Sweet Finance Planner 2027

See your whole money picture for 2027 in one sweet place. Track your net worth every month, list your income sources and accounts, and give every month three pages: a summary, a money calendar with bills and pay days, and notes for a monthly money meeting. Goals, subscriptions and a general tax documents checklist round out the year.

What’s inside

• 74 pages in each version, dated January to December 2027
• Cover and home page with links to every section
• 2027 at a glance: every date opens that month’s money calendar
• Net worth: a month by month table (assets, owed, net worth, change), a chart to color, and assets and owed pages for January to June and July to December
• Income sources, income by month (two pages) and 12 account cards
• 12 months, three pages each: month summary (income, spending, cash flow, net worth, goal check in, money wins), money calendar with bills and payments, and money meeting notes with action items
• Year in numbers and 2027 in review
• Subscriptions tracker (36 lines on two pages) and a subscription review with renewals by month
• Financial goals: short, mid and long term, with 9 goal pages (target, why, first steps, progress bar, check ins)
• Tax documents checklist (general, not country specific) and an important money dates page
• Notes index and 6 note pages, dot grid and lined

Features

• Hyperlinked: month tabs on every page and a top bar to home, year, net worth, income, goals and notes
• Summary, money calendar and money meeting buttons on every month
• Monday start and Sunday start versions included
• Currency left blank, so it works with any currency
• Soft pastel colors, washi tape details and kawaii mascots

Compatible apps

• Goodnotes
• Notability
• Other apps that open PDF files and support PDF links
• 3:4 portrait pages for iPad and Android tablets

OneNote can import the PDF, but it shows pages as printouts, so the links do not work there.

What you get

• Sweet-Finance-Planner-2027-Monday-Start.pdf (74 pages)
• Sweet-Finance-Planner-2027-Sunday-Start.pdf (74 pages)
• 00-Start-Here.pdf (how to import, links and license)

How it works

1. Download the files after checkout and pick the Monday start or Sunday start version.
2. Import the PDF into Goodnotes, Notability or another PDF app.
3. Tap a month tab, a date or a button to jump to that page, and write with your stylus.

This is a digital product. Nothing physical will be shipped.

Note

This planner is a tool for organizing your own numbers. It gives general information only and is not financial, tax or investment advice. It does not promise any result.

License

Personal use only. You can import the files into your own apps and devices, duplicate pages and print pages for yourself. Please do not share, resell or upload the files. Full terms: eplannerhub.com/license.