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Frugal Friends Podcast

Annual Finance Planner - Your All-in-One Life & Money Organization System!

Annual Finance Planner - Your All-in-One Life & Money Organization System!

Regular price $29.00 USD
Regular price $59.00 USD Sale price $29.00 USD
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🔍 Tired of juggling sticky notes, apps, and half-filled planners?

The Annual Finance Planner was built for you! Whether you’re tracking home maintenance, planning your next big trip with points, or trying to remember when your tires were last rotated, this spreadsheet keeps it all in one place — clear, simple, and stress-free.

💡 What’s Inside:

📁 12 Powerful Tabs to Streamline Your Year

Secondhand Strategy List – Save money by planning purchases you’ll buy pre-loved

🛡️ Insurance Benefits Tracker – Don’t leave money on the table from unused perks

🥳 Annual Fun Plan – Intentionally make space (and budget) for joy

👨👩👧 Family Fun Plan – Map out memory-making moments all year long

🩺 Included Well-Checks Tracker – Use every dollar of your health insurance

💰 Replacement Savings Tracker – Stay ahead of “oh no” expenses like tires & tech

🏡 Home Maintenance Planner – Avoid costly repairs with routine reminders

✈️ Travel Rewards Credit Card Tracker – Maximize perks, avoid fees, earn smart

📜 Estate Planning Tracker – Organize docs, beneficiaries & conversations

🚗 Auto Maintenance Log – Know when it’s time for service (and save on repairs)

🛍️ Local & Sustainable Businesses Inventory – Spend intentionally, shop with values

🔐 Password Tracker – A secure place to keep your login info backed up

📹 Step-by-Step Instruction Video – So you’re never lost or overwhelmed

🎁 Bonus Included:

The “Reset Your Spending” Workbook (40+ Pages)

A beautifully designed, printable, and fillable guide to:

  • Rethink spending habits
  • Cut financial clutter
  • Set aligned money goals
  • Audit subscriptions, impulse spending & more

👤 Who This Is Perfect For:

  • Frugal & value-driven households who want to track the whole picture, not just expenses
  • Busy parents balancing family, fun, and finances
  • DIY-minded homeowners who want a system for long-term planning
  • Health-conscious planners who want to maximize their insurance and care
  • Eco-conscious spenders who prefer secondhand and sustainable shopping
  • Anyone craving financial clarity and life organization in one beautiful tool

✅ Why You'll Love It:

  • Works in Excel AND Google Sheets
  • Fully mobile-optimized – use it on the go
  • Instant digital access — start today
  • Clean, uncluttered layout – designed to feel calm, not chaotic
  • No monthly fees — one-time purchase, lifetime use

🛒 Ready to Reset Your Year?

Get The Annual Finance Planner + Bonus Reset Workbook today for just $29 (one-time!)

Because peace of mind isn’t just about what’s in your bank account — it’s how your life is organized around it.

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    Product Product subtotal Quantity Price Product subtotal
    Annual Finance Planner - Your All-in-One Life & Money Organization System!
    Annual Finance Planner - Your All-in-One Life & Money Organization System!
    Regular price
    $59.00
    Sale price
    $29.00/ea
    $0.00
    Regular price
    $59.00
    Sale price
    $29.00/ea
    $0.00

    FAQ

    How do I access the product?

    All products are digital. Nothing will be mailed. Delivery occurs through the e-mail address given during checkout. After completing your purchase, you'll receive an e-mail containing all your files.

    What Devices are compatible?

    All products are compatible with all Apple, Android, and Windows devices. All Spreadsheets include both a Google Sheets version and Microsoft Excel version, use the appropriate version based on the app you prefer.

    What do I need to use the product?

    To use The Spending Planner, you will need a free Google account (if you don't have one, you can sign up for free at this link:
    https://accounts.google.com/SignUp).
    Alternatively, if you prefer to use the Excel-compatible version, you will need an active subscription to Microsoft Office.

    How tech-savvy do I need to be to use this?

    Don't worry! We've done all the hard work for you! You don't have to be tech-savvy to start using our spreadsheets, but it's important to know how to use your device (phone, computer, or tablet). We've got a 30-minute video tutorial that explains step-by-step how to get started, improve, and manage your spending!

    Does it synchronize across devices?

    Yes! Our spreadsheets will be synchronized across all your devices as long as you log in with the same Google or Microsoft account on each of them.

    Do I need to purchase anything else to use it?

    Nope! You don't need to purchase any additional services to use our spreadsheets. All you need is a free Google account!

    Is the spreadsheet dated?

    The Spending Planner is not dated, it is divided into months, which means you can start it and use it for any desired year.

    After a full year you can make a copy of your Spending Planner to start the next year. The best part about this method is that every month you have a pre-made templated spending plan! You'll never forget another annual payment again.

    Will I have to do any calculations?

    Absolutely not, The Spending Planner has been designed so that you don't have to perform long and complex mathematical calculations to manage your finances. It will handle them automatically and provide you with instant reports. Y