Well, friends… I’ve been teasing and talking about it for a couple weeks – but today, the Mindful Budgeting 2017 Planner is finally available! After years of looking for a daily planner that combined life + money and never finding it, I decided to create it myself. I first launched it last year, and considered the 2016 version of the planner to be somewhat of an experiment, in that I had no idea if anyone else was also looking for something similar. As it turns out, you were – and now I know I’m not the only person who can’t imagine life without it.
I don’t think I need to repeat all the ways tracking my spending and learning how to budget has helped me over the past five years. Instead, I’ll share some of the things the planner helped other people do in 2016: they paid off one credit card; all credit cards; car loans; the line of credit they regretted opening; and the consolidation loan they needed but were happy to kiss goodbye. The planner helped people through major life events and job transitions, including going from full-time work down to part-time so they could do more of what they love. And it inspired them to double their payments, do shopping bans, and even sell some of their belongings and assets to tackle other financial goals.
Between both the print version and the planner, more than 1,100 people are now using the Mindful Budgeting Program. And I think everyone who has used it, so far, knows there is no one-size-fits-all solution for budgeting. To achieve our financial goals, we simply need to make more mindful decisions – and that’s exactly what the planner does. Mindful Budgeting is a daily planner designed to help you track your spending, and make sure your monthly budgets align with your goals and values. If you’re looking for a tool to help you (or a friend or loved one) stop making impulse purchases, start making mindful decisions and move you in the direction you want your financial life to be going, this is it.
The Mindful Budgeting 2017 Planner
Even though this might look like an ordinary day planner, I consider Mindful Budgeting to be somewhat of a course, in that I’ve laid it out hoping you will use it a certain way. There is something for you to do every day, week, month and quarter, all of which I outline at the beginning of the planner.
Every day, there is designated space for you to track your spending as well as your to-dos. At the end of every week, there are also three questions for you to answer that will help you reflect on your spending and plan for the week ahead.
At the beginning of every month, you will write a budget – then later update it, based on the spending you track throughout the month. There is also space for you to reflect on your spending, your habits and any changes you’ve noticed in yourself.
Finally, every quarter, you will complete a four-step exercise that helps you figure out what your current goals and values are, so you can make sure your monthly budgets align with them; this is one of my favourite parts of the planner.
By using the Mindful Budgeting 2017 Planner, my hope is you will achieve your goals and finish 2017 with a better understanding of your personal finances. If nothing else, I hope the planner helps you realize what matters most to you, so you can make sure your spending and saving aligns with that.
Full List of Features
- Daily spending sheets, where you can track both your spending and your to-do list items
- Monthly calendars (with Canada/USA holidays)
- Monthly budget templates
- Space to do weekly check-ins and monthly reflections
- Quarterly exercises to map out your goals and make sure your budget aligns with them
- Spreadsheets to track both your debt repayment and savings progress
- *NEW* Spreadsheet to track the difference between your income vs. expenses
- Twelve motivational quotes to inspire you
- Instructions on how to use the planner daily, weekly, monthly and quarterly, and
- The link to a closed Facebook group for people who are using the program.
Two Covers, One Planner
This year, I decided to have some fun and create not one but two different cover designs for the Mindful Budgeting 2017 Planner. Rest assured, what’s inside both options is identical, so you’re not missing anything by ordering one over the other. Just pick the one that suites you best!
Cost and Shipping Information
The Mindful Budgeting 2017 Planner is no longer available. You can purchase the latest version of the Mindful Budgeting Planner here.
Fundraising for the Indigo Love of Reading Foundation
In sticking with tradition, I am donating 5% of all profits from the planners to charity again – and this year, I’ll be donating it to one of my favourites: the Indigo Love of Reading Foundation. Since I was a kid, I have always had my nose stuck in a book. I wouldn’t be the person I am today if I hadn’t learned to read at such a young age, and continued to read and learn from books my whole life. I’ve also been fortunate enough to never have trouble getting access to any of the books I want to read, but that’s certainly not true for all kids. The Indigo Love of Reading Foundation puts books in the libraries of schools in high-needs communities across Canada (including Victoria and Port Moody, where I have lived). I have supported this cause for years and am excited to be able to do so in a bigger way.
Happy budgeting, friends! And here’s to another year of mindful decisions!