financial planning
Money can be extraordinarily complicated! It is necessary to have in order to survive in life, but if you plan well and plan ahead, you should be able to spend for immediate needs and save for future uses.
CHECKING ACCOUNT REGISTER – For daily recording of activity in a Checking Account.
new! CHECK RECORD – Don’t lose track of a single check. Keep a numbered list of all the checks you write and assign it a fund for easy reference.
BUDGET PER PAY PERIOD – Work out your expenses per pay period and try to keep them below your income.
SEMI-MONTHLY BILL/EXPENSES SCHEDULE (1st Half) – List everything that must be paid in the First Half of the Month here. Include the Due Date or the Date of Automatic Withdrawal.
SEMI-MONTHLY BILL/EXPENSES SCHEDULE (2nd Half) – List everything that must be paid in the Second Half of the Month here. Include the Due Date or the Date of Automatic Withdrawal.
MONTHLY BILL/EXPENSES SCHEDULE – List everything that must be paid during the Month here. Include the Due Date or the Date of Automatic Withdrawal.
YEARLY EXPENSES WORKSHEET – Use this page for listing all of your family’s funds. Makes for handy reference when planning your finances.
SAVINGS WORKSHEET – Create goals for saving money for different projects and necessities in life.
DEBT WORKSHEET – The first step to attacking your debt is to know exactly what the amount is. Once you know what you are facing, you can begin to properly formulate a plan to eliminate it.
new! CHARITY DONATION LIST – If you’ve ever made a donation to Goodwill and then tried to keep track of it for tax purposes, then ListPlanIt‘s Charity Donation series is going to make your life so much easier! Use this page to list out each item you plan to donate to a charity organization and get the most out of your deduction.
new! CHARITY DONATION RECORD – Keep track of all of your Goodwill or Salvation Army dropoffs on one handy page.
new! CHARITY VALUATION WORKSHEETS (HOUSEHOLD, CLOTHING, MISCELLANEOUS) – These sheets give the value of each commonly donated item. These pages allow you to work out the total value of your donation.
TAX FORM MANAGER (INCOME) – Use this page to inventory and organize important tax documents.
TAX FORM MANAGER (DEDUCTIONS) – Use this page to inventory and organize important tax documents.
AUTO EXPENSES FUND – Put some money aside now for those quarterly oil changes. Be prepared for alternator trouble or getting the brakes replaced.
new! AUTO FUND WORKSHEET – Calculate how much should go into your Auto Expenses Fund by mapping out your auto expenses using this page.
CHILDCARE FUND – Use this page to help you budget for your childcare needs.
CLOTHING FUND – Growing kids need bigger clothes. Mom and Dad need to spruce up every now and then. Career clothes can often cost a pretty penny.
ENTERTAINMENT FUND – Use this page to allot some money for some fun. Saves trouble for two kids of people: 1) those who never do anything fun because they feel there is never anything left, 2) those who would like to gain some control because they seem to consistently overspend in this area.
GIFTS FUND – This is a big one! How much do you spend on your loved ones at birthday time? How much does each child get at Christmas? Where will the money come for the 15 birthday parties you’ll be invited to over the course of this year?
GROCERY FUND – Use this fund to keep track of your targeted and actual grocery expenses for each pay period or each month.
HER FUND – Give her an allowance and solve half of your money arguments.
HIS FUND – Give him an allowance and solve half of your money arguments.
HOLIDAYS FUND – Gifts aren’t the only expense during the holidays. How about the decorations, parties, lavish dinners, etc.
HOME FUND – Tired of unclear spending on your home? Or maybe you feel like you are out of control with buying for the house.
new! HOME FUND WORKSHEET – Calculate how much should go into your Home Fund by mapping out your home expenses using this page.
KID #1 FUND – Driving age approaching? Orthodontics seem inevitable? Start saving now.
KID #2 FUND – Driving age approaching? Orthodontics seem inevitable? Start saving now.
KID #3 FUND – Driving age approaching? Orthodontics seem inevitable? Start saving now.
KID #4 FUND – Driving age approaching? Orthodontics seem inevitable? Start saving now.
KIDS FUN FUND - For little toys throughout the year or for a trampoline in the summertime, give them a childhood full of fun.
MEDICAL FUND – Save back a little every month for copays at the Dr’s office, unexpected trips to the emergency room, Dentist visits, Eye Doctor visits.
PERSONAL CARE FUND – Save back a little every month for treating yourself to a new hair color, family hair cuts, massages.
PROJECT FUND – Want to finish the basement, build a deck, or get new carpet in the house?
RAINY DAY FUND – Save some for those unexpected expenses and necessities that come up.
UTILITIES FUND – Lump your utilities into one fund, including monthly and less frequent utility expenses. Use this page to save up for your seasonal heating/cooling costs.
new! UTILITIES FUND WORKSHEET – Calculate how much should go into your Utilities Expenses Fund by mapping out your utilities expenses using this page.
VACATION FUND – No matter if it is a day trip, weekend away, or a family vacation, be able to pay cash and truly enjoy yourself!
__________ FUND – Have something you want to save for? Create a fund!
BANK / CREDIT CARD INFORMATION – Keep all of your bank or credit card information available and in one spot for handy reference or emergencies.
BILL / EXPENSES QUICK LIST – Keep the information for your standard bills and expenses in one location.
BILL / EXPENSES QUICK LIST (Blank) – Keep the information for your standard bills and expenses in one location.
* When this symbol is used, typing is not allowed.
related resources
