounts throughout the tracking period.✦ ACCOUNT CHECK ✦
Cleared & Pending Transactions
See how much account activity has completed and how much is still waiting to clear.✦ ACCOUNT AT A GLANCE ✦
Transaction Summary
Use the totals to compare your starting balance with all money moving in and out.✦ DOES EVERYTHING MATCH? ✦
Balance Check
Compare the tracker with your real bank balance to spot anything missing.✦ BETWEEN YOUR ACCOUNTS ✦
Transfer Notes
Keep account-to-account transfers visible so they do not look like accidental spending or extra income.✦ END OF PERIOD ✦
Transaction Review
Look through your account activity before beginning a new tracker.✦ TRANSACTION NOTES ✦
Anything Else to Remember
Keep banking reminders, missing transactions and account notes here.✦ THE MONEY SUITE PRINTABLE ✦
✦ DIGITAL PRINTABLE ✦
Prefer to keep your transaction log on paper?
Use the matching Transaction Tracker printable to record money entering and leaving your accounts, payment dates, transaction categories and balances in one organised place.
YOUR PRINTABLE CAN INCLUDE
Open the matching printable page above.
✦ Follow the money in, follow the money out, and keep your accounts making sense. ✦