A minimalistic but elegant reusable budget and finance tracker, with sections for recording your income, savings, spending, and any debt you may be currently paying off. Fully tabbed and hyperlinked for easy and intuitive use, and designed in a neutral coffee latte colour scheme, this planner is perfect for keeping track of your finances, and helping you work towards your financial goals.
This Planner Includes:
- A section at the beginning for writing out reoccurring monthly expenses, with a box to record each month's expenses and have them easy to view at a glance.
- A financial goals section, with space for up to three goals, the date for when you want to complete them by, and a checklist section where you can map out the steps you plan to take to achieve these goals.
- A yearly overview and tracker, with a section for you to record how much you want to earn, save, and pay off over the course of the year. A space for you to write out any notes and ideas that you might want to make, or stickers or images you might want to add. Additionally, there is a yearly overview table with rows for income, expenses, savings, debt paid, debt gained, and an ‘other’ section, running from January through to December. Finally, there are two additional spaces for recording what you want to keep doing next year, and what habits you might want to change going into a new year.
- 12 hyperlinked and tabbed monthly trackers, running from January through to December, and including spaces to record that month's income, bills, and savings, as well as a separate table, to record your purchases from the month, to help you keep an eye on where your spending money, and check for places where you can make savings if needed.
- A debt tracker section for recording the name of the company or place your debt is with, starting balance, the date you took the loan out on, the interest rate on the loan, the minimum payment you need to make on it, and the date you need to pay it back by. This page also includes a table where you can record the dates and amounts you pay back, as well as how much of the debt you have left to pay off. There is also a section for you to write out how you will reward yourself once you’ve finished paying the debt off!
Why choose a digital planner? Not only is it an eco-conscious way to keep your life organised - no paper, plastic, or waste 🌿 - but digital planners have endless customisation options; no more TipEx, scribbling out mistakes, or ripping out pages in frustration! Plus, best of all, there’s no need to keep buying a new one as the undated format means it can be used an endless number of times ✨
The minimalist design allows you to add your own creative mark on your planner, through stickers, doodles, highlighters, and flourishes.
This planner was created with one thing in mind; to be perfect for everyday use no matter what you do in life, while also avoiding all the unnecessary bells and whistles which can seem overwhelming and, let's face it, we hardly ever use anyway. 🌈
Please note, this planner was optimised for use with Goodnotes on an iPad, so please keep that in mind if you use other applications like Notability, etc, as, while it should still work fine with any app that can annotate PDFs and use links, I can’t guarantee full functionality with those.
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