*** Now in Print! Check out MONEY GAMES the book! ***

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

Leave a comment

Please note, comments must be approved before they are published

Reviews

Let customers speak for us

3818 reviews
98%
(3737)
2%
(67)
0%
(6)
0%
(5)
0%
(3)
Great resource to make finance visual and fun

I purchased and downloaded many of the money/debt tracking charts. I like that you can color them how you want or purchased color print versions. When I look at our finance board in our room it looks less daunting and more achievable just from these charts. Thank you for these wonderful resources to help us little people stay on track and keep our money strait!

6 Month Emergency Fund Tracking Chart

D
Visa Tracking Chart
Dana Anderson
Visa Debt

Super cute and specific to my goal to pay off my visa card

really great

I work in the finance industry - helping people who are struggling to pay their bills- these really help in breaking down the payments and giving people the visual sense of accomplishment

S
Debt Freedom Starter Pack
Sharon Windvogel
Debt Free Starter

I want to say thank you Heidi for these amazing charts. I love them and use it for everything. I have forms on my bathroom wall where i can see my progress. I currently have the Christmas chart and I'm saving for Christmas. I am almost halfway from my desired goal. Our currency in South Africa is in Rands and my current savings is R10 000. I have my daily challenges in order to save small amounts of money and it really adds up. Even saving R5 a day makes a huge difference . Coloring in those charts are fhe fun part because you can see the progress. Saving for a car as well. Have been driving my one for almost 14 years but I want to buy a car cash. Thank you for giving me the ability to do that. Then I have the 2 that I'm paying of debt. Progressing very well. I have shared these charts with my sister and friends and are super excited. Wish I could sent a photo of my charts. I'm super excited. Thank you Heidi. You have taken me to a place where I will be debt free one day. You have given me the tools to do that and I am ever grateful to you. May you be blessed in abundance for what you are doing for us..you are awesome