FIN-W — Weekly Finance Review
When
Use Friday close and/or Sunday-Monday bridge.
Purpose
Prevent missed vencimientos, unregistered payments, forgotten claims, and ledger drift.
Inputs
- Finance calendar
- Ledger
- Finance weekly checklist
- Bills/reminders/messages
- Pending payments or claims
Steps minimum
- Check upcoming vencimientos.
- Check payments/reclaims pending.
- Register or mark changes.
- Decide next action for unclear items.
- Leave a short finance next pointer if needed.
Output
One of:
- no finance action needed;
- payments completed;
- items registered;
- claim/reply sent;
- next finance actions listed.
Tick valid when
No near-term financial obligation remains ambiguous.
Stop rule
Do not open deep financial analysis unless there is a concrete blocker.