{
  "format": "thendoo-template/v1",
  "id": "monthly-budget-review",
  "name": "Monthly budget review",
  "locale": "en",
  "templates": [
    {
      "type": "project",
      "name": "Monthly budget review",
      "body": {
        "items": [
          {
            "title": "Note anything unusual this month",
            "offset_days": -2,
            "checklist": [
              "One-off costs, like repairs or gifts",
              "Refunds you are still waiting for"
            ],
            "notes": "A two-line note now saves guessing later when a category looks high."
          },
          {
            "title": "Import the month's statements",
            "offset_days": 1,
            "checklist": [
              "Every account and card exported as CSV",
              "Each file imported into the right account",
              "Counts checked for new, already here and unreadable lines"
            ],
            "notes": null
          },
          {
            "title": "Sort uncategorized transactions",
            "offset_days": 1,
            "checklist": [
              "Each transaction given a category",
              "A rule added for any payee you sorted by hand twice",
              "Transfers between your own accounts linked"
            ],
            "notes": null
          },
          {
            "title": "Compare spending with your budgets",
            "offset_days": 2,
            "checklist": [
              "Money in, spent and left over noted",
              "Categories over their limit listed, without judging them",
              "Bills coming up in the next 14 days checked"
            ],
            "notes": null
          },
          {
            "title": "Set next month's budgets",
            "offset_days": 3,
            "checklist": [
              "Limits that were clearly too low or too high adjusted",
              "Known big costs next month written down"
            ],
            "notes": "Budgets can't be edited in place yet. Delete the old one and add a new limit."
          }
        ],
        "body_md": null
      }
    }
  ],
  "habits": [],
  "categories": []
}