Financial Planner 2018
Money. That one little world that for some, makes the world go ’round. I know I get tired of thinking about money, worrying about paying bills and making sure ends meet. This past year I have read both Financial Peace and The Total Money Makeover, both written by Dave Ramsey. If you haven’t read them and have landed on my page looking for a financial planner, I highly recommend you give either or both a read. After reading it was like I had an AhHa moment, this doesn’t have to be hard. I can do this without so much worry. I made these planner pages to help with keeping track of financial goals, monthly budgets, bill payments, and transactions. This also matches my calendar planner pages.
First up, we have the cover page! So pretty in the pastels.
Next, is the goals page. You can follow the Ramsey rules and write them down here, or you can make your own. Don’t forget to make SMART goals.
Budgeting is next. There is a place to add your rent/mortgage, food/groceries, utilities, and other expenses. This allows for you to both budget and then compare at the end of the month how much you actually spent. This is good for making sure that you aren’t adding in expenses that are unnecessary. I know for me, it was a shocker of how much little expenses add up.
Bill Payment is next. This is my favorite. I love that I can see at a glance what has and hasn’t been paid. This is great for using with the budget pages to make sure all payments are made.
And last but not least the transaction page! So much prettier than a checkbook ledger.
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