Income Review [ ] Total salary received [ ] Other income sources [ ] Interest earned [ ] Capital gains/losses
Expense Analysis [ ] Category wise spending [ ] Subscription audit [ ] Unnecessary expenses [ ] Budget vs actual
Tax Preparation [ ] 80C investments [ ] Form 26AS download [ ] TDS verification [ ] Advance tax calculation
Investment Review [ ] Portfolio performance [ ] Rebalancing needs [ ] SIP tracking
Next Year Planning [ ] Set savings goals [ ] Adjust SIP amounts [ ] Plan large purchases [ ] Update insurance