Type 1 Financial Planning for Budgeting Tools, Debt Plan, Monthly Calendar, Cost Diary

Planner Type 1: Debt Budgeting Tool

Start your personal financial journey here! This 12-month planner contains a yearly savings and debt planner, monthly calendars, payment tracker, expense tracker, expense analyzer, and a yearly review. Contains a full tutorial with examples to show you how to get the most out of your planner.
12 month 160 pages 8.5" x 11" paperback

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Preview the interior of Type 1 planner by clicking on any image to view larger. Planner includes 8 tutorial pages, yearly savings and debt planner, yearly end savings and debt review, plus 12x for each month: calendar, goals, expenditure, 6 pages for expense tracking, payment tracker, and summary.

Full tutorial for the entire planner included.
Yearly planning for savings goals and debt strategy
Monthly calendar
Monthly goals and expenses planning
Expense tracking by payment type
Monthly payment tracker with category expenditure summary
Year-end savings and debt tracking
Yearly review of expenditures with feedback prompts

Type 2 Financial Planning for Monthly Calendar and Payment Tracking

Planner Type 2: Payment Tracker

12-month planner for those who have a solid foundation on their finances. This planner contains a yearly savings and debt planner, monthly calendars, monthly payment trackers, and a yearly review. Contains a full tutorial with examples to show you how to get the most out of your planner.
12 month 58 pages 8.5" x 11" paperback

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Preview the interior of Type 2 planner by clicking on any image to view larger. Planner includes 4 tutorial pages, yearly savings and debt planner, yearly end savings and debt review, plus 12x for each month: calendar, payment tracker, and summary.

Full tutorial for planner included
Yearly savings and debt planner
Monthly calendar
Monthly payment tracker with notes

Special Offers

Looking for new ways to save, invest, or save some money? Find our affiliated partners section below for interesting new financial offers. We may receive compensation for products or services featured on this site. All opinions are our own. Read terms for any offer. Product terms might change, check the provider's official website for details. Investing carries a risk of loss, only invest if you can afford to lose your investment. You'll never see a credit card on this list, only tools to help you maintain and build wealth.

Ally Accounts

Ally Savings Account

Get $100 when you open an eligible Ally Bank account and enjoy one of the highest Savings Account APR% in the industry. We've been Ally customers for nearly a decade now and love their mobile app, digital deposit, ability to use Zelle directly, and easy access to ATMs globally. They also have checkings, CDs, auto loans, and investment accounts.

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Fidelity

Fidelity

Use one of the best investment companies to manage your retirement goals. They offer 401K, HSA, IRA, College Savings accounts, and much more. They have one of the lowest managed account fees we've ever seen, allowing you to keep more of the earnings in your accounts.

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Groundfloor Real Estate Investment

Groundfloor Real Estate Investment

For financially savvy folks who want a way to invest in real estate, without having to own real estate, use Groundfloor to invest in properties without owning. You earn passive income through lending, your investments are backed by real properties, and you can get started with as little as $100. Join today and get $50 after your first $100 investment.

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Coinbase Crypto Investment

Coinbase

Coinbase is a prominent American cryptocurrency exchange platform that allows users to securely buy, sell, transfer, and store a wide range of digital currencies like Bitcoin, Ethereum, and Solana. Known for its user-friendly interface, it's a popular and trusted entry point for beginners, as well as offering advanced tools for experienced traders and institutional clients. Get $30 worth of Bitcoin today after your first $20 trade.

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Products You Might Like

We developed our planners to be as affordable as possible to pass the savings down to you. If you'd like to decorate or further enhance your planner, we think these complementary products would work well!

Budget Stickers

Budget Stickers

1030+ budgeting stickers (14 sheets) with colorful and rose-gold foil designs. Perfect planner stickers to simplify money management, stay motivated, and make budgeting fun.

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Monthly Planner Tabs

Monthly Planner Tabs

A total of 72 pieces self-adhesive months stickers, including English abbreviations of 12 months, 6 pieces for each month, to help you plan what you need to do on a monthly basis, reminding and recording your important events. Comes in a variety of colors.

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3-Piece Bookmark with Pen Holder

3-Piece Bookmark with Pen Holder

Unique patented silicone combined with clip design, protects your favorite books from damage while keeping them in place, unlike the traditional bookmarks that will slide around in your books.

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Magnetic Bookmarks

12 Pack Magnetic Bookmarks

Use these to clip the pages you want to mark, it won't fall off the book easily and gives less damage to books than metal/plastic bookmarks.

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