9 Tasks For A Monthly Reset

A female with a silver index finger ring is holding a black pen over a journal page. Next to the notebook is a croissant which has a bite taken out of it and a black mug of black coffee.

A fresh month is always a blank canvas, exciting and can fill you with anticipation about what a new month will bring for you. Like a new year a new month gives you the chance to reflect and re-assess. Reflection is such a great practise to do regularly and allows you to appreciate what you have and what you have achieved.

A monthly reset is a chance to reset your life and your main focus for a new month. Carrying out a monthly reset can help you start a new month organised and prepared,ย which can help you have a productive and effective month.

Here are 9 tasks that you can do as part of a monthly reset to help you have a successful new month.


At the end of the month it is important to reflect on what has happened and what you have achieved. You should acknowledge the small wins and not just the big achievements, small wins are successes. Before a fresh new set of goals you can reflect on what goals you have achieved and re-assess what you can achieve for the following month. You do NOT need a long list of big wins, any wins means you have had a successful month.

Clear your emails and junk folder

Emails can get so cluttered with subscriptions, adverts and business emails so to start a fresh month organised and decluttered, go through your emails and delete the unimportant ones. This is also a great time to evaluate your subscriptions and unsubscribe to the companies you always thought you would get around to doing. Delete all your junk folder and empty the bin folder too. Any receipts or important tickets create folders for, this makes them easier to locate. Clearing out your emails help to not only be more organised but you are less likely to miss important emails.

An open planner on a brown desk with a lady writing in a black pen, with a coffee and croissant

Photo by Cathryn Lavery on Unsplash

Finances and budgeting

Checking in with your finances is something you should do every month to keep on top of your money. You can look at your outgoings, work out what you want to save next month and schedule your bill payments. Checking in like this at the end of the month allows you to be aware of what you can spend and you will not become overwhelmed or miss a payment. I like to put reminders in my calendar as a reminder. When I go through my finances each month I like to see where I spend unnecessary money and try and limit those purchases the following month.

Clear your social media DMs

Social media DMs can get bogged down with spam messages, group invites amongst other things, the end of the month is the perfect time to go through all your social media platforms and clear out all those unimportant messages and remove yourself from those groups you are no longer active in. This helps your social media platforms more organised and it means you are again like emails less likely to miss an important message or pitch from a brand. I always feel so much clearer when I have done this at the end of each month, something this small makes a massive difference.

A paper clear out

Over the period of a month you can end up collecting pieces of paper, they make to-do lists on, reminders on, mail you may not have filed and receipts from recent purchases. At the end of the month clearing those to-do lists, recycle any papers with reminders that are no longer relevant and file any relevant mail correspondence you have dotted around your office or your home. This allows you to tidy and organise your workspace and home, it will also be a lot easier to put your hands on specific paperwork when it is needed, as having loose papers around makes your workspace untidy. Starting your new month with a tidy and organised environment.


Photo by Jess Bailey on Unsplash

Brain dump

Having a notebook or a document on your laptop where you can declutter your brain. Taking some time to write any business ideas, to-do lists and write down any upcoming events and occasions that in the upcoming month. Participating in writing these aspects down allows you to get your ideas down and noted so you do not miss the opportunity. I like to start a fresh month knowing what events and occasions I have so that I am prepared, I hate not being prepared ha ha!

A clean and organise of your space

Having regular cleaning routine is so helpful to keep a clean environment, a clear and tidy workspace allows boosts productivity. You can use this time to get around to tidying those areas you have been putting off. If you are struggling to organise your stationery and office supplies I have storage ideas to help you save space.

Make a list of any incomplete tasks

It is not always possible to complete all of your tasks on your to-do lists, so during a monthly reset you can make a note of any incomplete tasks that you can add to your to-do lists for the new month. Then you can complete those are the tasks that are completed first, this will allow you not to fall behind with previous months tasks.

A flat lay on a bed with a macbook, two planner notebooks, a tea and an iPhone n

Photo by Gabrielle Henderson on Unsplash

Set new goals and your focus

This is the perfect opportunity to plan your new goals for the month and set a focus for the month also. I try to focus on a particular area each month, your focus can be a personal focus or a professional focus. Setting goals and targets are a good way to motivate you and keep you accountable for progress.

These are 9 main tasks that you could do for a monthly reset, however you may have other tasks you want to include. What tasks would you include in a monthly reset? I’d love to hear in the comments.

135 thoughts on “9 Tasks For A Monthly Reset

  1. Love this and certainly the clear emails one needs to be on my monthly to do/reset list. Thanks for sharing your brilliant ideas. Have a successful month xx

  2. Thank you for sharing this today! It’s just what I need haha. Going to go and organise myself ready to tackle August. Definitely think a clean, organise and a list are the way to go. The worst thing about clearing emails and DMs is knowing that an hour later they’ll be full again xx

  3. Brilliant list of tasks to complete. You’re right these small tasks can really give you the focus you need for the month ahead.

    My emails can be quite a scary place at times, clearing them really keeps me focused. I instantly feel better for it and ready to sit down and work.

    Thanks for sharing Lauren, really valuable x

      1. That’s awesome. You have explained it in a simple way. All of these are so easy to do that we often don’t pay attention to. Thanks for this inspiring post.

  4. These are some great advice. I especially like the budget and banking advice. Itโ€™s helped me so much to get a better view of my spendings.
    I also like to do a good clean at the end of the month so I can start the new month in a clean apartment ๐Ÿ˜Š

  5. I need to do a paper clear-out as soon as possible. My desk drawers are packed with invoices and receipts and all sorts of random papers. I’ve got to file them away to clear the clutter. And then I definitely want to set some goals for my month – mostly for my business, but for just general life as well! Love this.

  6. I usually set up my monthly goals, in fact in my recent post I have jotted a few tips too. Your elaborated monthly schedule enlightened me additionally! Thanks for sharing.

  7. This is great! I really need to look through my emails and get rid of all the unwanted ones. Reflection is such a good way of developing yourself isn’t it, definitely something I use in my working life anyway.
    Great tips!

    Aimsy xoxo
    Aimsyโ€™s Antics

  8. I feel so called out haha I need to do all of these things and keep putting it off ;-; budgeting is SUCH a big one too – it makes a massive difference especially with things like food shopping xx

  9. Great advice! I know that I really need to go through and clean out my email inboxes. There are far too many emails there that I’m never going to need or look back on again, I just haven’t taken the time to get rid of them… I can imagine how cathartic it would be to go through and delete them all!

  10. Really appreciate the awareness that your tips encourage, Lauren. A fresh month is sure a good way to reset, and I agree, reflection is an awesome way to start. The paper clear out is also super underrated.

  11. I always try to clear my emails as I go throughout the month but it doesn’t always work out. But it always feels great to have an empty inbox!
    Great suggestions! ๐Ÿ˜€

  12. This month served as a DOUBLE reset for me because on 1st August I moved into a new house. This was the perfect opportunity for me to declutter, reflect, and set some goals for this month!!

    Roni | myelevatedexistence.com

  13. Great Post!! I love a good reset. Going through and filling out the calendar for things we’ve got planned at the start of the month helps me

  14. We’re four days into the new month and I’m still working through some of these hahaha I do appreciate the help, it made outlining my to do list a bit easier. Super excited to see what this new month brings, Happy August!!
    xo Bri

  15. Since it is the start of the month, many things start to roll over. I like to remember that not getting something done in the past month is okay; it is not a huge rush (unless it is) and having flexibility makes me happier about facing a to-do list.

    I love the idea of clearing out emails and papers! ๐Ÿ™‚

  16. I like all these tips, and ones I do in particular are reflection and setting new goals and focus!!I think one thing I may also plan to do at the start of the month is to check up on people I haven’t spoken to for a while, so I don’t forget!

  17. Thank you so much for these amazing reminders. I need to Start working on enlisting the unfinished tasks and clearing the paper clutter๐Ÿ˜Œ

  18. Oooh it is so important to have a monthly reset. I love the tasks that you outline. I need to do a better job of clearing my private emails. At work, I am great at organizing them haha. YESSSS on looking at your finances. The last thing you want is to get behind budget. Oooh I like the brain dump idea too. Thanks for sharing!

    Nancy โœจ exquisitely.me

  19. These are really great ways to hit the reset for the month. This is something I try to do each and every month so I can hopefully improve in many areas. I always strive to grow! Thank you for this list I will be trying a few of these.

  20. These are some great ideas, I try my best to sit down and work out my finances and my savings! I also try and set monthly blogging goals too x

  21. I always put off the small things you mention but they feel so good once they’re done! I like that you’ve included both physical and mental decluttering as we often forget to do both!

  22. I dig this idea of a monthly reset. Like a spring cleaning every month. Which would help me to become more organized. I hate clutter in my email and I usually clean it out every few months and it gets daunting. These are really great ideas!

  23. I have been too lazy to clear out my email. It is so full of junk and unread emails. I like that you gave tips on how to declutter. Your monthly to do list for incomplete task is really helpful. Thanks for sharing

  24. i dig this list Lauren. I love the idea of reflecting. Looking back on how you spent the prior month gives you clarity for the present moment. We learn much through simple observation of how we have been during prior months.

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