Financial Summary

Financial Summary

Money… now there’s a subject that truly gets everyone’s attention. It’s also something in all of our lives that I think we struggle with just a little. The on-going battle between what we want, what we need, and what we can afford…seems to be a circus wheel that we ride for life. (at least most of us). 

I have always had what I needed, but not always what I’ve wanted. I’m not rich or poor…I’m somewhere in between. Not being rich has taught me a thing or two about money matters, I can tell you where every penny goes and I am really “tight” with it.

I have learned that if you don’t have a good handle on your finances…it’s really difficult to have a good handle on anything else in your life. I live on a budget as I think most of do, (have to). For me, writing it down on paper so that I can actually see what I’ve got coming in…and what needs to be going out, works best. It’s my Financial  Road Map, and of course I use budgeting printables to help me stay on track.

I have just updated all of my budget printables, and I’ve got alot of them to post. Today I’m sharing my new “Annual Report”.  This is a really great printable if you have taken the time during the year to keep accurate records. While doing a review of your finances, you might spot some areas that could use a little improvement and on this printable I have added some space for those things. 

If you have missed my other printables in this Updated Budget Series that I have already posted, you can see them all 
» Here.

They come in 11 different colors,( I like color, & I like to switch up every now and then). They are Letter sized Printables (8.5 X 11), and the margins are 0.5″ on both sides for easy duplex printing, hole punching and binding.

If you love planners, these will…

Fits Big MAMBI Happy Planner, Letter Sized Circa, Arc Systems,
Martha Stewart Discbound, etc.

Simply print the pages out as many times as you need them, add them to your Letter size binder.

Please see  Printing Tips


Click on the image to download the PDF

Dark Blue

If you would like all 11 colors, you can download the Zip File » Here
Visit My Pinterest page for more » Free Budget Printables

Thank You so much for stopping by!

2 thoughts on “Financial Summary”

  • Hello hope all is well. In the past I enjoyed your 5 weeks paycheck expense tracker and was wondering if it was still available.

    • Hi There,

      Hope all is well with you also. I got your request and I no longer have those on the site (I am getting ready to re-do these and will send you a new version)…but I do still have them.

      I hope these are the ones you are talking about. I sent them in PDF for you.

      Thanks so much for reaching out and so very happy to assist you with this.

      With kind regards,

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