About the Book
This planner has the following sections:
Yearly Financial Goals: Set Monthly Goals and Objectives
Account Tracker: Financial Institution, Account #, Name on Account, Account Type, Card Number, Routing/Transit #, Other and Notes
Auto Repair Tracker: Car Make, Car Model, Year, Vin #, Date, Repair and Cost
Home Repair Tracker: Year, Date, Repair and Cost
Daily Expense Tracker: Date, Description, Category, Cost, Need and Want
Debt Repayment Plan: Account, Priority #, Company, Credit Type/Limit, Goal Payoff Date, Website URL, Username, Password, Starting Balance, Interest Accrued, Due Date, Payment Date, Payment Amount and Current Balance
Balance Sheet: Date, Credit Score, Net Worth, Financials, Liabilities, Assets, Investments, Cash, Amounts, Subtotal, Loans, Debts, Real Estate, Mortgage and Other
Monthly Budget: Monthly Income, Budgeted, Actual Cost, Difference, Household Utilities/Expenses, Debt/Payments, Personal/Other, Subtotal and % of Income
Monthly Expense Tracker: Groceries, Home, Personal, Activities, Recreation, Misc, Month, Date, Item and Amount
Income Tracker Monthly: Source, Amount, Date Checklist
Monthly Bills: Month, Company, Account #, Phone #, Website URL, Bill Due Date, Online Account Information, Username, Password and Bill Total
Daily Life Planner: Primary Goals, Morning, Afternoon, Even
