Yearly Key Features
Financial Goals & Intentions: Set your biggest financial goals for the year, create action plans, identify habits to release, and establish habits that support your financial success.
Annual Calendar & Important Dates: Keep track of birthdays, anniversaries, yearly events, holidays, and important financial dates all in one place.
Income Overview: Record all income sources, payment frequencies, and annual earnings for a complete picture of your finances.
Debt Overview: List all debts, balances, interest rates, minimum payments, and payoff goals before beginning your debt free journey.
Savings Setup & Sinking Funds Setup: Organize all savings accounts and sinking funds, including balances, goals, and monthly contributions.
Bills Master List & Subscription Master List: Keep every recurring bill and subscription organized by tracking due dates, amounts, payment frequencies, autopay status, and categories.
52 Week Savings Challenge Tracker: Set a savings goal and track your progress over 52 weeks by recording and coloring in each weekly contribution as you save.
Custom Savings Goal Trackers: Track multiple savings goals with progress bars, monthly contributions, and reflection sections.
Monthly Key Features
At the start of every month, you'll find a monthly calendar, focus section, top money priorities, and monthly to-do list to help you stay organized and intentional with your finances.
Each month also includes:
4 Paycheck Budget Pages: Plan every paycheck and assign every dollar a purpose. Perfect for weekly, bi-weekly, or monthly pay schedules.
2 Expense Tracker Pages: Record daily spending and compare expenses against your budget.
Savings Tracker: Monitor deposits, withdrawals, balances, and monthly savings progress.
Sinking Funds Tracker: Manage planned expenses such as holidays, travel, gifts, and future purchases.
Debt Tracker: Monitor balances, payments, and monthly debt reduction progress.
Notes & Thoughts: For budgeting ideas, reminders, and financial planning.
Monthly Reflection: To review what worked well, identify areas for improvement, celebrate wins, and reflect on lessons learned.
Monthly Close Out: To summarize income, savings, sinking funds, bills, expenses, debt payments, and leftover money for a complete monthly financial overview.
Year End Key Features
At the end of the year, you'll transfer your monthly information into dedicated yearly summary pages that provide a complete overview of your finances.
This section includes:
• Goals Reflection & Reset Pages
• Bills Annual Summary
• Expenses Annual Summary
• Savings Annual Summary
• Sinking Funds Annual Summary
• Debt Payoff Summary
• Notes & Thoughts
• Year End Summary
• "Find The Money" Review Pages
• Year at a Glance Financial Tracker
These pages help you analyze spending habits, review progress toward your goals, identify opportunities for improvement, and prepare for the year ahead!
EXTRAS
Undated Design: One of the standout features of this planner is its undated format. This flexibility allows you to start using it at any time of the year without the pressure of wasted pages.
BONUS: You only have to purchase this planner once as it's undated, so you can reuse it every year!
This planner includes many additional pages designed to help you stay organized, build better financial habits, save intentionally, pay off debt, and reach your financial goals. The pages shown in the listing photos highlight the core features, but there's so much more inside to support your financial journey every step of the way!
