Financial Planner, Finance Planner, Biweekly Budget Planner, Debt Snowball, Budget Printable, Editable PDF - Calculations done for you

Financial Planner, Finance Planner, Biweekly Budget Planner, Debt Snowball, Budget Printable, Editable PDF - Calculations done for you

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Original Price: $14.99

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  • Digital download
  • Digital file type(s): 4 ZIP, 1 PDF

This financial planner printable system will help you to reach your financial goals! The system uses the zero-based budget and debt snowball methods which makes every dollar work for you. You can budget weekly, by paycheck, bi-weekly, bi-monthly, or monthly.

This is the perfect finance planner for people who want to have the power of spreadsheets, but aren't comfortable using Excel.

The budget templates are great for those following Dave Ramsey's baby steps or for anyone wanting to get started on their financial journey! I used this budget system to pay down $70,000 of debt and save a 12 month emergency fund!

Another great piece of the system is the debt snowball calculator. The debt snowball tracker allows you to monitor the pay down of each debt. Once a debt is paid off, that payment is "snowballed" into the remaining payments. The debt snowball method is the best way to track and pay down your debt! A net worth tracker is included to help you see your wealth grow!

Use the savings goals, debt repayment goals, and baby steps tracker to visualize your path to financial freedom.

You will receive 21 unique resources in (2) bundles. One bundle has the calculations done for you and the other is fillable. You can fill the printables out in an Adobe viewer or print and fill out. Instructions have also been included to help you get started!

3 PDF's (Budgets)
1 PDF (Net Worth Tracker)
1 PDF (Baby Steps Tracker)
4 PDF's (Savings Fund Goal Trackers)
3 PDF's (Debt Trackers)
1 PDF (Cash Envelope Inserts)
1 PDF (Financial Planner Cover Page)
1 PDF (Sinking Funds Tracker)
1 PDF (Monthly Bill Tracker)
1 PDF (Weekly Expense Tracker)
1 PDF (Financial Year at a Glance Summary Template)
1 PDF (Semi-Circle Habit Tracker)
1 PDF (Meal Planner and Grocery List)
1 PDF (No Spend Month Challenge)
1 PDF (Finance Planner Guide)


➤ The budgets included all use the zero based budget method. You will first put in your budgeted income and expense items. Next, download your bank statement. Then categorize your actual income and expenses. Finally, put this information into the budget and make every dollar work for you. The budgets come pre-filled to help you get started!

➤ The debt snowball calculator has columns for up to 5 debts and will monitor one year of debt repayment. Simply list your debts in order from smallest balance to largest and use the debt snowball method to reach your debt free goals! The debt list tracker included will help you track your payments made to each debt over the year. Print as many times as you need to track all of your debts.

➤ The editable PDF savings and debt repayment goal trackers have the calculations done for you. Simply enter your goal, click the "tab" key, and your goal amounts will be calculated! Print and color in as you reach your goal!

➤ You will also receive a weekly expense tracker. First, enter in your budgeted expenses and amount. Choose a category from the category list to assign to your expense - write this category in CAPS. Finally, after your expenses are paid, enter in the actual amounts. Watch the amounts add up! The categories come pre-filled for you. Tracking expenses creates financial awareness!

➤ The bill tracker is a great way to stay on top of your monthly bill payments.

➤ The editable cash envelope inserts are a great way to keep your cash on track. Simply print and fill in as you need!

➤ The year at a glance summary template will help you to visualize your income, expenses, savings, debt repayment, and net worth on an annual basis. Use this tool to make financial decisions!

➤ Use the no spend challenge to jump start your debt free journey!

➤ The baby steps tracker is a great way to visualize your journey to financial freedom.

➤ The meal planner and semi-circle habit tracker have been included to help you start new habits. Meal planning has helped me to slash my grocery bill in half!

➤ Instructional videos can be found on my YouTube Channel here: https://www.youtube.com/channel/UCSdYcA05sGe2WkzlvQ00CwA


*Please note that this PDF uses fillable form fields for your convenience. Due to this we recommend opening the file in Adobe Acrobat PDF Viewer for most reliable results. Get it for free here: https://get.adobe.com/reader/

If using a Mac please open in Adobe PDF Reader as the Mac Preview software does not work well with fillable fields.


INSTANT DOWNLOAD: This is a digital product. No physical product will be sent.

PLEASE NOTE: These items are a PDF format file

Once payment is complete the digital files (4 zip files containing - 42 PDF files, 1 PDF File) will be available for download in your account and an email will be sent to your Etsy registered email.

The pictures of the printed product give you an indication of how it looks used.


Use visualization to achieve your goals!

➤ If you have any questions about this item, just hit the "message seller" button and I will get right back to you!

➤ Visit my shop for other goal solutions: http://etsy.com/shop/YourFrugalFriend

➤ Sign up on my email list for 15% off your order:

https://bit.ly/3gWrX8v


*Note: this item is not for commercial use. Do not resell or redistribute*

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Shop on Etsy and be part of a community doing good.

We are not just a destination for creative goods, we’re a community pushing for positive change for small businesses, people and the planet.

We are not just a destination for creative goods, we’re a community pushing for positive change for small businesses, people and the planet.

295 reviews

5 out of 5 stars
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Designs By SYS Dec 3, 2020

5 out of 5 stars

I can’t express how satisfied I am with Sasha and the the highest level of customer service she provided me. I order and pleased with the quality of the financial planner. I messaged Sasha for a custom order. Not only did she reply very quickly but she also made the changes even faster. This is a great shop and even better shop owner.

Purchased item:

mariamclean31 Nov 20, 2020

5 out of 5 stars

The professionalism of this product and entrepreneur are both outstanding. Finally, a way to budget that actually makes you exited (and proud) while paying bills and saving for the future! Sasha’s product does all the math for you, and she outlines valuable tips along the way. Not being fluent in Adobe, I had a question, and it was answered and then solved in under 15 minutes - unreal!! If you feel like you need to better organize your finances, save for the future, and knock down your debt - this is the product for you!

Purchased item:

Katie Hoover Sep 7, 2020

4 out of 5 stars

Very organized. A bit overwhelming for me.but once I figured it out it was what I needed

Purchased item:

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