@liztai For me, I first decide what the report will look like, it's got to have little drawings in the margins about hopes and dreams, a new curse for my nemesis, and a pat on the back about spending. Crossed out to-do items that actually got done get featured space. Paper report goes reverse-chron in 3-ring binder for tsk-tsking or teeheeing. Source for the report is gnucash, mikesandroidworkshop todo task manager, taskwarrior, and colored pencils.
@boxcars wow I would love to have a peek at your binder!