Yearly money check up checklist for money educators
Checklist for finance and money educators
For money educators who want people starting to take charge of their finances on their list.
Template pack
Budget and savings trackers
How to use this template pack
Share it with people starting their first budget. Templates are saved, used every month and passed to friends.
What is inside
The monthly budgetAn imaginary example first, then the blank version to copy.
Savings goal tracker[Emergency savings]
Yearly costs planner[January]: [renewals, fees or events].
Account listCurrent accounts: [provider and what it is used for].
Debt overview[lender]
Keeping them up to dateMonthly. Fill in the actual column of the budget and update the savings tracker.
Three title ideas for your own version
Monthly budget and savings tracker templates
Free budgeting templates
Track your money on one page
Where to promote it
PinterestInstagrammoney newsletterscommunity workshops
What templates help people manage money?
A monthly budget with planned and actual columns, a savings goal tracker, a yearly costs planner, an account list and a debt overview.
Make this template pack your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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