The Money Planner is the complete guide to planning your financial goals. The annual worksheets, along with the monthly budgeting and planning review, will help you achieve success in your personal finance journey.
Each worksheet is designed to establish and review the plans, goals, and actions related to your personal finances. What fun things do you want to do with your money this year? Whether it’s to save money or change your spending habits, write the ideas down on the Savings Planning worksheet and create a plan so that the money is there when the time comes.
The Bill Schedule At A Glance layout will give you an overview of what bills are due on different days of the month to help you take control of your monthly budget. Knowing when your money is coming in and going out is key for budgeting, debt reduction, and saving.
Along with several annual budgeting and saving worksheets, there are also account information pages to keep important account and subscription details. In a pinch, this section will be easily accessible.
The budget planner is designed with 12 monthly sections, and each section has reminders and challenges to complete during the month. Keep track of where every penny is going with the budget worksheet and daily spending ledger layout. End each month with a review to understand how that month’s financial actions have impacted your financial plans and goals.
Cash Budget Envelopes are also included with each Money Planner. There are 10 total envelopes designed in complimentary colors and made of durable poly material with a secure button closure. Use the stickers from the budget planner to personalize each envelope for its intended goal.
Our budget planner is more than just a tool to track your finances—it’s also a resource for learning about and improving your financial habits. The planner includes tips and strategies for saving money and planning your annual and monthly budget more effectively, as well as information on topics such as investing and saving for your next vacation. Whether you’re a beginner or an experienced financial guru, our planner has something to offer you.
The durable cover and convenient size make it easy to take this budget planner with you wherever you go, so you can stay on top of your finances no matter where you are. Don’t let money stress weigh you down—get our budget planner and take control of your financial future.
PAGES AND LAYOUTS
The Money Planner includes monthly checklists, annual and monthly financial worksheets, practical money tips, fun accessories, and other helpful pages:
- Stickers, 2 Sheets, 229 stickers total
- Interior Pocket
- Long-Term Financial Goals Page
- Budgeting and Savings Pages
- Debt Reduction Plan Worksheet
- Annual and Monthly Expenses Worksheets
- Subscription and Account Information Pages
- Notes Pages
- Monthly Overview Layout, 2 pages per month
- Daily Spending Ledger, 2 pages per month
Note: since the Money Planner is undated there are not calendar pages inside.
- Undated to start at anytime during a year
- Blue with Gold Stripes design
- 7.5 x 10 inches (1.5 inches thick), weighs 1 lb 2 oz.
- Soft touch laminated cover that won't fade
- Gold, sturdy twin ring coil binding
- Colorful, sturdy, mylar tabs adhered to page
- Cash Budget Envelopes, 10 total, no-tear poly material with button closure
BONUS WITH PURCHASE
Receive the following Bonus with your purchase:
2023 Money Planner PDF (January 2023 Start)
The layout used in the printed Money Planner.
Live workshop in February 2022 (date is TBD). The exact date will be sent via email after purchase. Replay will be available to watch on your own schedule.
Membership to a dedicated Facebook group for all Money Planner users.
Fun Bonuses in 2023
Exclusive bonuses only for Money Planner users.
Access to these bonuses will be emailed to you following your purchase. The email will come from the Passionate Penny Pincher customer support email of email@example.com.
If you have any questions at all please email the Passionate Penny Pincher customer support email of firstname.lastname@example.org.
You can review our returns, refunds and exchanges policy here. Our shipping team works super fast to get your order processed. Due to this, it is not possible to make changes to an order after it has been placed. Thank you for your understanding.