Digital Budget Planner
Take your personal finances to the next level
Not happy with your current personal finances? Never enough money? Lack of money is stressing you out?
Our budget template allows you to see every aspect of your finances and get them to where you want.
We make it easy with our monthly budgets planner.
An easy and effective budget template
Budgeting shouldn't be hard, if it's hard, you won't do it.
No difficult software or apps to figure out, formulas to fill in, nothing like that.
Simply enter income and expenses and you'll be all set. It's about keeping it simple.
Build better spending habits
When you start filling out your new budget, you'll see exactly where your money is going.
You'll cut unnecessary expenses, allocate money to certain categories and overall improve your spending habits.
Track your income and expenses
Budgeting is a lot easier when you break it down. It's all about tracking your cash flow, your income and expenses.
When you take the time to write in each transaction, you know exactly how your money is being spent.
This is one of the most important ways to improve your personal finances.
More than just a budget spreadsheet
Spreadsheets can be complicated and sometimes they miss things or don't get set up correctly.
When this happens, it makes budgeting much hard.
Our planner covers every aspect of your personal budget that you need, you won't miss anything. Even better, it makes it simple.
What can it help me with?
- Monitor monthly finances and charges
- Keep track of your debt payments
- Be more confident with your money
- Know where your money is going
- Build a emergency fund for when you need it
- Professional or personal use
- Start working on improved money habits
- Plus many more
Reduce your money related stress today
Money is the root of stress for most people. If you think about a lot of your problems, they probably stem from money in some way.
The best way to alleviate the stress is to organize your finances. The best and most effective way is to use a budget like ours.
Not an automated one, you've used those before and they don't help. You "set it and forget it" and that is exactly why they don't work, you forget them.
You'll have the best finances of your life. And the best part, you'll eliminate the stress related to money.
What templates are included
Our goal was to give you everything you need to master your personal money. Not only does it have everything you need, it's all in one place on your iPad or tablet. Here is what the financial planner template includes:
- Monthly budget worksheet
- Transaction activity
- Debt repayment tracker
- Savings tracker
- Wishlist planner
- Credit tracker
- Yearly summary
How does it work?
If you have never used a digital planner before, it's pretty simple and only requires a few things to start.
- iPad or Android tablet
- GoodNotes (iOS) or other PDF markup app
- One of our digital planners (*Note, this is a PDF format and not an actual paper planner)
Once you have these items, import your planner into GoodNotes or your PDF markup app of choice and begin planning. You are not limited to GoodNotes, it just has to be a PDF markup app so it can be a Notability finance template as well.
The PDF markup app will allow you to write on the PDF digital planner like it's pen and paper.
Get started with your new budget planner today!
Look no further, everything you need to dominate your finances is included, a personal finance manager planner on your iPad. Your budget builder is here!
You'll master your money and be able to do whatever you want without worrying about overspending.
It's not easy, but taking the first step today to create an effective budget will payoff 10x down the road.
This is the perfect budget organizer to add to your productivity arsenal. It pairs well with our digital productivity planner.
How to use
How to use
If you're new to digital planning, it's pretty easy to get started. It only requires a few things. You need an iPad or tablet with a stylus and an annotation app. We have more information on this in the 'Compatibility' section.
Once you have the above items, you can get started. You can download your planner to your device, next you'll open it in the annotation app of your choosing, finally, you can start planning.
It's that easy.
The functionality of each app differs but the general idea is the same. You can navigate through the planner with the hyperlinks (tabs, some dates, and buttons), you use the pen tool to write, and you can erase and insert images/stickers as you need.
iPad or tablet + a stylus
For iOS we recommend GoodNotes ($7.99) or ZoomNotes (free & paid options)
For Android, we recommend Xodo (free) or Noteshelf ($4.99).
*There are other options available but these are the ones we recommend.
Unfortunately, we do not accept returns for digital products as you receive an instant download at the time of your purchase. Please feel free to contact us with any questions or concerns prior to your purchase.
This far I am loving them. It is my first time working with templates like this and it’s a learning curve for little but it’s overall helping me organize and get stuff done. Which is exactly what I needed. Thank you.
I’ve always wanted to try digital planning, but always put it off because I hadn’t found a planner that had all I felt I needed or wanted. I stumbled across this website after many Google searches, and I’m so glad I did. The planner is beautifully designed, as well as having the options ti add in anything I may decide later that I need or want. While i don’t use Goodnotes (recommended), it was still very easy to import into Noteshelf, and have found no issues with doing so. Any questions or concerns were answered immediately, which I don’t think has ever happened in all my years of online shopping. That, to me, says more than ever the product itself. I would recommend this planner to anyone looking into budgeting digitally, and highly recommend this company for absolutely anything! They’re truly amazing!
Just started using it fantastic
This planner has a great flow! My only suggestion would be to allow all items to cc other devices. I had to choose to use just my iPad and wish it would link all entries to my iPhone for convenience.
love to play with the personal planner while I learn the program.