Review & Configure

Check what you've selected and add any extra detail. Everything here stays in your browser until you export it.

Your checklist looks manageable

Your list looks fairly compact. The exported checklist and its notes may be all you need — but we're here if you'd like a second pair of eyes.

This is a rules-based suggestion from what you selected — not an AI analysis of your accounts.

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Exports a spreadsheet you can keep, edit, or hand to whoever needs it.