A practical review should end with fewer questions, clearer assumptions, and a short list of decisions.
Inputs
Collect starting balances, expected income, fixed bills, variable categories, debt minimums, savings targets, and any unusual one-time expenses.
Review checks
Compare actuals to plan, inspect categories with material changes, verify bill timing against income dates, and label uncertain amounts.
Output
End with three artifacts: what changed, what decision is needed, and what assumption should be checked before the next review.