Why You Can't Afford to Skip Yearly Money Tracking

Are you guilty of neglecting your finances throughout the year? Many individuals find themselves avoiding the task of tracking their money, only to face consequences later on. Here's why you can't afford to skip yearly money tracking.

1. Identify Spending Patterns

By tracking your finances annually, you can identify your spending patterns and habits. This insight allows you to make necessary adjustments to your budget and financial goals.

2. Monitor Financial Health

Regularly tracking your money helps you monitor your financial health. You can assess your savings, investments, and debts to ensure you are on the right track towards your financial objectives.

3. Prevent Overspending

Without proper tracking, it's easy to overspend and lose track of where your money is going. Yearly money tracking helps you stay accountable and avoid unnecessary expenses.

4. Plan for the Future

Tracking your finances annually allows you to plan for the future. Whether it's saving for retirement, a major purchase, or an emergency fund, having a clear picture of your financial situation is crucial for effective planning.

5. Achieve Financial Goals

Setting financial goals is important, but tracking your money annually is what helps you achieve them. By monitoring your progress and making adjustments as needed, you can stay on course towards reaching your financial milestones.

Don't underestimate the power of tracking your finances annually. It's a simple yet effective way to take control of your money and secure your financial future.

 

Which is why:

I created this planner! Yearly Money Goals!

3 version design of yearly monthly money finance tracker goal

 On the first column, you will have all the months, and the second column, you'll write down the money you want to achieve, desire, your money goal!

 On the third column, even though I wanna label it as revenue or profit, but it's very to confuse whether it has been deducted from the expense or not. So I label it clearly is profit plus expense.

So the next column, of course, after all the expense, (and maybe investment), will be how much you have left! or profit!

 At the bottom of the page, you'll see boxes for calculating the total of all these three column!

✨ Good point here?

You don't need the any fancy calculation or graphic for your finance!

With this planner, I only intent to design for people who keep forgetting keep track with money but still want to!

1) So at the beginning of the year or month, you will write down the amount of money you want to achieve/manifest/desire. 

2) And leave it to the end of the month, we can come back to this planner, and write down the money you have earned, spent, and profit!

Minimalist of yearly monthly money finance tracker goal

 Version 1: Minimalistic, Printer-Friendly Design with only black and white color.

gradient version of yearly monthly money finance tracker goal

Version 2: Gradient Inside the Box!

- This might be a bit picky when comes to different pens and ink due to the color gradient might make the word hard to stand out, but if you are someone who doesn't mind and enjoy this colorful creative gradient planners while doing boring financial tracker. So why not?😉

Gradient outer of yearly monthly money finance tracker goal

Back to blog

Leave a comment

Please note, comments need to be approved before they are published.