Financial, Budget and Bill Planner with Form Fields, Printable, Fillable, Instant Digital Download

Financial, Budget and Bill Planner with Form Fields, Printable, Fillable, Instant Digital Download

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

You won't find a more comprehensive financial planner online than this one! This updated version of my financial/budget/bill planner gives you everything you need to put together your own planner/binder and will help you to get on track financially.

F I N A N C I A L P L A N N E R C O N T E N T S
33 pages

FRONT COVER
Simple, easy-on-the-printer design; you can personalize it with your name.


| B U D G E T S |

BUDGET OVERVIEW
Create a monthly budget using 18 difference expense categories. Track your actual expenditures, and calculate your monthly net income. Use the pie chart as a visual to see where your money is going

BUDGET DETAILS
Each of the expense categories is broken down into more specific categories that are then combined in the above overview (there are 3 pre-filled pages of this, or a blank copy if you'd like to create your own categories).

BUDGET SUMMARY
See how you did each month by calculating your budgeted income/expenses and then what you actually made and spent. Track your account balances, set goals for the following month and track your monthly net income throughout the year.

BUDGETED PURCHASES
Plan for “big ticket” items you know you’ll need to purchase throughout the year.


| S P E N D I N G + S A V I N G |

ACCOUNT TRACKER
This one is like a checkbook register. For each account that you have, you can keep track of monthly debits and credits, use the code column to correspond to the code number from the budget overview page. When it comes time to fill out the budget details, you can total your items using these codes.

SPENDING TRACKER BY CATEGORY
Using the codes from the account tracker, you can print a copy of this page for each of your categories. Keep a running total of how much you spend each month within each category.

SPENDING TRACKER FOR THE YEAR
Once you’ve calculated how much you’ve spent for the month in each category, you can record it into the corresponding month on these pages. Using this info, you can determine what your top 5 spending categories are. You can also color in the pie chart for a visual representation of your total yearly spending and determine and record what actions you can take in order to reduce your spending.

ONLINE SHOPPING TRACKER
Keep track of online purchases that you make - the item, the website you ordered it from, the date you ordered, the date it shipped and the date you received it.

DONATION RECORD
Keep track of money and items that you donate throughout the year and whether or not they are tax-deductible donations.

DEBT TRACKER
Keep track of your debt accounts, the starting balance at the beginning of the year, the balance each month as you pay on the account and the balance at the end of the year. At the bottom of the page, you can list out each debt account, record when you anticipate paying it off in full, and track your progress by filling in the progress bar. You can also determine actions you can take to reduce your debt.

SAVINGS TRACKER
If you're saving up for something big, keep track of how much you’ll need, how much you contribute each month and when you anticipate completing your goal. There’s a fun piggy bank graphic to visually track your progress and space to record your plan for saving the full amount, your goals (i.e., how much you want to save each month) and obstacles you might encounter along the way.

FINANCIAL OVERVIEW
Make a bar chart or line graph for a visual representation of your finances. There are no amounts set on the left side so that you are able to adjust the graph to best suit your finances.

FINANCIAL GOALS
Set financial goals you’d like to accomplish within 30 days, 3 months, 6 months and a year.


| A C C O U N T S |

ACCOUNT CONTACTS
Keep track of all of your financial accounts including all account numbers and contact info .

PASSWORD KEEPER
Keep track of all of your account usernames and passwords.


| B I L L S |

BILL DUE DATES
Use the calendar to keep track of when each of your bills are due every month.

BILL CHECKLIST
Make a list of all of your recurring bills in the order they’re typically due each month. Record approximate or fixed due dates and late dates, the biller and the approximate or fixed monthly amount. Each month as you pay the bill, check it off so that you know you’ve paid it. You can also total all of your monthly bills to come up with an approximate amount for the month at the bottom.

BILL TRACKER
For each individual biller/account, you can track your account number, the date the bill is typically (or always) due, and then record the date you paid it each month, the amount you paid, the method of payment (online, by mail, or direct transfer), which account you used (checking, savings or credit card) and the confirmation number.

MISCELLANEOUS BILLS
Use this page for bills that aren’t recurring (i.e., something that comes up once a year, or maybe just once ever), but you want to track that you’ve paid it. You can record the biller, their mailing address, your account number, their website, the due date, the date you paid the bill, the amount you paid, the method of payment, which account you used and the confirmation number.

MEDICAL BILLS
This is set up the same as the miscellaneous bills page, except you should use this one for all medical bills. It gives the option for HSA, checking and credit card for methods of payment.


| O T H E R |

OTHER NOTES
Use this page for all other notes you’d like to keep in your planner.


PLEASE NOTE: This is a digital product, NO physical product will be sent. This listing is for a ZIP FOLDER containing the following:

- Instructions for creating your Custom Planner
- Instructions and tips for creating + using your Financial Planner
- A Sample Financial planner (I’ve filled one out so you can see how it works)
- Financial Planner letter size (PDF file of all pages put together)
- Financial Planner letter size (PDF file of all pages put together) with fillable form fields
- FOLDER of individual pages (both form and non-form) so you can create your own custom planner using the pages you want

You will need to download and unzip the folder to access all of your files.

One size is included:
- 8.5” x 11” letter
- To fit in perfectly in a 7” x 9” planner, print pages at 82% page size in the print settings.

The files you receive will have no watermarks on them. The design of the planner can NOT be edited, however the planner pages marked FORM have fillable form fields that you can fill out electronically before printing using Adobe Reader.

I suggest using a binder to keep all pages organized after printing them. A folder will also work in a pinch. Tabbed divider pockets are also be useful to easily find each section in your planner. I love these: https://amzn.to/2MgICFU or these: https://amzn.to/3dqUeC1 This one is also great for the bills portion: https://amzn.to/2U184mV When a bill arrives in the mail, I can file it in the binder so everything is in one place when it comes time to pay bills. You can just write the company on the tab and erase and re-use if they change!

This file is available as an INSTANT DOWNLOAD. Please familiarize yourself with how to retrieve instant download files before purchasing: https://etsy.me/2qjrBzz

This planner is for PERSONAL use only. Permission is given to print the digital item as many times as you want FOR YOUR OWN USE. You may not use any part of the file to make items to re-sell. You may not share this digital file with others, or distribute printed copies. Please contact me for LIMITED COMMERCIAL licenses.

Please note that I am not able to offer refunds on digital files due to the nature of instant download files. All purchases are final. However, should a problem arise, I will do everything within my power to ensure you are happy with your purchase.

Instant Download

Your files will be available to download once payment is confirmed. Here's how.

I don't accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.

Kristy

Kristy

Owner of seeleyLANEdesign

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926 reviews

5 out of 5 stars
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Cassandra Oct 27, 2015

5 out of 5 stars

Clean. Organized. Super easy to use. Great Design!

Purchased item:

CHRISTA Feb 27, 2016

5 out of 5 stars

LOVE IT! SO NICE AND ORGANIZED!

Purchased item:

kathrynlayton Aug 5, 2020

5 out of 5 stars

I absolutely love this planner! It's so comprehensive and extremely user friendly. It's so much easier to make a budget when it's cute and fun. And the customer service is excellent! She responds quickly and will make personalizations by request. I've bought 3 of her planners and will definitely buy more!

Purchased item:

Lexie Clayton Jun 17, 2021

5 out of 5 stars

ℍ𝕒𝕧𝕖𝕟’𝕥 𝕤𝕥𝕒𝕣𝕥𝕖𝕕 𝕦𝕤𝕚𝕟𝕘 𝕚𝕥 𝕛𝕦𝕤𝕥 𝕪𝕖𝕥, 𝕓𝕦𝕥 𝕚𝕥 𝕝𝕠𝕠𝕜𝕤 𝕦𝕤𝕖𝕣𝕗𝕣𝕚𝕖𝕟𝕕𝕝𝕪 𝕒𝕟𝕕 𝕟𝕠𝕥 𝕠𝕧𝕖𝕣𝕨𝕙𝕖𝕝𝕞𝕚𝕟𝕘.

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