Budget Planner printable editable bill due expenses monthly annual taxes binder divider financial goals debt tracker money manage diy insert

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  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

Get your (financial) life in order! This printable kit includes everything from bill trackers to savings logs, financial goals, debt repayments, expense trackers, annual summaries, finance calendars, taxes and divider pages to keep everything organized.

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FEATURES:
- There is no currency on any of the pages so you can live anywhere in the world and use these printables
- All pages editable (type your text before printing) except for the covers, dividers & spines
- Instant download
- Multiple layouts for the same page (e.g. multiple expense trackers and budgets) so you can pick and choose to create a custom planner that works for you
- Most pages can be used for whatever duration you like e.g. weekly, fortnightly, monthly or quarterly expense tracking - it's up to you
- Print the pages as many times as you need

163 printable pages!

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GOALS (3 pages)
- Financial goals - open ended space to use however you please to map out priority, savings, student loans, other loans, mortgage, investments and retirement fund
- Financial goals v1 (with space to record your goals for travel, emergency fund, big purchases etc., due dates and how much you need to set aside)
- Financial goals v2 (similar to v1 but for categorizing goals into short, medium and long term)

SAVINGS (2 pages)
- Savings Account Tracker
- 52 week savings tracker (use for general savings or print another copy if you’re saving up for something specific)

ANNUAL SUMMARY (3 pages)
- Annual summary (tracking income, savings, debt, investments, retirement fund by month on the 1 page)
- Annual Summary (2 pages) with income, fixed expenses and variable expenses (can see an overview for the year and by quarter)
- Annual summary v3

DEBT (4 pages)
- Debt summary v2 (details of all your loans, amount, repayments etc. so you can prioritise which ones to pay off first)
- Annual debt summary (track your progress by month against each type of debt and also against your goals for the year)
- Debt tracker (track payment and redraw for any type of loan)
- Fortnightly repayments tracker

EXPENSES (20 pages)
- Recurring expenses (by quarter)
- 52 Week groceries spending tracker (compare budget & actual)
- Annual expenses (2 page vertical)
- Annual expenses (1 page - lined)
- Annual expenses (1 page - unlined)
- Weekly income and expenses (Sunday and Monday start)
- Weekly expenses tracker (Sunday and Monday start)
- Daily spending tracker (1 page for each month) - Landscape page orientation - record what you spent each day - ideal for recurring things e.g. groceries, toiletries, eating out etc. Saves time as you only need to write out expenses once, then enter the amount for the relevant day (rather than re-writing expenses like you would with an expenses log)
- Daily spending tracker v2 (2 pages for each month) - Landscape page orientation
- Expenses list - Date, item, amount (use weekly, fortnightly, monthly or any period you like)
- Annual expenses summary (overview to keep at the front of your planner or budget binder)
- Spending tracker & notes - add this page to your weekly spread
- Spending tracker by account and / or spending category - (especially if you split expenses and need to keep track of personal and work expenses). See how much you spent against your budget (for a duration of your choice)
- Recurring Payments by year (2 pages)
- Expenses schedule (landscape page orientation) Similar to a bill pay tracker but designed for visual people. Shade in the box or put a cross, asterisk etc. on the dates of the month expenses fall due
- Expenses tracker - use for any time period you like (daily, weekly, monthly, quarterly etc.) - compare budget with actual
- Recurring payments (add your typical payment and then keep adding how much against each type of payment until page is full - ideal for expenses that are not paid monthly or quarterly (or I use these to track how much I invest in shares). You could also use for things like groceries if you don’t like the other style of grocery spending included in this kit

CALENDARS (7 pages)
- 1 page monthly calendar (landscape) with column for expenses - Mon & Sun Start
- 1 page monthly calendar (portrait) with space for expenses - Mon & Sun Start
- 1 page monthly calendar (landscape) with space for listing expenses due that month plus a summary (total income, savings etc.) - Mon & Sun start
- 2 page monthly calendar (budget, actual, expenses, fianncial goals) Mon start (sat & sun have bigger space)
- 2 page monthly calendar (expenses & to do) Mon start only (sat & sun have bigger space)

BUDGET (18 pages)
- 1 page budget (income & expenses)
- 1 page budget (income, fixed expenses, variable expenses and savings)
- 1 page budget (income, fixed expenses, variable expenses)
- 6 page budget (prefilled & categorised with extra space to add your own expenses) - can be used weekly, monthly, quarterly etc.
- 6 page budget (same as above but blank)
- Expenses summary - record fixed and variable expenses with amount (or expected amount) to help with budgeting
- Annual budget by month (1 page, landscape)
- Paycheck budgeting (keep track of what expenses are paid by each paycheck)

BILLS (4 pages)
- bill checklist (1 page)
- bill checklist by month (1 page)
- bill checklist (1 page) - landscape
- bill checklist (1 page V2) - landscape

TAXES (6 pages)
- Tax prep checklist
- tax deductions
- Taxes calculation (income, expenses summary page)
- Donations tracker
- Vehicle log (track mileage or kilometres)
- Taxes Documents cover & spine

EXTRAS (2 pages)
- Graph paper - if you’re a visual person, graph paper is ideal for graphing savings, spending and budget vs. actual
- Note Paper - For when you need just a bit more room

DIVIDERS TO USE THROUGHOUT YOUR BINDER/PLANNER: (94 pages)
- Budget Planner Cover
- Budget Planner spines (0.5”, 0.75”, 1”, 1.5”, 2”)
- January – December Receipts (12 covers)
- January – December (12 covers)

- Budget, Receipts, Cheque Book, Spending, Bills, Bills to Pay, Paid Bills, Income, Expenses, Health, Home Expenses, Important Info, Vehicle, Retirement, Insurances, Kids’ Bank Acc., College Fund, Financial Goals, Savings, Travel, Property, Mortgage, Rent, Debt, Education, Coupons, Banking, Taxes, Tax Return, Tax Deductions, Cash, Credit Card, Calendars, Recurring Exp., Miscellaneous, Donations, Home Insurance, Life Insurance, Phone, Utilities, Gas, Water, Electricity, Cable, Shopping, Subscriptions, Gifts, Filing, His, Hers, Student Loans, Accounts, Investments, Shares, Clothing, Pets, Groceries, Entertainment, Transport, Superannuation, 401K, Daily. Weekly, Fortnightly, Monthly, Quarterly, Annual (68 dividers/covers)

Total pages = 163
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Purchase once and print unlimited copies for your personal use.
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The file will be available for INSTANT DOWNLOAD after payment has been received. Please check your emails for a link to the download page.

Prefer ink friendly black & white? Choose greyscale in your printer menu. Tutorial here: https://bit.ly/2CiukAn
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COORDINATING PRINTABLES

1. Daily planners - set 1 (7 pages) https://etsy.me/2zxEFWr
2. Budget planner (163 pages) https://etsy.me/2S6M9YL
3. Weekly overview (10 pages) https://etsy.me/2zWFvw8
4. Habit tracker bundle (18 pages) https://etsy.me/2DpYLWq
5. 1 Page Weekly Planners (12 pages) https://etsy.me/34malfv
6. Checklists (30 pages) https://etsy.me/2Bah7ZW
7. Daily notes (3 styles - 24 pages) https://etsy.me/2PxfbTR
8. 2 page weekly horizontal planners (8 pages) https://etsy.me/35LeslZ
9. Weekly & monthly review questions (3 pages - not editable)
10. Dot grid refill paper (3 pages) https://etsy.me/2Bd0lcF (not editable)
11. Recipe Binder (150 pages) https://etsy.me/2B9kf87
12. Monthly calendar (15 pages) https://etsy.me/2BncaNo
13. Anything lists (13 pages) https://etsy.me/2PsNnv1
14. Daily planners - set 2 (7 pages) https://etsy.me/2JOggRr
15. Tax Planner (63 pages) https://etsy.me/2Xzbiyh - this kit includes monthly dividers
16. Annual Planners (10 pages) https://etsy.me/2lGDvEK
17. Monthly planning (12 pages) https://etsy.me/32eZqSY
18. Notes (7 pages) https://etsy.me/2FplRPf
19. Monthly notes (12 pages) https://etsy.me/2Fpsq4p
20. 2 page horizontal weekly planners - set 2 (8 pages) https://etsy.me/2OUCOCD
21. 2 page vertical weekly planners (10 pages) https://etsy.me/2MfYAAm
22. 2 page monthly calendars (10 pages) https://etsy.me/2SFGs7e
23. Landscape 1 page weekly planner (12 layouts) https://etsy.me/2VWzTii

GET IT ALL Bundle: https://etsy.me/397ZU0J
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PAGE SIZE

US letter size 8.5 x 11"

Can be resized to US half letter size, A5, A4, Happy Planner size or any other size you like. See this page from my blog for a tutorial: https://allaboutplanners.com.au/faq/printing-tips/
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FILE FORMAT

All printables are in PDF format. You will need to download adobe reader (it's free!) http://get.adobe.com/reader/

There are 2 copies of each sheet allowing you to do duplex printing or 2 per page page printing for half size pages. See this page from my blog for a tutorial: https://allaboutplanners.com.au/how-to-easily-print-printables-double-sided-duplex-printing-tutorial/
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EDITABLE DOCUMENTS
- When you open the file there will be light blue boxes where you can type in your information (this will NOT remain light blue when printed).
- You can still print and hand-write on the sheets (the blue boxes won't appear on your printed copy)
- The fillable font is helvetica in black
- The checkboxes are not editable. The sheets are intended for filling out on your computer and checking off by hand
- For copyright protection, the layout of the documents, including existing text cannot be changed

Video tutorial (what editable PDF's are and how they work): https://www.youtube.com/watch?v=OD4dcymPL2I
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PLEASE READ

All printables are in PDF format. You will need to download adobe reader (it's free!) http://get.adobe.com/reader/

Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.

The watermarks will NOT appear on your copy.

Please note that this is a digital product and no physical product will be sent. After payment is received, you will receive an automatic email (to the email address you have listed with Etsy). In that email will be a link to the download page.

Colours may vary depending on your monitor and printer.

There are no refunds on digital items.
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Blog: http://allaboutplanners.com.au/

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Rachael

Rachael

Owner of AllAboutPlannersShop

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4.5 out of 5 stars

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Bri Parkhurst 27 Nov, 2020

4 out of 5 stars

LOVE!! I thought it was editable but keeps asking for password. Love the rainbow!

Purchased item:

Renee Barton 17 Jun, 2021

2 out of 5 stars

I thought it would be linked more so you update this me page and it updates the summary and other sheets. I could have created this one. If ur looking for super basic it will work

Response from Rachael

The spreadsheets are not ‘super basic’. The spreadsheets for each property have formulas to total each column, each row and the average. These automatically link back to the summary spreadsheet and automatically update the graphs. Unless you have purchased an entire unit block where each unit is the same, then rental income and expenses will vary for each property, so the income and expenses sections are not automatically linked between the individual spreadsheets for each property. Listing photos clearly show what is included, there are descriptions of each spreadsheet and a link to a detailed video tutorial showing how the spreadsheets work. Please check the listing description and contact me with questions before purchasing if you are unsure about something, before leaving unfair negative feedback.

Purchased item:

Sue Wells 08 Jul, 2021

5 out of 5 stars

Extremely useful! Was not looking forward to creating something like this myself, and happened to run across this for sale. Prefilled information was very helpful. Clear instructions, everything works perfectly. Thank You for the great spreadsheet, Rachael!

Purchased item:

Lorena Díaz 03 Aug, 2021

5 out of 5 stars

They are super useful! I have used a lot meetings, shopping, medical and other stickers! I wish I could pick just the ones I need and create my own sheet, but in general they are just perfect for my planner!

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