- Create a list of accounts you hold and want to keep an eye on (bank accounts, investing accounts, etc.)
- Around the turn of the month, note the balance in the account
- Continue into the future and examine the trends in these accounts (are they trending in lines with your goals?)
If desired at the start, go 1-3 months into the past so that you have more information to create plans for the future based on; otherwise, just keep an eye on this as you go!