Free guide from Vestige
The Money Tasks
Starter
A 7-day guide to turn financial overwhelm into one organised next step.
Download the Free StarterNo account required. 8-page printable PDF.
Guided tasks
Personal plans
Habits & reminders
Start small
You do not need a complicated spreadsheet to begin.
Many money tools begin by pulling in every transaction from every account. This guide starts somewhere smaller: one money task that feels possible, and one practical next step.
Make a bill, debt, spending question or goal more visible.
Create a small routine for returning to your money plan.
Prepare practical questions when you need professional help.
This is not
- A complex budgeting spreadsheet.
- A bank-connected transaction feed.
- A test of discipline, financial knowledge or personal worth.
Inside the guide
One manageable money task at a time.
Pick your starting point, follow a seven-step flow for your first task, and use a weekly worksheet to choose one action and make the next date visible.
- Start small
- Pick your starting point
- One step at a time
- Your first task
- This week’s money task
- Pick one small task
Continue in Vestige
The guide helps you begin. Vestige helps you keep going.
Vestige: Money Tasks & Habits helps you keep returning to the money that matters—one guided action at a time. Start with ten free starter tasks, then keep going with the full library of 100 guided tasks.
- Guided money tasksPractical tasks across Debt & credit, Bills & expenses, Spending & lifestyle, Cash flow & future, and Getting advice.
- Personal PlanCreate your own goals, upcoming costs, obligations, questions and decisions.
- Habits & remindersBuild small routines and add important due dates to your iPhone Calendar.
- CoachingRead or listen to short lessons that help you prepare your next step.
Available on iPhone.
A note from Vestige
Return when you are ready.
The Money Tasks Starter helps you choose one practical next step. A completed task means you completed the guided practice—not that a bill was paid or a financial result was verified.
Vestige provides guided practice and education. It does not connect to bank accounts, move money, verify external financial results, or provide financial, legal or tax advice.