FINANCIAL
PLANNER
2023
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QUICK NOTE
SMART GOALS
When setting goals, make sure it follows the SMART structure.
Use the questions below to create your goals.
S SPECIFIC WHAT DO I WANT TO
ACCOMPLISH?
M
HOW WILL I KNOW WHEN
MEASURABLE IT IS ACCOMPLISHED?
A ACHIEVABLE HOW CAN THE GOAL BE
ACCOMPLISHED?
R RELEVANT DOES THIS SEEM
WORTHWHILE?
T
WHEN CAN I ACCOMPLISH
TIME BOUND THIS GOAL?
FINANCIAL GOALS
GOALS TIMEFRAME STATUS
INCOME EXPENSES
SAVINGS INVESTMENTS
BANK ACCOUNT TRACKER
MONTH BANK START BALANCE END BALANCE
BUDGET OVERVIEW
SAVINGS END
MONTH INCOME EXPENSE BALANCE
INVESTMENT
January
February
March
April
May
June
July
August
September
October
November
December
TOTAL
NOTES / ACTION PLAN
SAVINGS TRACKER
SAVING FOR AMOUNT STATUS
NOTES
INVESTMENT TRACKER
Q1 Q2
Q3 Q4
NOTES
What to track: Account; Cost (Amount invested); Market Value; % Gain/Loss
RECURRING EXPENSES
BILLER AMOUNT DUE JAN FEB MAR
APR MAY JUN JUL AUG SEP OCT NOV DEC
JANUARY
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
FEBRUARY
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
MARCH
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
MARCH
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
APRIL
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
MAY
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
JUNE
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
JULY
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
AUGUST
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
SEPTEMBER
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
OCTOBER
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
NOVEMBER
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
DECEMBER
MONTHLY BUDGET
INCOME
DATE SOURCE AMOUNT
TOTAL INCOME
SAVINGS
SAVING FOR START BALANCE AMOUNT ADDED END BALANCE
TOTAL SAVINGS
INVESTMENT
DESCRIPTION AMOUNT
TOTAL ADDED INVESTMENT
EXPENSES
PAYEE DESCRIPTION AMOUNT
TOTAL EXPENSES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
EXPENSES TRACKER
DATE PAYEE AMOUNT NOTES
MONTHLY SUMMARY
INCOME EXPENSES
SAVINGS INVESTMENTS
NOTES/ACTION PLAN
HIGHLIGHTS
