Determine Your Financial Goals:

Start by identifying your financial objectives. Are you saving for a vacation, paying off debt, running a business, or managing monthly household expenses? Knowing your goals will help you tailor your budget accordingly.

Online Account Access:

Many financial institutions offer online access to your account statements and transactions. Log in to your bank, credit card, and investment accounts to access statements, transaction histories, and current balances.

Financial Software:

If you use financial software or apps to track your expenses and income, review your accounts to ensure they are up-to-date. Popular apps like Mint or Quicken can help you aggregate your financial data.

Gather Documentation for Irregular Income:

If you have irregular income sources, such as rental income, dividends, or freelance earnings, gather the relevant documents, such as rental agreements, investment statements, or client invoices.

Review Contracts and Agreements:

If you have any financial contracts or agreements, such as lease agreements, loan agreements, or subscription services, review them to understand your ongoing financial commitments.

Compile Insurance Information:

Collect your insurance policies (e.g., auto, health, home) and review the coverage details and premium payments.