Financial Planning Workbook

My Budget Planner
8.5X11 Inches
154 Prompted Pages
The purpose of this book is to keep all your budgeting and financial plans and ideas organized in one easy to find spot. Here are some simple guidelines to follow so you can make the most of using this book:
Use the fill in the blank prompt pages in this planner to help navigate your savings and money goals. This will make it easy for you to keep everything organized!
The first “Budget Tracker” section is for you to write the “Budgeting Plan” so goals can be easily seen.
Most ideas are inspired by something we have seen. Use the “Savings Goal” section to color in the amounts of coins you are saving each month.
The “Expense Tracker” section is for you to detail out a description of your incoming and outgoing money. Don’t worry, there will be more space for you to go in-depth with space for notes.
Some information that you love to remember, are the “Monthly Budget Progress” is great for that. You will see the actual money spent, get closer to your goals you will love to record and make notes about!
Flip the page over and this is where your “Monthly Money Goals Tracker” begins.
Write down the action steps you need to complete your “Savings Chart” item saving for, cost and time frame.
The “52 week Money Savings Challenge” section is so you can visually track your goals and be inspired later after you finished!
Use The “Annual Overview” to find the perfect income, expenses, start balance and ending balance for the year.
And finally pages with your “Debt Repayment Plan” for you to journal about your new money life, brainstorm and watch your plans unfold…
Have fun!
BOOK DETAILS:
Budget Tracker
My Savings Goal
Expense Tracker
Monthly Money Goals Tracker
Monthly Savings Plan
Savings Chart
52 Week Money Savings Challenge
Annual Overview
Debt Repayment Plan
Bill Tracker
Upcoming Expenses
Tax Checklist
Makes A Great Gift For:
Boomers
Financial Planners
CPAs
Teens
Minimalists
Birthday
Christmas