Templates·Personal finance

Personal Finance — Zero to Setup

Get every account, bill, and investment in one structured place.

18 tasks5 top-level sections

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Listr — Personal Finance — Zero to Setup

Personal Finance — Zero to Setup

5 sections · drag to reorder

  • Inventory

    4

    • List every bank account

    • List every credit card

    • List every investment account

    • List every recurring subscription

  • Emergency fund

    2

    • 3 months' expenses target

    • High-yield account picked

  • Investing setup

    3

    • Asset allocation decided

    • Auto-debit / SIP set up

    • Tax-saving vehicles maxed

  • Insurance

    2

    • Health insurance — coverage adequate

    • Term life — sum assured ≥ 15× income

  • Estate

    2

    • Will drafted + witnessed

    • Nominees set on every account