Monthly check-in

Update your values each month.

Every box starts with last month’s value. Retype what changed and save.

Escape Velocity
The Update values page with every investment’s last value prefilled.

How a check-in goes.

  1. The Update values table with every investment prefilled.

    Open Update values

    Each investment shows its last value.

  2. The Update values page on a phone, scrolled to the investments and their boxes.

    Values that changed are retyped

    Enter debts as positive numbers.

  3. The message after saving: values saved, with an Undo button beside it.

    Saving shows a message with Undo

    It confirms what saved.

A reminder on your day.

Every week or every month. Pick your day.

  • Repeats weekly or monthly
  • Google, Apple and Outlook calendars
  • Or a reminder email, from your account
  • A dot shows when you’re due
The Remind me every month panel with day and time pickers and buttons for Google Calendar, Apple Calendar, Outlook and a calendar file, then an Or get an email choice with an Email me a reminder button.

The reminder stores your address and your day. Milestone emails and a monthly update have their own switches in Settings.

A streak of check-ins.

Months in a row with a value saved. There’s a share card for it.

Escape Velocity
The Update values page with a line reading Last check-in today, 12 months in a row, above the list of investments.

FAQ

Questions about check-ins

What do I do each month?

Open Update values. Each box starts with last month’s value. Change what moved and save.

What if I miss a month?

Values over 30 days old are flagged. Everything else keeps working.

Can I enter values for a past date?

Yes, up to today.

Add your numbers once.

After that, update the values that changed each month.

The Escape Velocity dashboard on a phone.