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The Budgeting Sidekick Journal Series Fillable PDFs


Preview the Journal for FREE (below)

*Note: This is a bundle of two journals:

📗 Volume 1 is a 5-month budgeting planner & tracker. 

📗 Volume 2 is a follow-up journal that includes 1 year of budgeting & tracking.

In total, this bundle includes 1 year and 5 monthsof comprehensive, dynamic budgeting planning and tracking.

The 10-Second Pitch

📗 The Budgeting Sidekick Journal series is a guided budgeting resource that helps you create a concrete plan for managing your finances, and holds you accountable to your budgeting goals. 

  • It provides you with everything you need to better understand your relationship with money, and how to improve it through a daily budgeting process. 
  • 💡 Comes with daily thought-provoking, informative & actionable content.
  • ⏱ Takes 5 minutes a day
  • Volume 1 is a 5-month budgeting planner & tracker.
  • Volume 2 is a follow-up journal that includes 1 year of budgeting and tracking.

*Ships worldwide from our Los Angeles warehouse with tracking within 1 business day*

How It Works

The journal has 3 primary components:

1. Monthly prep

2. Daily Tracking

3. Monthly Reconciliation 

Monthly Prep:

  • Before every month, you’ll estimate your household income for the month.

  • You’ll ‘spend’ that income on paper - every dollar of it will be accounted for.

Daily Tracking

  • Part of your monthly prep will include splitting your budget into two sections: A 'Fixed Expenses' portion (the stuff you have to pay for no matter what every month) & a 'Flexible Expenses' portion.
  • After setting your budgeting goals or the month, you'll know exactly how much money you have to spend on 'flexible expenses' throughout the course of the month.
  • Then, on a daily basis, you'll be tracking how much you're spending on 'flexible expenses', for real-time accountability to meet your monthly goal. 

At the end of every month, you'll:

  • Compare your monthly preparation & predictions with what you actually ended up spending, saving, and putting towards debts.

A Walkthrough of the Budgeting Sidekick Journals:

📖 Step 1: Learning

Get a clear idea of WHY you are doing this, WHAT you will be doing, WHO you want to grow into through this process, and HOW you will learn about your own money-habits, along with how you'll work towards creating and sticking with your budgeting goals.

The introduction to the journal comes with a comprehensive explanation of:

  • The importance of managing your money
  • Why budgeting isn't rocket science
  • The relationship between money and happiness
  • Why we don't naturally do a good job of spending and saving

The introduction also guides you through

  • Assessing your income
  • Assessing your current spending habits 
  • Assessing & tackling debt
  • Planning for the future

📝Step 2: Tracking & Accountability

Every month, you'll be guided through creating your budget for the month & setting your monthly goals.
Every day, you'll be tracking how you're doing in relation to your monthly goal.
At the end of every month, you'll compare your monthly plan with your actual results to better understand how you can continue to improve. 

🍿Step 3: Daily Content

Each day you're given new learning tools, inspiration, and guidance for improving your relationship with money and managing your budget.

These include expert tips, actionable strategies, daily challenges, affirmations, links and descriptions to phenomenal videos, podcasts, recommended resources, and more.

Why It Works

This journal is a coach, accountability partner, and teacher all in one. It combines all the best elements of every budgeting journal out there and is ultimately the most comprehensive guided budgeting process you'll ever use because it is built to hold you accountable to your budget on a DAILY basis. 

⚡️Curated Content

Each day you'll get new bite-sized, actionable content that you can apply immediately to improving the way you approach your finances. 

👫External Support

Enjoying a healthy source of outside accountability to keep you inspired and receive the information/knowledge you need.

🎯Tracking Your Progress

Track your budget with all the essential metrics. Become conscious of benefits you're realizing even when they start feeling normal.

Shipping & Returns


These are fillable, digital PDFs and will be emailed to you within minutes!

Find our return policy here.


Q. What happens after I finish my journal?
A. We created this bundle for you to continue your journey for well over a year -- Volume 1 of the budgeting journal is meant to help you begin the process, learn how to budget properly and really begin understanding how you can gain more control of your finances through budgeting. Volume 2 is meant to help you keep learning and really make budgeting a non-negotiable part of your daily life through consistency. 

Q. How long does it take to use?
At the beginning of every month, you will need to spend 20-30 minutes preparing your monthly budget. At the end of every month you'll need to spend 15-20 minutes comparing your monthly goals with what actually ended up happening. 

On a daily basis, the journal is designed to be very fast to fill out daily, at roughly 3-5 minutes a day.

Q. Should I only build one habit at a time?
A. This is entirely dependent on you and your situation. If you want to take it one step at a time, starting with one is enough. If you have a burning passion inside you to build multiple habits at once, many people use multiple journals alongside one another.

Q. How many days long is the journal?
A. This journal contains: - 49 pages of introductory reading and assessment - 155 days of content - 155 days of budget tracking This is based on new behavioral research in the European Journal of Social Psychology on how long it takes to successfully build a new habit

Q. How long does shipping take?
A. Because these are digital, fillable PDFs, they'll be emailed to you within minutes!

Q. What forms of payment do you accept?
A. All credit and debit cards are accepted. We also accept payment through Paypal and Amazon Pay. All currencies should be accepted.

Q. What currency are prices listed in?
A. All prices are listed in USD.

Flip through the journal by tapping below 👇👇👇:

Flip through the journal by tapping below 👇👇👇:

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