Finance & Budget Tracker — a calm, beautifully designed digital budget planner with a filled example, so you can see exactly how to use it.
Each month is three linked pages: Budget, Spending and Review. Plan where your money should go, log what you spend, then take two minutes to see what worked.
WHAT'S INSIDE (73 pages, 1,300+ links)
- Filled example — Alex's January plus setup pages, with realistic numbers that all add up
- Money setup, year at a glance, paycheck budget and bill calendar
- 12 months × Budget (with an allocation compass and a Money Sprint), Spending (31-day map, need/want/invest and "worth it?" log) and Review (fill-in rings)
- Quarter reviews and Year in Money
- Debt payoff, sinking funds, a 100-step savings challenge, net worth, no-spend tracker, subscriptions audit and big-purchase planner
- Side tabs for every month and a one-tap Contents page
Five files in every download
- Main — US Letter, fillable: type into the boxes or write by hand
- Handwriting — the same pages and links with no text boxes, so your pen never opens one
- A4 — for Australia, the UK and Europe
- Phone — a separate layout designed for phone screens
- Start Here guide — two pages: which file to use, importing, and quick fixes
Works in your app
One standard, hyperlinked PDF with bookmarks — made for GoodNotes, Notability, Noteshelf, Xodo, Flexcil and PDF Expert on iPad and Android tablets. Tap links with your finger (if a tap draws a line, switch to read mode or "draw with pencil only"). No app lock-in, no subscriptions.
How to start
- After you pay, we email the files to the Google account you signed in with.
- Import the edition you want into your notes app.
- Look through the filled example, then make it yours.
Please note
- Digital download — nothing will be posted.
- Undated — start in any month.
- For personal use by one purchaser. Please don't share or resell the files.
Questions? Email hello@fayandform.com — we're happy to help.
Fay & Form Studio · thoughtful templates for work and life
- A planning tool, not financial advice.