Yearly Money Planner
$7.99
Car insurance in March. Registration in June. Gifts in December. Every year they show up, and every year they feel like a surprise.
This yearly money planner puts your whole year on one page: the once-a-year costs on a 12-month calendar, what to set aside each month so they're covered, and a simple month-by-month overview that ends in a kind, wins-first year in review.
Single personal license · Instant digital download · Nothing is shipped
First step: List your once-a-year costs and see your heavy months
- Formats
- Excel (.xlsx), Printable PDF
- You get
- ADHD_Yearly_Money_Planner.xlsx, Yearly_Money_Planner_Printable.pdf
- Details
- 4 tabs · Printable PDF: US Letter, print at home or fill in on iPad
What's included
- Year at a Glance: income, regular bills, spending and yearly costs for 12 months
- Left Over for every month, a year total and your best month
- Savings goal with a progress bar
- Annual Expenses calendar: each yearly cost in its month, heavy months in yellow
- Per Month set-aside so every yearly cost is covered when it lands
- Year in Review: your numbers plus five wins-first reflection questions
- BONUS printable PDF: year overview, annual expenses and review pages, fillable on iPad
Why it works for ADHD brains
- Big yearly costs stop being surprises
- One Per Month number replaces all the planning
- Fill in a month when it ends. Blank months don't break anything
- Red only means "look here", never "you failed"
- The review starts with wins, so you actually want to do it
Perfect for: ADHD, AuDHD, executive dysfunction, New Year money resets, or anyone tired of yearly bills catching them off guard.
Personal-use license: use it yourself and print as many copies as you need for your own use. Not for resale or redistribution. License terms