Happy Toolbox Tuesday, friends! This month’s download is Part 9 – Budget and Finances; and it is the next installment to The Family HUB system! While many of these budget and finance printables are similar to my Printable Budget Binder, I’ve made a few noteworthy additions, as well as re-designed the pages to match the style and color-coding of the rest of the Family HUB. The result is a collection of 27 pages that will not only help you track financial information (including savings, credit, and investment accounts) but also manage expenses, bills, insurance details and more. Let me show this latest kit to you!
What Is The Family HUB?
Back in January, I introduced my latest comprehensive printable system: The Family HUB – the ultimate, customizable home management system that can help you track every detail of your life and home. This printable kit (which by year’s end will include worksheets and trackers for pretty much every area of your life) was born out of your requests for a pretty, simple and complete home management binder. To date, the first half of The Family HUB has been released and is available for immediate download. Today’s addition, which features budget and finance printables, is the 9th section to be added to your Family HUB!
Part 9 | Budget & Finances
The light pink section of The Family HUB is dedicated to your budget and finances. These 27 pages include various worksheets for tracking account and insurance information, paying bills and credit cards, as well as expense, savings, donation, and investment worksheets. All pages feature editable text boxes and are available in pink, as well as black and white.
Although these pages are designed to be a comprehensive collection to help you manage your finances as a whole, feel free to print off any single pages that you find useful in your own life or home management. Tuck them into your journal, planner, or even up on the fridge!
Here are brief descriptions of every page included in this kit!
FINANCIAL GOALS. This single-page checklist gives you a place to brainstorm, track, and make progress on specific financial goals.
FINANCES AT-AT-GLANCE. This single-page at-a-glance worksheet allows you to log your income, expenses, debt, savings, and other financial information for each month in a single year.
ACCOUNT INFORMATION. This two-page spread gives you a place to record all the important information (e.g., account number, interest rates, login information, etc) for your banking and financial accounts. Print the second page of this spread as many times as you need to accommodate all your accounts.
ACCOUNTS AT-A-GLANCE. This two-page spread gives you a place to log end-of-month balances for all your accounts.
CREDIT CARD INFORMATION. This two-page spread gives you a place to record all information related to your credit cards (e.g., account number, interest rates, payment due dates, etc). Print the second page of this spread as many times as you need to accommodate all your cards.
INSURANCE INFORMATION. This two-page spread helps you keep track of all your insurance policies. Although both the Vehicle section and Health & Wellness section of The Family HUB also include insurance worksheets, you may elect to keep all of your policy information in this one spot. Print the second page of this spread as many times as you need to accommodate all your policies.
MONTHLY BUDGET. This one-page worksheet allows you to easily plan and record your monthly income, spending, savings, and more.
MONTHLY BUDGET REVIEW. At the end of each month, use this monthly review (which coordinates with the Monthly Budget) to check in on your accounts, income, spending, and goals.
EXPENSES AT-A-GLANCE. This one-page worksheet allows you to tally up all your expenses at the end of each month.
WEEKLY EXPENSES. This one-page log is a simple tracker for jotting down a week’s worth of expenses as they occur.
MONTHLY EXPENSES. This one-page log is a simple tracker for jotting down a month’s worth of expenses as they occur.
CHARITABLE CONTRIBUTION LOG. Use this one-page log to keep track of any donations you make throughout the year.
SAVINGS WORKSHEET. If you have something specific you really want to save up for (e.g., a car, a vacation, a Cricut 😉), this worksheet helps you define those goals and track every penny until you can afford it!
SAVINGS TRACKER. This two-page spread allows you to track your monthly contributions and balances to a savings account. Print as many times as you need for various accounts.
52-WEEK SAVINGS CHALLENGE. Do you want to try and save up a certain amount of money in a year? This simple worksheet will help you stay on track!
BILL PAY TRACKER. This single-page tracker gives you snapshot of when monthly bills are due and if they are yet paid.
CREDIT CARD PAYOFF PLAN. If you are trying to pay off a specific credit card, this worksheet helps track every payment until the balance is zero.
CREDIT CARD PAYMENT TRACKER. This one-page worksheet provides a snapshot of your monthly payments to 4 different credit cards. Print as many copies as you need to monitor as many cards as you have.
After releasing my Printable Budget Binder last year, I had several requests for some basic investment trackers. Two different versions are now included in this newest set of pages.
INVESTMENT LOG. This two-page spread is dedicated to a single investment account. It provides spots to log Transaction Type, Description, Quantity, Price, Purchase Amount, Account Value, and Notes.
INVESTMENT PROFILE. This two-page spread is also dedicated to a single investment account, however it features editable column fields so you can adjust it to track exactly what you need it to. Currently populated on the tracker: Share Price, Change in Share Price, Number of Shares Purchased, Cumulative Ownership, Total Purchase, Total Investment, and Current Value.
Part 9 – Budget and Finance Printables (of The Family HUB system) has been uploaded to The Organization Toolbox and is available for download right now!
If you are already a Toolbox member, you can click here to login and download them right away. If you need a Toolbox membership, just click below to get started!
Although many of these budget and finance printables are also featured in the original Printable Budget Binder, I’ve updated many of them to allow for more clear and precise tracking of the various accounts you hold (banking, investment, credit, and insurance). Additionally, this streamlined design provides more space to track the information you need without some of the fussy decorations and details you don’t! I’m so excited for you to get these pages printed off, filled out, and inserted into your Family HUB binder!
NOTE: I had every intention of having Part 10: Health & Wellness ready to download this month as well. Unfortunately, I had quite a few external deadlines amidst homeschooling and general life chaos in the last few months, and I fell behind my proposed schedule. Look for that highly-anticipated kit to hit The Toolbox next month! Thanks for your patience!
The Family HUB
See all the available Family HUB kits in more detail by clicking below!