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Financial Wellness Planner, Finance Planner, Digital Budget Planner, Paycheck Budget, GoodNotes Budget Planner, Goodnotes Finance Planner

You can only make an offer when buying a single item

Highlights

  • Designed by AllThePlans
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF

► 𝐏𝐋𝐄𝐀𝐒𝐄 𝐍𝐎𝐓𝐄

This is an Instant Download. No physical item will be shipped.

► 𝐀𝐁𝐎𝐔𝐓 𝐓𝐇𝐈𝐒 𝐏𝐋𝐀𝐍𝐍𝐄𝐑

If you have tried budgeting apps, spreadsheets or old school pen and paper to keep track of your finances but cannot seem to stick to a system that has EVERYTHING you need in one place then this all-in-one Financial Wellness Planner is perfect for you! No need to login to another app or try to keep up with excel spreadsheets any longer! This Financial Wellness planner is your one stop shop to keep track of ALL your finances! Know where all of your information is and keep it on YOUR own device without having to trust the “cloud” with your financial information again.

Know exactly where your money is coming and going. Reflect on an annual, quarterly and monthly basis with the reflection templates to ensure you are on track with your financial goals and hold yourself accountable. Budget by the month or take it one step further and budget by paycheck to keep things as simple and easy as possible. Write down your savings and debt payoff goals and monitor your progress towards purchasing a new home or finally paying off those student loans! The easy to use money templates are perfect for monitoring your credit score, completing a 52-week savings challenge or doing “no-spend” months to create better spending habits.

Use this Financial Wellness Planner with a PDF annotation app on your iPad, tablet or smartphone. The hyperlinks within the planner allow for easy use and navigation. The minimalist, neutral design makes this digital planner stand out among others. Four different colors included! Most importantly, it is functional without losing the aesthetics for all your financial plans.

10 COVERS INCLUDED!

► 𝐒𝐈𝐌𝐈𝐋𝐀𝐑 𝐏𝐑𝐎𝐃𝐔𝐂𝐓𝐒

Digital Budget Planner for budgeting made simple!
https://www.etsy.com/listing/952782468/digital-budget-planner-budget-planner

► 𝐖𝐇𝐀𝐓 𝐘𝐎𝐔 𝐖𝐈𝐋𝐋 𝐍𝐄𝐄𝐃

o A tablet or iPad that you can write on with a stylus such as the Apple Pencil.
o A note-taking app such as Notability, Goodnotes, Xodo, etc.

► 𝐇𝐎𝐖 𝐈𝐓 𝐖𝐎𝐑𝐊𝐒

o After completing your order the link to download the files will appear.
o Files will remain available in the “Purchases and Reviews” section of your account for unlimited access.
o The PDF titled "Digital Planner Guide" includes detailed instructions on how to download and use your digital planner & stickers.

► 𝐈𝐍𝐂𝐋𝐔𝐃𝐄𝐃 𝐈𝐍𝐒𝐈𝐃𝐄 𝐘𝐎𝐔𝐑 𝐃𝐎𝐖𝐍𝐋𝐎𝐀𝐃𝐄𝐃 𝐅𝐈𝐋𝐄𝐒

You will receive 1 PDF that contains:
o Detailed instructions on how to use your new planner
o Link to download the Digital Planner & Covers in landscape and portrait versions
o Link to download the digital stickers (Individual PNG images and GoodNotes sticker book)

► 𝐏𝐀𝐆𝐄𝐒 𝐈𝐍𝐂𝐋𝐔𝐃𝐄𝐃 𝐈𝐍𝐒𝐈𝐃𝐄 𝐘𝐎𝐔𝐑 𝐏𝐋𝐀𝐍𝐍𝐄𝐑

o Planner Front Cover
o Index Page
o Last Year Reflection
o Annual Overview
o Important Dates
o Financial Responsibilities
o Savings & Sinking Funds Overview
o Savings Log
o Sinking Funds Log
o 52-week Savings Challenge
o Debt Overview
o Debt Payment Log
o Mortgage Payoff
o Student Loan Payoff
o Monthly Calendar
o Monthly Budget
o Paycheck Budget
o Monthly Transactions
o Monthly Reflection
o Credit Score Tracker
o No Spend Challenge
o Bill Payment Tracker
o Online Order Tracker
o Bank Account Information Keeper
o Credit/Debit Card Information Keeper
o Tax Deduction Log
o Customizable Personal Sections
o Notes Pages


► 𝐓𝐄𝐑𝐌𝐒

Due to the digital nature of this product, I cannot offer refunds or exchanges on your purchase. However, if you have any problems with the download or files, please contact me here on Etsy and I’ll help to resolve it as quickly as possible!

All purchases are for personal use only. Files may not be redistributed, resold, copied, distributed, shared or altered in any way. By purchasing this listing, you agree to my shop policies.

© 2021 All The Plans, LLC All rights reserved.

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Reviews for this item

What buyers say, summarized by AI: Looks great Love it

4.6

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.

(35 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
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5 out of 5 stars 5 This item

Ken Jan 2, 2025

Nicely laid out financial planner

Ken Jan 2, 2025

4 out of 5 stars 4 This item

Diana Aug 3, 2023

nice layout

Diana Aug 3, 2023

5 out of 5 stars 5 This item

Kristi Aug 3, 2022

Great layout, useful sheets. Unlike most budgeting planners I’ve encountered, this one has an understated elegance to it. The font choice, the grey (rather than harsh thick black) font color and lines/borders…it’s not so in-your-face like most planners. I highly recommend it!

Kristi Aug 3, 2022

Response from Aqura

Thank you Kristi! I appreciate this thoughtful feedback. Happy planning :)

4 out of 5 stars 4 This item

Janele May 29, 2022

it definitely makes budgeting easier!

Janele May 29, 2022

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Listed on May 12, 2026