Every Friday I have a two hour window blocked on my calendar to work on financials. I review and categorize all transactions for the week, review how I am doing on my budget, check my credit score, pay bills, and check in on my goals (paying off debt, savings, etc.). I use Mint as my primary bookkeeping software, I also use Trello as a checklist to make sure I do everything each week and can also manage one time tasks.