Tips & tricks
Creating a budget doesn’t have to be boring – and no, you don’t have to spend hours in Excel. We’ve created smart financial templates that make it easier (and more fun!) to keep track of your money.

Take full control of your finances – hassle-free!

Creating a budget doesn’t have to be boring – and no, you don’t have to spend hours in Excel. We’ve created smart financial templates that make it easier (and more fun!) to keep track of your money.

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Try our free budget templates and get a glimpse of the themed pages you can add to your Personal Planner or organizer.

Themed Pages in Your Personal Planner


Give your planner a personal touch with our themed pages! Whether you want to track your habits, plan trips, or create fun lists, we’ve got something for you. Choose from templates like workout logs, financial pages, weekly menus, or other themed pages that fit your lifestyle. Perfect for making your planner even more personalized and inspiring! You’ll find all our themed pages in the tool where you design your Personal Planner. If you’re only looking for themed pages, you can create your own notebook instead.

Create your planner here and take control of your finances!


How Do You Create a Budget Template?


Creating a budget is all about getting a clear picture of your income and expenses. Sure, Excel is an option – but let’s be honest, how fun is it to deal with formulas? With our ready-made financial templates, you don’t need to start from scratch. Download our themed pages for easy financial planning in 2025:



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Yearly Overview


The perfect template to track your finances month by month and find out where your money goes.

Download "Yearly Overview" here


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My Expense Tracker


Easily log all your expenses and income each month. Perfect for keeping everything under control!

Download "My Expense Tracker" here


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My Budget


Plan your budget by category – housing, groceries, entertainment – and sum it up at the end of the month to see how well you stuck to the plan.

Download "My budget" here



Create an calendar with financial pages here!


What’s a Reasonable Monthly Budget?


There’s no one-size-fits-all answer, but a general rule is that expenses shouldn’t exceed 50–60% of your income. The rest should be split between savings and fun. Using our "My Budget" template, you can quickly see if your planned budget matches reality. Maybe it’s time to cut back in one area to prioritize another? Our themed pages help you visualize this easily.

How Much Money Should You Save Each Month?


A good rule of thumb is to save at least 10% of your income every month. But how do you make that work in practice? With the Yearly Overview, you can spot patterns in your finances and start building a safety net for unexpected expenses. Forget Excel – choose a planner instead! With our smart financial pages, saving and planning become much more enjoyable.

Create a planner with financial pages here!


What’s the Best Budgeting App?


Budgeting apps can be helpful, but many people find that digital tools increase screen time and distractions. A paper planner with budget templates gives you focus and peace of mind – without notifications constantly vying for your attention. Combine our financial pages with your Personal Planner and enjoy the benefits of pen and paper. Simple, stylish, and completely screen-free.

How Do You Make a Budget Template in Excel (and Why You Don’t Need To)?


Sure, you can create a budget template in Excel with rows, columns, and formulas. But why complicate things when you can use our ready-made templates instead? Or add them as themed pages when designing your Personal Planner. Our financial templates are ready to use, perfect for tracking everything from daily expenses to yearly overviews, and designed to make budgeting simple and clear.

Download our free financial templates here


My Expense Tracker for monthly control
My Budget 1 for an overall budget plan
Yearly Overview for the big picture

How Do You Create Your Own Template?


If you want to create a template from scratch, start by listing your expense categories: housing, food, entertainment, savings, and so on. Then create a table to track planned and actual expenses. Or make it easy on yourself by using our templates: My Expense Tracker for monthly control, My Budget 1 for an overall budget plan, or Yearly Overview for the big picture.

Conclusion


Say goodbye to complicated Excel sheets and boring budget apps – try our financial templates and see how simple and fun budgeting can actually be. Download them for free or create a Personal Planner with financial pages to stay in full control in 2025.

Create your planner here and take charge of your finances!


Our blog: Tips & Tricks

Yearly Review - Reflection Worksheet

With 2024 drawing to a close and 2025 fast approaching, what better time to reflect over this past year? Download our two printable reflection worksheets here!

Take full control of your finances – hassle-free!

Creating a budget doesn’t have to be boring – and no, you don’t have to spend hours in Excel. We’ve created smart financial templates that make it easier (and more fun!) to keep track of your money.

Guide to All Our Themed Pages

There’s over 70 themed pages you can pick & choose from, to add to your planner or Mixbook. Explore all the different categories and discover a few new faves in this walk-through!

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