Budget Planner Template (PDF)
Budget Planner Template (PDF)
Planner
BUDGET
Planner
NAME
YEAR
Calendar 2023
January February March
Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su
1 1 2 3 4 5 1 2 3 4 5
2 3 4 5 6 7 8 6 7 8 9 10 11 12 6 7 8 9 10 11 12
9 10 11 12 13 14 15 13 14 15 16 17 18 19 13 14 15 16 17 18 19
16 17 18 19 20 21 22 20 21 22 23 24 25 26 20 21 22 23 24 25 26
23 24 25 26 27 28 29 27 28 27 28 29 30 31
30 31
April May June
Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su
1 2 1 2 3 4 5 6 7 1 2 3 4
3 4 5 6 7 8 9 8 9 10 11 12 13 14 5 6 7 8 9 10 11
10 11 12 13 14 15 16 15 16 17 18 19 20 21 12 13 14 15 16 17 18
17 18 19 20 21 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25
24 25 26 27 28 29 30 29 30 31 26 27 28 29 30
July August September
Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su
1 2 1 2 3 4 5 6 1 2 3
3 4 5 6 7 8 9 7 8 9 10 11 12 13 4 5 6 7 8 9 10
10 11 12 13 14 15 16 14 15 16 17 18 19 20 11 12 13 14 15 16 17
17 18 19 20 21 22 23 21 22 23 24 25 26 27 18 19 20 21 22 23 24
24 25 26 27 28 29 30 28 29 30 31 25 26 27 28 29 30
31
October November December
Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su
1 1 2 3 4 5 1 2 3
2 3 4 5 6 7 8 6 7 8 9 10 11 12 4 5 6 7 8 9 10
9 10 11 12 13 14 15 13 14 15 16 17 18 19 11 12 13 14 15 16 17
16 17 18 19 20 21 22 20 21 22 23 24 25 26 18 19 20 21 22 23 24
23 24 25 26 27 28 29 27 28 29 30 25 26 27 28 29 30 31
30 31
Calendar 2024
January February March
Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su
1 2 3 4 5 6 7 1 2 3 4 1 2 3
8 9 10 11 12 13 14 5 6 7 8 9 10 11 4 5 6 7 8 9 10
15 16 17 18 19 20 21 12 13 14 15 16 17 18 11 12 13 14 15 16 17
22 23 24 25 26 27 28 19 20 21 22 23 24 25 18 19 20 21 22 23 24
29 30 31 26 27 28 29 25 26 27 28 29 30 31
BANK NAME:..............................................................................................................................................................
ACCOUNT NAME E-BANKING
BANK NAME:..............................................................................................................................................................
ACCOUNT NAME E-BANKING
BANK NAME:..............................................................................................................................................................
ACCOUNT NAME CARD DETAILS
CARD TYPE:
CARD NUMBER
..........................................................................
EXPIRY DATE CARD NUMBER:
BANK NAME:..............................................................................................................................................................
ACCOUNT NAME CARD DETAILS
CARD TYPE:
CARD NUMBER
..........................................................................
EXPIRY DATE CARD NUMBER:
BALANCE
DEPOSIT WITHDRAWAL
ACCOUNT DETAILS
DATE
BALANCE
DEPOSIT WITHDRAWAL
ACCOUNT DETAILS
DATE
BALANCE
DEPOSIT WITHDRAWAL
MONTHLY Budget
BUDGET GOAL MONTH / YEAR
.................................................................................................. .............................................................................................
INCOME
DATE DESCRIPTION AMOUNT AFTER TAX
TOTAL TOTAL
RECAP
GOAL ACTUAL DIFFERENCE
EARN
SPENT
DEBT
SAVED
ZERO Budget MONTH / YEAR
..................................
INCOME TOTAL
TOTAL SAVING
MONTHLY BILLS DUE AMOUNT
LEFTOVER
TOTAL DEBT
LEFTOVER
BILL TOTAL
DAILY LIVING BUDGET ACTUAL
LEFTOVER
1000
|
900
|
800
|
700
|
600
|
500
|
400
|
300
|
200
|
100
|
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |
NOTES
CREDIT SCORE Improvement
CURRENT CREDIT SCORE CREDIT SCORE GOAL
......................................................................................................... .........................................................................................................
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NOTES
SPENDING Tracker
DATE DESCRIPTION AMOUNT CASH CARD
NO SPEND Challenge
MAIN GOAL MONTH
RULES
...............................................................................................................................................................
...............................................................................................................................................................
...............................................................................................................................................................
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1 2 3 4 5 6 7 8
9 10 11 12 13 14 15 16
17 18 19 20 21 22 23 24
25 26 27 28 29 30 31
TOTAL
PAYCHECK Budget
BUDGET GOAL: ................................................ TIME PERIOD:...................................
INCOME 1
INCOME 2
INCOME 3
TOTAL
TOTAL
ACTUAL
BUDGET
YEARLY Expenses
TOTAL
YEARLY INCOME Tracker
YEAR: ................................................
JANUARY FEBRUARY MARCH
ANNUALY
DESCRIPTION DUE AMOUNT ANNUAL RATE
FAMILY Budget
HOUSE EXPENSES BUDGET ACTUAL DIFFERENCE NOTES
NOTES
WEEKLY Expenses
Month: ........................................ Week Of: ......................................... Budget: ................................
Total Total
Total Total
WEEKLY Expenses
Month: ........................................ Week Of: ......................................... Budget: ................................
Total Total
Sunday Date........../........../..........
Total
UPCOMING Expenses
YEAR.............................
JAN FEB MAR
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
YEARLY
TOTALS
FINANCIAL Tracker
GOAL: $
GOAL: $
GOAL: $
GOAL: $
GOAL: $
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
TOTAL
TAX Deductions
MONTH................................................
DATE DEDUCTIBLE ITEM(S) CATEGORY TAX CREDIT % AMOUNT TOTAL
DONATION Tracker
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
SALES Tracker
BILL BILL
COMPANY NAME ............................................................ COMPANY NAME ............................................................
CONTACTS ............................................................ CONTACTS ............................................................
ACCOUNT NO. ............................................................ ACCOUNT NO. ............................................................
PAYMENT METHOD ............................................................ PAYMENT METHOD ............................................................
PAYMENT DATE ............................................................ PAYMENT DATE ............................................................
ADDRESS ............................................................ ADDRESS ............................................................
............................................................ ............................................................
......................................................... .........................................................
NOTE NOTE
BILL BILL
COMPANY NAME ............................................................ COMPANY NAME ............................................................
CONTACTS ............................................................ CONTACTS ............................................................
ACCOUNT NO. ............................................................ ACCOUNT NO. ............................................................
PAYMENT METHOD ............................................................ PAYMENT METHOD ............................................................
PAYMENT DATE ............................................................ PAYMENT DATE ............................................................
ADDRESS ............................................................ ADDRESS ............................................................
............................................................ ............................................................
......................................................... .........................................................
NOTE NOTE
BILL Tracker
MONTH
BILL AMOUNT DUE
1 2 3 4 5 6 7 8 9 10 11 12
SAVING Planner
YEAR................................................
January February March
1 27
2 28
3 29
4 30
5 31
6 32
7 33
8 34
9 35
10 36
11 37
12 38
13 39
14 40
15 41
16 42
17 43
18 44
19 45
20 46
21 47
22 48
23 49
24 50
25 51
26 52
SAVING JAR Tracker
GOAL AMOUNT:.....................................
=.......................
EMERGENCY Fund
AMOUNT NEEDED.................................................................. TARGET DATE........................................................
MONTHLY SAVING TARGET............................................... ACCOUNT................................................................
PROGRESS TRACKER 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
NOTES
SINKING Funds
GOAL
SINKING
FUND
NAME
DUE
SINKING Funds
ITEM: ..................................................... GOAL: ...........................................................
DATE DEPOSITE EXPENSE TOTAL
Account No : Account No :
Creditor Creditor
Account No : Account No :
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
PAYMENT
NEW BALANCE
CREDIT CARD Payoff
COMPANY
AMOUNT OWED
MINIMUM PAYMENT
INTEREST RATE
DUE DATE
6 MONTHS
1 YEAR
1.5 YEARS
2 YEARS
3 YEARS
5 YEARS
RETIREMENT Planning
GOAL
INCOME STREAMS
ANNUAL START ESTIMATED
NAME PLAN TYPE DURATION TAXABLE
CONTRIBUTION YEAR BENEFIT
NOTES
RETIREMENT Tracker
YEAR................................................
DATE AMOUNT TOTAL NOTE
INVESTMENT Tracker
ACCOUNT NO. START CAPITAL
DATE COMPANY SYMBOL BUY SELL UNIT PRICE SHARES TOTAL PRICE GAIN / LOSS
NET WORTH Tracker
MONTH..................................................... YEAR..........................................................
TOTAL ASSETS..................................... TOTAL LIABILITIES.............................
NET WORTH..........................................
ASSETS LIABILITIES
TOTAL TOTAL
NOTES
NET WORTH Tracker
FINANCIAL ASSETS LIABILITIES
stocks
mutual funds
pension plans
annuities
total total
NON-FINANCIAL ASSETS
total assets
DESCRIPTION VALUE
intellectual property
royalties
-
total liabilities
patents
=
NET WORTH
total
TO DO List
NOTES
My Notes
My Notes