✦ HAVENLY LIFE • THE MONEY SUITE ✦
Standing Order Tracker
Keep every regular payment you send organised, visible and under your control.
Use your Standing Order Tracker for payments you have instructed your bank to send automatically. Keep rent transfers, savings, debt payments, family payments and regular transfers together, track when each payment is due and see how much your standing orders cost each month and year. Everything saves automatically on this device.
Your Bank Sends It.
You Stay In Control.
✦ STANDING ORDER OVERVIEW ✦
Set Up Your Tracker
Choose the month you are reviewing and the main account your standing orders are sent from.✦ YOUR REGULAR PAYMENTS ✦
Standing Order List
Record the recipient, amount, payment schedule and purpose of each instruction you have set up with your bank.✦ PAYMENT CHECK ✦
How Are Your Standing Orders Looking?
Add Your Standing Orders Add your regular outgoing payments above to build your overview.✦ WHAT NEEDS ATTENTION? ✦
Payment Snapshot
See what has been sent, what is still due and whether anything appears to have been missed.✦ WHERE IS THE MONEY GOING? ✦
Transfers vs Payments
Separate money being moved between your own accounts from payments being sent elsewhere.✦ WHAT ARE THEY FOR? ✦
Standing Order Purpose
Your active standing orders are automatically grouped by purpose.✦ HOW OFTEN DO THEY LEAVE? ✦
Payment Frequency
See how many regular instructions are weekly, monthly or on another schedule.✦ REGULAR PAYMENT COST ✦
Standing Order Summary
See your estimated monthly and yearly standing order commitments.✦ KEEP THE ACCOUNT READY ✦
Standing Order Preparation
Make sure each sending account has enough money ready before scheduled payments leave.✦ STILL NEEDED? ✦
Standing Order Review
Because you control standing orders, you can change or cancel them when they no longer fit your plans.✦ AUTOMATE YOUR GOALS ✦
Savings Standing Orders
Standing orders can be useful for automatically moving money towards your goals before it gets spent elsewhere.✦ END-OF-MONTH CHECK-IN ✦
Monthly Standing Order Review
Check that each payment still matches what you intended.✦ STANDING ORDER NOTES ✦
Anything Else to Remember
Keep payment references, recipient notes and change reminders here.✦ THE MONEY SUITE PRINTABLE ✦
✦ DIGITAL PRINTABLE ✦
Prefer to review your Standing Orders on paper?
Use the matching Standing Order Tracker printable to record regular payments you have instructed your bank to send, including recipients, amounts, schedules, payment purposes and any instructions you want to change or cancel.
YOUR PRINTABLE CAN INCLUDE
✦ Standing orders are automatic, but the instruction is still yours — keep it working for your money. ✦