Money printable
Annual Money Review Planner
Use this once-a-year sheet to look across the big money areas without turning it into a complicated spreadsheet.
Printable preview
A fillable sheet you can print or save as PDF
Printable annual money review planner for bills, savings, debt, insurance, vehicle costs, major goals and next-year targets. Fill the parts you know first, then use the number tools listed on this page for any boxes that need a calculation.
Example use
How someone might use this
Start with one real statement, bill or quote. Copy the known amounts into the sheet, mark any guessed figures clearly, then open the matching number tool if one line needs a quick calculation.
Quick start
How to fill this printable
Fill the boxes you can answer from a real bill, quote, statement, document or note. Leave anything uncertain blank until you have the missing information.
If a box needs a calculation, use one number tool listed on this page, then write the answer and where the input came from.
Finish by writing the next real-world action: make a call, find a document, get a quote, check a statement or set a review date.
Number tools
Use these when one box needs a number
Useful reading and related sheets
Use these when the decision needs more context
Why this sheet is useful
The point is not to make a perfect spreadsheet. It is to keep the useful details in one place: the number, where it came from, and the next thing to check.
This is a personal review sheet, not financial advice, tax advice, mortgage advice, pension advice or investment advice. Confirm important decisions with official documents or a qualified adviser.
Print or save as PDF
Use the button to print the sheet below. In the print window you can choose a printer, or choose Save as PDF to keep a digital copy.
Only the planner sheet prints; navigation, helper links and page footer are hidden.
Printable planner
Annual Money Review Planner
Use this once-a-year sheet to look across the big money areas without turning it into a complicated spreadsheet.
Annual money checklist
This year and next year
- The main number came from a bill, quote, statement, document or calculator result.
- Any guessed or uncertain number is clearly marked.
- A second version has been checked if the result could change the decision.
- The next call, quote, document check or review date is written down.
Quarterly review notes
Before you rely on the sheet
Check that the main numbers came from current bills, written quotes, official documents, product labels or statements. If a row is a guess, mark it as a guess so it does not look more reliable later.
What to do next
Print or save the sheet, then check the one blank row that could change the decision most. Use the related pages above when you need a calculator or a longer explanation.