![]() I’m a huge fan of goal-setting and I believe that a truly great budget revolves around solid financial goals. ![]() My favorite part of this entire Budget Planner is the Monthly Goals sheet. I also personally like to hole punch our paper statements and include them under each section as well with the pay info (date, the amount paid, how paid, etc.)įor a complete video tutorial on how I organize my binder, head here to view the video. JAN – DEC (I just have the Avery Monthly Tabs here and I divide up the sections according to the month.).Emergency Meetings (this contains 12 sheets – one for each month – in case of an emergency and we have to discuss major changes to the budget).Holiday Planning (this contains the holiday budgets and gift planning).Tracking (this for all the bill pay, debt repayment, and savings tracking).pdf): (The binder I use is this one here from Staples.) Each month includes: 1 notes page, 1 pre-month planning page to track projected income, monthly goals, to-dos, and brainstorm on savings related topics, 2 page monthly view spread with a budget themed quote and space for notes and to-dos, 1 monthly budget planning page with 19 common pre-printed categories (mortgage/rent, utilities, groceries, etc.) plus space to customize up to 9 additional categories, 4 monthly expense tracking ledger pages allowing you to record up to 120 individual transactions per month, 1 month in review page to track actual spending and savings vs.For me personally, I use my Budget Planner in my Budget Binder and since many have asked, here’s how my budget binder is organized (which is exactly the order of the. Premium features include 120 gsm bright white paper, high-quality textured leatherette hardcover, elastic band, pen holder, ribbon bookmark, and accordion pocket for receipts. ![]() expected, see your progress on goals, record monthly wins, and reflect on places to improve moving forwardīudgeting mission statement, user guide, financial definitions, resources, vision board, the year of more/less guide, multiple goal setting pages, emergency fund tracking, multiple savings & debt trackers, yearly spending overview, donation and gift trackers, tax checklist, financial account & website login tracking, and a yearly reflection page
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