Use this Financial Checklist to stay on top of your finances year-round!

This is the 2023 edition of the checklist. Subscribe to the Organized Finance newsletter to get the 2024 edition in December!

The following drop-downs will help you get set up:

• ⚙️ Customizability
• ✏️ How to use
• 💭 Questions

🔄 Recurring Action Items

Annually

Quarterly

Monthly

Daily

📆 Specific Dates

All of these may not apply to you. Add the ones that do apply to you to your calendar!

• [ ] January 17th: For those who are self-employed, estimated tax payments are due for the fourth quarter of 2022.
• [ ] April 18th: File your ****2022 tax return, or request an extension.
• [ ] April 18th: For those who are self-employed, estimated tax payments are due for the first quarter of 2023.
• [ ] April 18th: Deadline to make contributions to your IRA for 2022 (unless you have an extension).
• [ ] April 18th: Deadline to make contributions to your HSA for 2022.