AUGUST MONTHLY RESET 💜 goal & habit setting, budgeting, & monthly planning!, by Kaylan Kerbler on YouTube. 24 min 56 s.
- Video length
- 24 min 56 s
- Time to do it
- 45 minutes
- Difficulty
- Easy
- Steps
- 9
What you need
Steps
Block 30 to 45 minutes at the end or start of a month. Put your phone on silent and open your planner or a blank spreadsheet.
Read back over last month. Note what worked, what slipped and anything you want to change, without judging yourself.
Pick no more than three goals for the new month. Write each one so it is specific and can be finished or measured by the last day.
Turn each goal into one daily or weekly habit. For example, a savings goal becomes a weekly transfer every Friday.
Draw or open a habit tracker with the days of the month across the top and your habits down the side. Tick a box each time you do one.
Open your bank statement and add up last month's spending by category: rent, food, transport, subscriptions, fun.
Decide your savings amount first, then split what is left into fixed bills, flexible spending and a small buffer.
Build the budget in a spreadsheet with one row per category, a planned column and an actual column, then total both with a SUM formula.
Fill your calendar with fixed dates, bills due, appointments and one weekly 10-minute check-in to update your tracker and budget.
Tips and common mistakes
Keep goals to three or fewer so your habit tracker stays realistic.
Put savings in a separate account on payday so you are not tempted to spend it.
Add a buffer line of about 5 to 10 percent of your income for surprise costs.
If you overspend in one category, move money from another instead of giving up on the budget.
Questions
How long should a monthly reset take?
About 30 to 45 minutes is enough once you have a routine. The first one takes longer because you are setting up your tracker and budget rows.
Do I need a spreadsheet?
No. A notebook works fine. A spreadsheet helps because you can copy the same rows each month and let formulas do the totals.
What if I miss a day on my habit tracker?
Just tick the next day. A missed box is information, not a failure, and the aim is to see the pattern over the month.
This guide was drafted from the video's details and general task knowledge. It has not been checked against the full video. Check the video and relevant product instructions before following a procedure. Report a correction.
