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My Budget Planner Setup

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Today we are talking all about Budgeting! I’m sharing how I have done my Budget planner setup and how I’m using these Budgeting printables to get our finances organized so we can reach our goals. I have my Finances section set up in my A5 Recollections Creative Year binder, which you can find at Michaels. You can also check out the video for this post over on my Youtube channel.

This post may contain affiliate links.

My finances section is just one section in this planner, but I’ve decided to break it up into 4 parts with some fun top tab dividers. They’ll still need labels, but for now I’ve got it split up into these 4 sections-

The front section will have all of my Expenses Tracker printables so I can keep up with what we are spending each day or each week. I put this part first so I can flip right through it since these are the printables I’ll be wanting to access most often.

This section has my Yearly Expenses sheet, my Monthly Budget Checklist, and my Monthly Budget Planner sheets. I use my Monthly Budget Planner sheets to map out my ideal budget situation for the month. Since my income is variable, I typically have to go in each week and readjust things, but I just use some grid paper for this.

This section has my Debt Management Worksheets, my Debt Tracker sheet, and my Medical Expenses sheets, which I use to keep up with my son’s medical bills. Getting out of debt so that we can move into a bigger home next year has become a big focus for my husband and I so we will definitely be referring to these often to check our progress.

Finally, the Savings section has my Savings Plan worksheets, which I’ll use to keep up with our bigger savings goals, such as a new dishwasher. 😉 Plus, a Savings Tracker sheet to keep track of how much we have in our Savings account each month so we can see our overall progress.

You can do all of this in a notebook or anywhere really, but you guys know I love my printables, so this is how I am setting up this section in my planner. If you’d like to grab these printables for yourself, you can get them in my etsy shop.

I hope that this was helpful for you. If you’d like me to go more in-depth on using these sheets, just let me know.

Here is the video walk-through of setting up this section-

If you are new to printing your own planner printables, here are a few of my recommendations-

You can also sign up for my email list to get access to my library of free printables, too.

If you liked this post, you might also like my How to Meal Plan post.

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