A short review is easier to keep up with when it answers a few recurring questions. Pick a day when your statements and income records are available.
Check how much came in, how much went out and which irregular expenses are coming next. Compare the results with your plan and identify one category that changed meaningfully. Write down any questions you need to ask a provider or confirm with someone in the household.
End by setting one concrete action, such as updating a renewal date or correcting a spending category. Keep a record from month to month so you can see which changes were temporary.
Further reading: CFPB Your Money, Your Goals worksheets.