A calm monthly CEO Day ritual for checking in with your finances.
The Monthly CEO Day Freebie is a simple Google Sheets template designed to help you pause once a month and review your finances with clarity and intention.
Instead of avoiding your numbers or leaving everything until the end of the year, this template encourages a short monthly check-in, take a moment to review your income, summarise your expenses, and reflect on how money flowed through your life or business.
Your CEO Day is simply a dedicated time to step out of daily work and spend a little time looking at the bigger financial picture.
The goal is not perfect bookkeeping, but awareness, consistency, and a calmer relationship with your finances.
WHATS INCLUDED:
The template provides a simple monthly reset page where you can:
• complete a CEO Day financial checklist
• record your total gross income for the month
• record your total net income received
• record total trade-related and personal expenses
• write a short monthly financial reflection
You’ll also find:
• a Start Here page explaining how to use the system
• a Financial Intentions page to set the tone for the year
• a currency selector so the template can be used anywhere in the world
Each month you simply duplicate the CEO Day page, creating a gentle financial diary of your year.
WHO THIS TEMPLATE IS FOR
This template is ideal for:
• freelancers and independent earners
• creatives and consultants
• anyone with irregular income
• anyone who wants a simple monthly financial check-in
WHAT THIS TEMPLATE IS NOT
This template is intentionally simple and does not include detailed financial tracking.
It does not include:
• transactional income or expense logging
• accounting features
• tax calculations
Instead, it focuses on a simple monthly snapshot and reflection.
A SMALL MONTHLY HABIT
Your CEO Day reset takes about 45min to and hour each month.
Over time, these small check-ins can bring surprising clarity and confidence to your financial life.
FILE FORMAT
Google Sheets Template
Once downloaded, you will be able to create your own copy and begin using it immediately.
DISCLAIMER
This template is provided for personal organisation and financial awareness only. It is not accounting software and does not constitute financial, tax, or legal advice.
