Your separation assessment
Work through it in any order, at whatever pace. Nothing here is graded — you're just putting names to what's already happening in your account.
The Bridge
Of everything leaving your shared account each month, how much is actually business?
Business
$0
per month
Personal
$0
per month
Total monthly outflow
$0
Monthly money recorded in assessment
$0
Mixed bills
0
This is for money that has already moved — a record of past transactions you'll tag as business or personal. It is not a list of bills coming up.
This is for what's still coming — recurring or upcoming bills with the day they come due, which is what powers the buffer forecast. It is not a record of what already happened.
Start with the five bills you'd have to think hardest about at tax time. Those are the ones costing you hours.
A clarity tool, not a budgeting app.