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Financial Big Picture - Free Printable Worksheet

I'm sharing with you the financial Big Picture Overview from my Big Finance Pack FREE!

You can find the rest of the pack HERE.

Big Picture Overview

I love seeing all my progress on a single page.

This Big Picture Overview page has spaces for tracking 12 months worth of progress in six different areas of your finances. Such a great page to keep at the front of your budget binder.

Click here to download

Debt Free Charts Big Finance Pack Big Picture Overview Budget Printable Planner Binder

How to Use the Big Picture Overview

Write in the current Year in the box at the top. You can start this at any point in the year, it just takes looking back at the past months to fill in the data.

Starting Debt: Your TOTAL debt on January 1. You can include the mortgage in this if you want to, or it could be all debt except the mortgage, it's up to you

Debt Payoff Goal: The amount you plan to pay off over the year.

Ending Debt: Fill this number in at the end of the year with your NEW TOTAL. Just below this line you can write in the difference between the Starting Debt and the Ending Debt.

Giving Goal: The amount you plan to tithe or give to your favorite charities or causes.

Giving Total: Fill this in at the end of the year with the total amount you actually gave.

Starting Savings: The TOTAL amount you have in savings on January 1. This can be just your savings accounts, or can include retirement if you like.

Savings Goal: The amount you plan to increase your total savings by over the year.

Ending Savings: Fill this number in at the end of the year with your NEW TOTAL. Just below this line you can write in the difference between the Starting Savings and the Ending Savings.

Starting Net Worth: Your Net Worth is what you OWN (current value of assets, savings) minus what you OWE (all debt). 

Ending Net Worth: Calculate and update at the end of the year.

Starting Monthly Income: Your monthly income at the start of the year.

Monthly Income Goal: The monthly income you'd like to reach by the end of the year.

Ending Monthly Income: Your monthly income at the end of the year.

 

Each month fill in the columns.

Income: How much money came into your life for the month? This is probably more than just your paychecks. Use the Income Sources page from the Big Finance Pack to get an accurate number.

Expenses: How much money did you spend?

Debt Paid: The amount of money you sent to pay off debt (including interest)

Savings: The amount you put into savings for a future need.

Savings Rate: Savings amount divided by Income amount. 

Giving: The amount of money you tithed or gave to charity or causes.

At the end of the year add up each column (for the Savings Rate column calculate the yearly rate from the other totals), and copy the appropriate totals to the top section.

Adding this page to your monthly budgeting binder is a great way to increase your awareness regarding where you are and where you want to go.

 

This is just one page from the Big Finance Pack, which is chock-full of useful and fun pages to help you get your entire money life on track.

You can find the rest of the pack HERE.

Financial Big Picture progress log

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Debtris
she duck
Love it

Working through debt with your teen has never been more fun! Thank you.

Debt Free Charts

Love them! So good to see my progress when the leaves are coloured in!

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Debtris
Nicole
Love that this one has 200 spaces

I really like that this one has 200 spaces. I have had a Dave Ramsey chart hanging on my refrigerator for 7 years but you don't get to update the mortgage payoff very often. I downloaded this one because every house payment is one block right now. It helps to make progress you can see EVERY SINGLE MONTH. Thank you for this incentive!

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Stupid Tax
Aimee
Awesome chart

I was very sad to use this chart because my tax really is stupid, but I love that I can track my progress so easily. It makes me feel good to know that I'm getting rid of the stupid tax!

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Debt Free Chart
Darlene Tremblay
Love the charts

Printed out a few and couldn’t wait to start using them.
They were designed very well.
Thank you for creating them.