Local planning worksheet

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Managed service

Your monthly PurposeBuilt Update

We already know your accounts, so we don't ask whether you have credit-card debt. We ask what the balances are now. About ten minutes, and you're done.

What's changed?

Enter today's balance beside each account. Leave a row blank if nothing moved and we'll carry the previous figure forward.

Update month *

Client *

Assets

Account	Last month	Today	Change

Debt

Account	Last month	Today	Change

Section 1 of 4

This month's transactions

Drag, drop, done.

Bank transaction history

Drop this month's bank exports here CSV, PDF, XLSX, OFX/QFX · redact account numbers first

Credit-card transactions Optional

Still optional, every single month. Redact any description you'd rather keep private — leave the amount and we'll categorize it as Private/Other.

Drop credit-card exports here Or skip this entirely — your Command Center still gets updated

Section 2 of 4

Anything new?

Any new accounts or debts this month?

No, same accountsNothing opened, nothing closed. Yes, something changedWe'll add it to your Command Center structure.

Any major life or financial changes? Optional

Any unusual one-time expenses we should flag rather than treat as a trend? Optional

Any new or changed goals? Optional

Section 3 of 4

Anything you'd like modeled this month?

Managed includes new scenarios on request, every month.

Quick picks

Your own question Optional

Section 4 of 4

Local planning worksheet

Your monthly PurposeBuilt Update

Assets

Debt

Bank transaction history

Credit-card transactions Optional

New accounts or debts

Your local snapshot is ready.