Monthly Reset
Work through eighteen restrained checks covering sales, purchases, banking records, subscriptions and handover questions.
FREE OPERATIONAL WORKBOOK
A 20-minute reset for the financial admin you keep putting off.
Gather the loose records, identify what is still unpaid and finish the month with a short list of dated next actions.
Excel XLSX · Six focused sheets · No email required · Your information stays in your copy
FINISH WITH FEWER LOOSE ENDS
One monthly review, six practical sheets.
Missing Records
List what is missing, who to ask and the next date without copying sensitive documents into the workbook.
Unpaid Invoices
Record invoice references and administrative next actions while keeping your accounting record as the source of truth.
Next Actions
Give each unresolved item an owner, priority, status and realistic date.
Professional Handover
Separate routine administration from questions needing accounting, tax, legal or other professional judgement.
App Handoff
Open ClearRoutine Follow-Up from inside the workbook when a task needs continuing attention.
A PLAIN ADMIN TOOL
No bank connection. No automatic messages. No financial decisions.
The workbook organises tasks and questions. It does not calculate tax, submit information to HMRC, replace bookkeeping software or provide professional advice.
Keep the source material where it belongs.Use short references instead of card details, passwords, identity documents or confidential attachments.Check amounts and statuses against the accounting records you normally maintain.Ask a suitably qualified professional when judgement is required.
WHEN THE RESET CREATES REAL WORK
Keep the dated actions visible in ClearRoutine Follow-Up.
The free app gives you a private enquiry and follow-up workspace. You remain in control and nothing is sent automatically.
Before downloading
Do I need to provide an email address?
No. The workbook is a direct download and there is no email gate.
Does it provide accounting or tax advice?
No. It organises administrative tasks and questions. Ask a suitably qualified professional for accounting, tax, legal or other professional advice.
Does it connect to my bank or HMRC?
No. It is a standard Excel workbook. It does not connect to external accounts, submit information or send messages.
Is it a subscription?
No. This workbook is free. Prices and licence terms for other ClearRoutine products are shown on their individual product pages.
FREE DIRECT DOWNLOAD
Put the month back in order.
Download the workbook, keep it locally and start with the first unfinished item.
Download the XLSX workbook