Free Financial Planner

This Financial Planner Printable has everything you need to get control of your finances. Seriously pin now so you have it.

It is a new year and that means it is time to start fresh and get organized. If you are anything like me — busy mom with way too much on the go — you must take advantage of our FREE financial planner printables.

Our FREE Financial Planner pages include:

  • Debt Statement Sheet. Filling out this sheet is the hardest part of the entire exercise. You need to get all of the information of the debts you owe (including personal loans). I arranged my sheet by date as I find that easiest but if you want to use this sheet to knock out debt fast you may arrange them from smallest – largest amounts.
  • Monthly Bills. You my be wondering why we are writing out all of our debts again. I like to think of this sheet as the snapshot tracker sheet. When I get my bills in the mail I enter them here right away and then 3 hold punch them and place them in their divider. That way if I am busy working or with my daughter I have the information written down to pay later.
  • Monthly Bill Recorder. I have one of these sheets to represent each bill I pay. Once a week I go through the Monthly Bills sheet and transfer the information to each section. I can then track when I pay it and how much. Let’s be honest sometimes life happens and not all the bills can be paid in full, by tracking which ones you are a little short on you can keep track of it. The last thing you want to do is ruin your credit score because you shorted the cable bill 6 months in a row. Hopefully you can pay extra and it is good to track that as well.
  • Income Tracker. My husband delivers pizza some evenings to make extra money. We see a huge difference when he tracks the money he makes on the Income Tracker. When we didn’t keep track of it we saw it as extra cash not money needed to pay bills. If you work in a job that makes tips enter then here. You will be surprised how quickly it adds up.
  • Balance Worksheet. Do what you wish with the Balance Worksheet sheet. I like to go back at the end of the month to ‘see how we did’. You might like to fill out the sheet at the beginning of each month so you have a game plan. As we do not have a set amount we are paid each month I find it difficult to do in the beginning.
  • Monthly Bills. This may seem a little redundant because we already have a Monthly Bill Recorder sheet but hear me out. I use the Monthly Bills sheet to write out everything that is due in the month. It allows me to see the big picture. I can also cross off bills I have paid in full (yay getting rid of debt) and see my progress. It also includes utilities etc that are not included in the Debt Statement Sheet.

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One Response

  1. Lindsey Stone

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