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Budget Planner Digital Version

$39.99 CAD

Welcome to the Budget Planner! The ultimate planner designed to help you organize your finances, create a budget that works for you, save money with intention, pay off debt, and stay on top of your financial goals all year long! Whether you're budgeting for yourself, your family, a major savings goal, or simply trying to gain more control over your money, this planner was created to make managing your finances simple and stress free. If you're an iPad, phone, desktop, or laptop person and prefer keeping things organized digitally, this planner version will be your new best friend! Alternatively, if you love the classic feel of putting pen to paper and writing everything out, check out our hard copy version of this planner! Read more about this planner below!

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Details

Yearly Key Features

Financial Goals & Intentions: Set your biggest financial goals for the year, create action plans, identify habits to release, and establish habits that support your financial success.


Annual Calendar & Important Dates: Keep track of birthdays, anniversaries, yearly events, holidays, and important financial dates all in one place.


Income Overview: Record all income sources, payment frequencies, and annual earnings for a complete picture of your finances.


Debt Overview: List all debts, balances, interest rates, minimum payments, and payoff goals before beginning your debt free journey.


Savings Setup & Sinking Funds Setup: Organize all savings accounts and sinking funds, including balances, goals, and monthly contributions.


Bills Master List & Subscription Master List: Keep every recurring bill and subscription organized by tracking due dates, amounts, payment frequencies, autopay status, and categories.


52 Week Savings Challenge Tracker: Set a savings goal and track your progress over 52 weeks by recording and coloring in each weekly contribution as you save.


Custom Savings Goal Trackers: Track multiple savings goals with progress bars, monthly contributions, and reflection sections.


Monthly Key Features

At the start of every month, you'll find a monthly calendar, focus section, top money priorities, and monthly to-do list to help you stay organized and intentional with your finances.


Each month also includes:

4 Paycheck Budget Pages: Plan every paycheck and assign every dollar a purpose. Perfect for weekly, bi-weekly, or monthly pay schedules.


2 Expense Tracker Pages: Record daily spending and compare expenses against your budget.


Savings Tracker: Monitor deposits, withdrawals, balances, and monthly savings progress.


Sinking Funds Tracker: Manage planned expenses such as holidays, travel, gifts, and future purchases.


Debt Tracker: Monitor balances, payments, and monthly debt reduction progress.


Notes & Thoughts: For budgeting ideas, reminders, and financial planning.


Monthly Reflection: To review what worked well, identify areas for improvement, celebrate wins, and reflect on lessons learned.


Monthly Close Out: To summarize income, savings, sinking funds, bills, expenses, debt payments, and leftover money for a complete monthly financial overview.


Year End Key Features

At the end of the year, you'll transfer your monthly information into dedicated yearly summary pages that provide a complete overview of your finances.


This section includes:

• Goals Reflection & Reset Pages
• Bills Annual Summary
• Expenses Annual Summary
• Savings Annual Summary
• Sinking Funds Annual Summary
• Debt Payoff Summary
• Notes & Thoughts
• Year End Summary
• "Find The Money" Review Pages
• Year at a Glance Financial Tracker


These pages help you analyze spending habits, review progress toward your goals, identify opportunities for improvement, and prepare for the year ahead!


EXTRAS


Undated Design: One of the standout features of this planner is its undated format. This flexibility allows you to start using it at any time of the year without the pressure of wasted pages.


BONUS: You only have to purchase this planner once as it's undated, so you can reuse it every year!


This planner includes many additional pages designed to help you stay organized, build better financial habits, save intentionally, pay off debt, and reach your financial goals. The pages shown in the listing photos highlight the core features, but there's so much more inside to support your financial journey every step of the way!
What's Included

GIVE ME ALL THE DEETS!

  • 201 pages
  • Can buy once and reuse every year
  • This planner is compatible with GoodNotes, Notability, and Noteshelf. As well as your general Files
  • This digital planner can be used on an iPad, phone, desktop, or laptop
  • If you're using it with an iPad, you can write directly on the screen with your Apple Pencil. Alternatively, when using a phone, desktop, or laptop, you can add text in text boxes or use the marker tool.
  • Fully hyperlinked for smooth navigation
How it Works

FOLLOW THESE STEPS

Step 1: After your purchase, you'll get an email to access our Education Vault. Click the “CLICK HERE TO OPEN THE EDUCATION VAULT” button.


Step 2: Click on the “Budget Planner.pdf” document.


Step 3: Save the document to your files where you can now access it there and begin to use your planner.


Step 4: If you don’t want to use the files app to use the planner, you can now open up the file within your preferred app and access it there. This digital planner is compatible with GoodNotes, Notability, Noteshelf, as well as your files app. This digital planner can also be used on an iPad, phone, laptop, or desktop.


TERMS & CONDITIONS
This file can be used for both personal and commercial purposes, but please refrain from forwarding, sharing, selling, or distributing the digital file. Unauthorized distribution or resale of the file may result in copyright violations.

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