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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!

$29.00 USD
$59.00 USD $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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    Customer Reviews

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    from 139 reviews
    Very Thorough!

    I bought the 2025 Spending Planner and it has everything. I still need to watch the video and finish entering everything. I am excited.

    MatildaB
    2025 Spending Planner
    2025 Spending Planner
    2025 Spending Planner

    I am unable to highlight the cells, and therefore change the values to my data.

    Toricat43
    2025 Spending Planner
    2025 Spending Planner

    Modern Frugal Living eBook

    Michelle Michelle
    Modern Frugal Living eBook
    Modern Frugal Living eBook
    Amazing!

    This guide helped me put a real plan on paper before launching into a 30 day no-spend challenge. Being able to reference my own written goals and guidelines throughout the month was incredibly helpful, and this guide is JAM PACKED with helpful tips on how to put the brakes on unnecessary spending. Even if you're not planning on doing a full 30 day no-spend challenge, you'll find tons of money saving ideas and resources to help you take control of your finances.

    Donna
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    Great podcast

    I love this podcast! They help me stay focused on my Financial goals!

    Cariw Batey
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    No spend challenge with values based spending

    I am excited to do a 30 day no spend challenge for the month of March. The guide has great questions to help prepare myself to be successful. I love the declutter calendar as an added bonus!

    Jessica Ward
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    Great

    Very good information. Helpful. Great ideas. Thankyou

    Sarah Palm
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    Great resource packed with strategies and goals

    This tool has excellent strategies, ideas, and goals for planning your no-spend challenge! I enjoy reading it and will implement some of these in the future.

    Ben Y.
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    I like it!!!

    I haven't quite decided when I'm doing my no spend challenge but I know this guide is thorough and will keep me on track when I do!

    Trish
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    Modern frugal living

    Have just glanced at the book, but it seems like it has a lot of good information

    Katherine
    Modern Frugal Living eBook
    Modern Frugal Living eBook
    Awesome Overview

    This little ebook gives an awesome overview of of frugal living and mindful money practices! I love it!!

    Stephanie Retrum
    Modern Frugal Living eBook
    Modern Frugal Living eBook

    Great tool for a no spend month! Thanks ladies

    shannon peitersen
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    No Spend Challenge

    Inspirational reading!

    David Zawacki
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}

    30-Day No-Spend Challenge {35+ Page Digital Download}

    Cristni Tucker
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    Loving the No Spend Challenge!

    I am a big fan of the Frugal Friends podcast and decided to start the No Spend Challenge. Because Jen and Jill are so knowledgeable and invested in it (no pun intended) I trusted that they could make even a No Spend Challenge fun! I was a couple days late downloading it but my husband and I jumped right in. Simply starting with meal planning based on what we have has been great and we’ve followed it and feasted! Who knew!
    We’re excited to see what the rest of the month brings.
    Thanks so much!
    Angela

    Angela Hochman
    30-Day No-Spend Challenge {35+ Page Digital Download}
    30-Day No-Spend Challenge {35+ Page Digital Download}
    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!
    $59.00
    $29.00/ea
    		 $0.00
    $59.00
    $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