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Financial PlannerRelax ... your money matters.
This planner is just the beginning!
Take the time to fill the planner out to the best of your ability, and don’t forget to have a financial conversation with
all those involved in your household budget.
View more educational resources by visiting: foundersfcu.com/financialeducation
Name: _______________________________________
monthly budget month:Starting Balance:
INCOME
DATE DESCRIPTION AMOUNT
TOTAL INCOME
MONTHLY FIXED BILLS
DATE DESCRIPTION AMOUNT
TOTAL FIXED EXPENSES
TOTAL INCOME -
TOTAL FIXED EXPENSES =
MONEY TO BUDGET
monthly budget categories month: money to budget:
CATEGORY BUDGET
DATE DESCRIPTION AMOUNT BALANCE
TOTAL
CATEGORY BUDGET
DATE DESCRIPTION AMOUNT BALANCE
TOTAL
CATEGORY BUDGET
DATE DESCRIPTION AMOUNT BALANCE
TOTAL
CATEGORY BUDGET
DATE DESCRIPTION AMOUNT BALANCE
TOTAL
CATEGORY BUDGET
DATE DESCRIPTION AMOUNT BALANCE
TOTAL
CATEGORY BUDGET
DATE DESCRIPTION AMOUNT BALANCE
TOTAL
MONEY TO BUDGET -
BUDGETED CATEGORIES =
LEFT OVER CASH
MONTH TO MONTH SAVINGS log
goal/amount: SAVINGS LOG
DATE DESCRIPTION OF DEPOSIT AMOUNT BALANCE
TOTAL MONTHLY SAVINGS
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
TOTAL YEARLY SAVINGS
daily expense logmonth: Starting Balance:
DAILY EXPENSES
DATE DESCRIPTION AMOUNT BALANCE
daily expense log month: Starting Balance:
DAILY EXPENSES
DATE DESCRIPTION AMOUNT BALANCE
MONTHLY BILL TRACKER
DESCRIPTION JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
debt payoff plan
DEBT ACCOUNT STARTING BALANCE PAYMENT PAYMENT DUE DATE
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
ENDING BALANCE
DEBT ACCOUNT STARTING BALANCE PAYMENT PAYMENT DUE DATE
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
ENDING BALANCE
DEBT ACCOUNT STARTING BALANCE PAYMENT PAYMENT DUE DATE
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
ENDING BALANCE
debt payoff plan
DEBT ACCOUNT STARTING BALANCE PAYMENT PAYMENT DUE DATE
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
ENDING BALANCE
DEBT ACCOUNT STARTING BALANCE PAYMENT PAYMENT DUE DATE
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
ENDING BALANCE
DEBT ACCOUNT STARTING BALANCE PAYMENT PAYMENT DUE DATE
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
ENDING BALANCE
Relax...SM your money matters.
