MINI

binder
FINANCE

SAVOR + SAVVY
 MONTHLY BUDGET
tracker
month :
Income & Savings
INCOME AMOUNT SAVINGS AMOUNT

TOTAL INCOME TOTAL SAVINGS

Expenses
HOME AMOUNT TRANSPORTATION AMOUNT

UTILITIES AMOUNT HEALTH/MEDICAL AMOUNT

FOOD

PERSONAL AMOUNT PERSONAL AMOUNT

DEBTS AMOUNT CHARITY AMOUNT

TOTAL EXPENSES

Income Expenses + Savings Balance

- =
SAVOR + SAVVY
 DEBT PAYOFF
worksheet
Account holder: Creditor:

Starting balance: Credit type:

Credit limit: Minimum payment:

User/pw: Interest rate:

Account #: Target payoff date:

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

ending balance :

Account holder: Creditor:

Starting balance: Credit type:

Credit limit: Minimum payment:

User/pw: Interest rate:

Account #: Target payoff date:

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

ending balance :
“BEWARE OF LITTLE EXPENSES, A SMALL LEAK WILL SINK A GREAT SHIP.” Benjamin Franklin

SAVOR + SAVVY
 MONTHLY BILL
worksheet
month :

DATE DESCRIPTION AMOUNT J F M A M J J A S O N D

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“I BELIEVE THAT THROUGH KNOWLEDGE AND DISCIPLINE, FINANCIAL PEACE IS POSSIBLE FOR ALL OF US.”

Dave Ramsey
SAVOR + SAVVY
 YEARLY FINANCE
goals
Year of :
GOAL: TOTAL COST:

Action steps Milestones




DATE COMPLETED:

GOAL: TOTAL COST:

Action steps Milestones




DATE COMPLETED:

GOAL: TOTAL COST:

Action steps Milestones




DATE COMPLETED:

“THE LONGER I GO ON, THE MORE I AM AWARE OF THE POWER OF FINANCE.” Justin Welby

SAVOR + SAVVY
 MONTHLY FINANCE
goals
month :
GOALS FOR THIS MONTH

#1.
#2.
#3.

ACTION STEPS

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notes:

“WATCH YOUR FINANCES LIKE A HAWK.” H. Jackson Brown, Jr.

SAVOR + SAVVY
 EXPENSE
tracker
month :

DESCRIPTION CATEGORY DATE AMOUNT

“WE TEACH ABOUT HOW TO DRIVE IN SCHOOL, BUT NOT HOW TO MANAGE FINANCES.”

Andy Williams
SAVOR + SAVVY
 DAILY SPENDING
log
date:

DESCRIPTION CATEGORY AMOUNT

total expenses :

“THE ONLY WAY YOU WILL EVER PERMANENTLY TAKE CONTROL OF YOUR FINANCIAL LIFE IS TO DIG DEEP

Suze Orman
AND FIX THE ROOT PROBLEM."

SAVOR + SAVVY
 YEARLY INCOME
tracker
Year of :
JANUARY FEBRUARY MARCH APRIL
Date Description Amount Date Description Amount Date Description Amount Date Description Amount

Total: Total: Total: Total:

MAY JUNE JULY AUGUST

Date Description Amount Date Description Amount Date Description Amount Date Description Amount

Total: Total: Total: Total:

SEPTEMBER OCTOBER NOVEMBER DECEMBER

Date Description Amount Date Description Amount Date Description Amount Date Description Amount

Total: Total: Total: Total:

SAVOR + SAVVY