30-day bookkeeping challenge

A suggested routine, not a compliance score. Progress stays in this browser when storage is available. Print a copy to continue offline.

1. Day 1 Gather this week’s receipts. Attach them to the matching expenses in Umadeit.
2. Day 2 Add one missing business expense and its purpose.
3. Day 3 Review the categories on your last five expenses.
4. Day 4 List this month’s customer invoices in the App.
5. Day 5 Check one unpaid invoice and its due date.
6. Day 6 Compare a payment with its invoice; record it if missing.
7. Day 7 Review business trips for the week in the mileage section; add missing trip details if you drive.
8. Day 8 Separate personal purchases from business expenses.
9. Day 9 Save a subscription invoice with the relevant expense.
10. Day 10 Write down how you split a shared phone bill. Add the note to your expense record.
11. Day 11 Check one platform payout against gross sales and fees; keep the statement with your records.
12. Day 12 Review your customer contact details before the next invoice.
13. Day 13 Look up one uncertain expense in the deduction reference, then review its App category.
14. Day 14 Review two weeks of income and expenses in your records.
15. Day 15 Use the GST tool with your own taxable-sales records; keep a note of your next check date.
16. Day 16 Use your income and expense totals to review a tax reserve outside the App.
17. Day 17 Compare your current rate with the pricing calculator.
18. Day 18 Locate the receipt for a randomly chosen App expense.
19. Day 19 Add attendees and business purpose to a qualifying client-meal record.
20. Day 20 Check whether an equipment purchase needs capital treatment before choosing its category.
21. Day 21 Review three weeks of trip records, or mark this task not applicable if you do not drive.
22. Day 22 Check an invoice’s business name, issue date and description.
23. Day 23 Reconcile a bank statement with recorded transactions; investigate differences.
24. Day 24 Review a refund or credit so income is not overstated.
25. Day 25 Check your CRA correspondence securely; keep sensitive letters outside public App notes.
26. Day 26 Add the next relevant tax-calendar reminder to your own calendar.
27. Day 27 Review who still owes you money using invoice payment records.
28. Day 28 Complete the monthly bookkeeping checklist alongside your App records.
29. Day 29 Take the readiness self-check and choose one gap to address.
30. Day 30 Choose a weekly review time and check that your records are backed up using your supported App settings.