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Financial Planner, Budget Planner, Finance Planner, Budget Printable, Personal Budget, Monthly Budget Binder, Saving Tracker, Debt Tracker

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Highlights

  • Designed by CleanandSimplePlan
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 4 PDF

🌟 Discover the ultimate tool to streamline your finances effortlessly. 📈

📌 Simplify Your Life: My planner makes managing your money a breeze, allowing you to focus on what truly matters.

📌 Financial Clarity: Achieve a clear picture of your personal finances, track expenses, and set achievable goals.

📌 Savings Made Simple: Say goodbye to financial stress and hello to a brighter financial future.

📌 Goal-Oriented: Crush your financial goals with ease using my user-friendly planner.

Imagine feeling strong and capable when you think of your finances because you know exactly how much your income is and how much you are spending each week.

If you need a little extra money in your pocket, take the emergency fund challenge and build financial security by colouring in one little box at a time.

It's so easy, and my customers LOVE it :)

Warning it may even cause you to love budgeting :)


INCLUDED IN THE CLEAN AND SIMPLE PERSONAL FINANCIAL PLANNER ARE:
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:: Front Cover - Simple and printer friendly.
:: Credit Card Details - Keep an eye on your interest rates.
:: Bank Account Details - Same with your bank account.
:: Password Keeper - Have 1000's? Write them here.
:: To Do List - For all your financial to-do's.
:: Blank Financial Calendar (Portrait & Landscape)
:: Financial Habit Tracker - Build your habits by tracking them everyday.
:: Spending Log - When things are bad. Record everything you spend and see where the leaks are.
:: Debt Payment Schedule - Feel encouraged by seeing your debt reduce each month.
:: Monthly Bills - Keep an eye on those pesky bills.
:: Direct Debit Tracker - Make sure your auto payments are going through correctly.
:: Monthly Income - This is the fun bit. Record all that money coming into your account.
:: Savings Tracker - Build savings and motivation using this tracker.
:: $1,000 Emergency Fund Challenge - Super fun and easy challenge to save $1k
:: Emergency Fund Tracker - Track your progress here
:: Simple Monthly Budget (+ blank one) - Plan next month's spending with this budget.
:: Daily Budget - When you need to keep a tight rein on your money and watch it daily.

Bonus: Mini Ebook to take you through each of the templates and how to use them!

FEATURES:
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The Clean & Simple Personal Financial Planner has big margins for easy use with your own binder.

3 sizes - US Letter / A4 & A5 - all sent to you - so you can choose the best fit.
Instant PDF access - make sure you've got Acrobat PDF reader on your computer for best results.

Big boxes to fit all your writing in and wide margins so you don't punch holes in the template when putting it in your folder.
I've been considerate of your cost of ink and the budget planner is designed in economical black and white.

All budget planners are designed to be really useful.

Digital download so you can print and use 1000's of times (they're pretty good value!)



TERMS & CONDITIONS OF PURCHASE
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Digital Download - No Physical Product
Due to the instant nature of the digital delivery, there are no refunds available.

This Clean & Simple Personal Financial Budget Planner is for your personal use and cannot be sold or published without my okay.

These planners are simply templates to assist you with managing your current money system. Always see a professional when it comes to making serious changes around your money strategy (just in case)

WHY MY BINDER & NOT OTHERS?
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I used to teach budgeting at TAFE while I was putting myself through university.

The one thing I saw was that people don't deal with their money because they are overwhelmed and it's all too hard.

Spreadsheets just freaked everyone out.

I wanted to remove the barriers that can get in the way and provide a simple solution that you will actually use.

If you use it regularly (and don't leave it gathering virtual dust on your hard drive) you will see an improvement in your money situation.

What you focus on grows :)

I want you to be better off for having purchased from me and I really care about your financial well-being.

I talk more about personal finance for empowered women on my blog. www.bethanyholt.com

Sign up here and grab a 20% off Etsy Shop coupon as a thank you!

http://bit.ly/EtsyCleanandSimple (copy and paste)

Thank you for visiting my store and come back soon.

Beth x

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Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(5 reviews)

Buyer highlights, summarized by AI: Love it · Looks great · Great product · Easy to use

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5 out of 5 stars 5 This item

Tahnia Aug 7, 2023

Looks good so far thank you

Tahnia Aug 7, 2023

5 out of 5 stars 5 This item

Kathryn Jan 3, 2019

Great love this product. Ordered more cause I couldn’t get enough.

Kathryn Jan 3, 2019

5 out of 5 stars 5 This item

Etsy buyer Apr 26, 2018

I thought I'd give it a couple of weeks before reviewing this time so that I could give an accurate review. What I love about this planner is that it's easy to understand, comprehensive and nice and neat. There's plenty of space for me to make notes in the margins too. I'm loving the Emergency Challenge - 1000 is achievable - it won't be long until I hit my target! it's nice to know all my numbers and to have a birds eye view of finances at a glance.

Etsy buyer Apr 26, 2018

5 out of 5 stars 5 This item

Inactive account Oct 15, 2018

Inactive account Oct 15, 2018

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Listed on May 20, 2026