











Simplify Well-Being Financial Project (Digital PDF File): 10 Printable Pages
Simplify Well-Being Financial Project (Digital PDF File): 10 Printable Pages
Digital Downloads, Simple and Easy to Use, and Reuseable
Ideally for pre-teen, teenagers, and young adults
1. SET FINANCIAL GOALS: SHORT-TERM GOAL (1 YEAR)
2. SET FINANCIAL GOALS: MID TO LONG TERM GOALS (5-10 YEARS)
(Personal and/or Business)
3. CREATING A MONTHLY BUDGET
4. TRACK EXPENSES
5. DEBTS (PAY OFF HIGH-INTEREST DEBTS)
6. BANK AND/OR CASH SAVINGS (FOR EMERGENCY, VACATIONS, GIFTS,
INVESTMENTS, ETC.)
7. WEEKLY SPEND TRACKER LOG
*Three Extra Pages:
List of Expense in Categories
Basic Financial Literacy
Calendar Template
Printable on 8.5" x 11" standard letter size, make necessary copies to reuse, hole punch, and place in a binder for best results.
Choose " Scale to Fit" and make sure it's at 100% to get the true sizing.
All rights reserved. Unless otherwise indicated, no part of this product may be reproduced or sold without express written permission from the creator. By purchasing this product, you understand this is a digital download purchase and these files are for personal use only.
*If you cannot download or open the files, please contact me at: info@yohellothere.com
www.yohellothere.com and follow me on Instagram @yohellothere
If you make any purchases on, please kindly provide me a review with any feedback. This will ensure how I can improve and to add more value to you.
Thanks,
Tam
Simplify Well-Being Financial Project (Digital PDF File): 10 Printable Pages
Digital Downloads, Simple and Easy to Use, and Reuseable
Ideally for pre-teen, teenagers, and young adults
1. SET FINANCIAL GOALS: SHORT-TERM GOAL (1 YEAR)
2. SET FINANCIAL GOALS: MID TO LONG TERM GOALS (5-10 YEARS)
(Personal and/or Business)
3. CREATING A MONTHLY BUDGET
4. TRACK EXPENSES
5. DEBTS (PAY OFF HIGH-INTEREST DEBTS)
6. BANK AND/OR CASH SAVINGS (FOR EMERGENCY, VACATIONS, GIFTS,
INVESTMENTS, ETC.)
7. WEEKLY SPEND TRACKER LOG
*Three Extra Pages:
List of Expense in Categories
Basic Financial Literacy
Calendar Template
Printable on 8.5" x 11" standard letter size, make necessary copies to reuse, hole punch, and place in a binder for best results.
Choose " Scale to Fit" and make sure it's at 100% to get the true sizing.
All rights reserved. Unless otherwise indicated, no part of this product may be reproduced or sold without express written permission from the creator. By purchasing this product, you understand this is a digital download purchase and these files are for personal use only.
*If you cannot download or open the files, please contact me at: info@yohellothere.com
www.yohellothere.com and follow me on Instagram @yohellothere
If you make any purchases on, please kindly provide me a review with any feedback. This will ensure how I can improve and to add more value to you.
Thanks,
Tam