Fillable Financial Planner UPDATED 19

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Financial Planner UPDATED 19

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FINANCIAL
PLANNER
healthy wallet | healthy life
BUDGET OVERVIEW
MONTH INCOME EXPENSE SAVINGS END BALANCE
January
February
March
April
May
June
July
August
September
October
November
December
TOTAL
Never spend your money before you have earned it.
Thomas Jeerson
INCOME TRACKER
DATE DESCRIPTION SOURCE AMOUNT
DEBT TRACKER
CREDITOR: TOTAL DEBT:
USERNAME: PASSWORD:
ACCOUNT NUMBER STARTING BALANCE
DUE DATE MINIMUM PAYMENT
CREDIT LIMIT INTEREST RATE
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
CREDITOR: TOTAL DEBT:
USERNAME: PASSWORD:
ACCOUNT NUMBER STARTING BALANCE
DUE DATE MINIMUM PAYMENT
CREDIT LIMIT INTEREST RATE
JANUARY FEBRUARY MARCH APRIL MAY JUNE
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
MONTHLY BILL TRACKER
BILL DATE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
MONTHLY BILL TRACKER
BILL DATE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
MONTHLY BILL TRACKER
BILL DATE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
MONTHLY BILL TRACKER
BILL DATE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
MONTHLY CALENDAR
Month of:
SUN MON WED THURSTUES FRI SAT
BILL PAYMENT CALENDAR
BILL AMOUNT DUE DATE BALANCE PAID (X)
ANNUAL BUDGET SUMMARY
JANUARY
Income
Expense
Debt Payment
Savings
MARCH
Income
Expense
Debt Payment
Savings
FEBRUARY
Income
Expense
Debt Payment
Savings
APRIL
Income
Expense
Debt Payment
Savings
JUNE
Income
Expense
Debt Payment
Savings
MAY
Income
Expense
Debt Payment
Savings
JULY
Income
Expense
Debt Payment
Savings
SEPTEMBER
Income
Expense
Debt Payment
Savings
AUGUST
Income
Expense
Debt Payment
Savings
OCTOBER
Income
Expense
Debt Payment
Savings
DECEMBER
Income
Expense
Debt Payment
Savings
NOVEMBER
Income
Expense
Debt Payment
Savings
12 WEEK SAVINGS CHALLENGE
WEEK WEEKLY SAVINGS
1 $60.00
2 $75.00
3 $95.00
4 $100.00
5 $65.00
6 $75.00
7 $95.00
8 $100.00
9 $65.00
10 $75.00
11 $95.00
12 $100.00
TOTAL $1000.00
FINANCIAL GOAL
FINANCIAL GOALACTION PLAN
ACTION STEPS
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
DEBT THERMOMETER
DEBT PAYOFF GOAL
NOTES
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Completed 22 June 2021

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