Presale: Budgeting and Expenses

Presale: Budgeting and Expenses

Presale: Budgeting and Expenses

$22.00
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Shipping mid- to late-April!

Plan, track, and see your finances using your chore chart and calendar, so nothing lives in your head and budgeting feels doable instead of scary.

This set also includes digital downloads:

  • how to take these sticker sheets step by step so they don't scare you,
  • how to have a productive budget meeting,
  • a checklist of non-monthly expenses that might pop up, so you don't have to try to think of them all 

What this helps you do:  

  • Remove the anxiety and stress from understanding your financial situation
  • Share the mental load of money planning with a partner, if you have one 
  • Hold a short, realistic monthly budget check-in with our free download (about 20 minutes)
  • See what’s coming up, what’s handled, and what still needs attention — at a glance
  • See income and recurring expenses directly on your calendar  

This isn’t about creating a perfect budget, holding someone accountable, or cutting out everything that creates joy in your life. It’s about creating a peaceful system that actually gets used.

Pre-Meeting Work: Categorize Transactions, Categories (Mostly) Accurate, Last Month's Non-Monthly Expenses, Confirm Next Month's Pay Days/Due Dates

Budget Meeting: BUDGET MEETING (for monthly calendar), Flag Upcoming Non-Monthly Expenses, Decide Top Priorities, Confirm Category Targets, Review and Confirm Autopays, Decide Fun Money Levels, Name the Tradeoff: "More __ Means less ___ this month.", Put Expenses and Paydays on Calendar

Monthly Financial Hygiene: 10 min Budget Check-in (x4), Decide what NOT to Optimize, Check Card Balances (High Level), Adjust Upcoming Payment Amounts, Identify Categories to Watch

Quarterly Financial Hygiene: Check Savings Goal, Review Subscriptions, Check Sinking Fund Goals, Refill Sinking Funds

Annual Financial Hygiene: ANNUAL Budget Meeting, Identify What Life Changes Occurred This Year, Adjust Seasonal Expectations, Adjust Category Baselines, Add or Remove Sinking Funds, Check Debt Progress, Check Savings Progress, Identify Next Year's Goal, Decide What NOT to Optimize, Gather Tax Docs, File Taxes, Track Tax Refund or Bill

Income and Expenses: Pay Day (x4), Extra Income (x2), Water Bill Due, Electric Bill Due, Gas Bill Due, Trash Bill Due, Mortgage/Rent Due, Credit Card Due (x4), Loan Due (x2), Auto Insurance Bill Due, Internet Bill Due, Phone Bill Due, Health Insurance Premium Due, Home Insurance Due, Childcare Payment Due, Medical Bill Due, Student Loan Due (x2) , Car Loan Due (x2), Child Support, HOA Dues, Pay Cleaners, Pay Yard Service, Pay Pool Service, Taxes Due, Blank (x5)

Blank Circle Stickers (x4)
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