Week one
Gather information, clarify responsibility, make the first view
You do not need a perfect system on day one. Use short, practical sessions so one person is not carrying every date and payment in their head.
Download the PDF and Excel. Write down the payment that is easiest to lose, and why it slips.
Use the locations cheat sheet and discovery SOP. Look in inboxes, apps, drawers and renewal emails.
Give each bill a person, then choose one useful next step instead of trying to fix everything at once.
Put commitments into the single view. After something is paid, keep proof so nobody has to remember it.
Inside after purchase
Download the PDF and Excel after you buy
After you buy, download the Setup Pack PDF and the Excel workbook. Fill them on your computer or on paper. How-to walks the sixteen worksheets in order. Chat, announcements and the household calendar are optional.