2026 Intentional Money Planner
The Intentional Money Planner is the fastest way to get clear about your money goals and priorities in order to make room for more savings, experiences, and future wealth. This digital planner is dated, with dedicated calendar pages and a plethora of budgeting worksheets to stay organized throughout the year.
♥♥ PLEASE NOTE - this is a digital download. No physical product will be shipped. Once you have placed your order you will receive a link to download your PDF. No waiting - get access immediately!
You will get a PDF (2MB) file
The Intentional Money Planner is the fastest tool for you to get intentional with your money, your life goals, and your everyday experiences…
It can feel like the odds are stacked against you. Rising food prices, rising gas prices, rising housing. How is anyone able to afford living in the US these days making less than $100k—heck even $50k?!
There’s a way! Although we’re inundated with capitalist ideals everyday, you can be intentional with your money in a way that brings freedom, abundance, and hope to your financial situation.
Have you felt helpless about...
Being able to afford a financial emergency
Giving yourself and/or your kids experiences to see the world and relax/have fun every now and then
Fitting time and money into your plans for self care
Getting out of the cycle of paycheck to paycheck living
You’ve probably been bogged down with one of these thoughts...
I’m too focused on keeping up with bills, I can’t afford a vacation or self care.
There is a way to work in self care and intentional savings to afford trips and once in a lifetime experiences. A simplified budget system that works with your current spending habits, is the first step to success.
I’m just not good with money. That’s why I can never save or stick to saving.
You may be using the wrong tools or simply not working WITH your personality type to make saving work for you. There IS a way to make savings work for you in the long-term and this planner helps.
I can't afford do something special for myself or my family.
It all comes back to perspective. You may not be able to afford a multi-state jump to Disney World this year, but you can save up for a 2 hour or less drive to an amusement park or spa overnight stay. Map the plan with this planner!
It can feel like the odds are stacked against you. Rising food prices, rising gas prices, rising housing. How is anyone able to afford living in the US these days making less than $100k—heck even $50k?!
There’s a way! Although we’re inundated with capitalist ideals everyday, you can be intentional with your money in a way that brings freedom, abundance, and hope to your financial situation.
How To Use Your Money Planner
Get a snapshot of your current situation
Start your budgeting journey by gaining awareness of the most important factors that affect you on a regular basis. Auto-payments, credit cards and their interest rates, and even your bank account’s basic information. Having the important stuff in one place gives you the first step in getting clarity on your money situation. The daily and weekly money journal also gives you a glimpse of your spending habits and patterns.
Automate your spending, saving, and monthly (bi-weekly) planning
The key to effortless yet effective money management is automation. Once you have a grasp on what your current financial situation is, you want to put systems in place to make it easy to meet your short term goals that lead to BIG long term success. This is accomplished with the Budget Rules, Savings Goals, and Expense worksheet templates that you can copy and reuse from month to month.
Track progress and course correct toxic spending habits as soon as they creep up
With the daily and weekly money journal templates, you can easily track your spending AND spending patterns to catch any mindless decisions. Too involved for you? I’ve also included a transaction log worksheet to simply list all your spending. You can use that to update your budget or just to keep up with what’s in your bank account.
Here's Every Template You Get in the Planner!
Accounts Tracker
Goals Worksheet
Calendar
Savings Trackers (3)
Subscriptions/AutoPay Log
Credit Profile (quarterly)
Pay Schedule
Blank To-Do List
Money Tasks
Spending Wish List
Budget Rules
Expenses template
Transaction Log
Budget template
Debts/Payment Tracker
Savings Rules Worksheet
Savings Goals & Values
Savings Log
Savings Challenges
Investment Portfolio Snapshot
Daily Money Journal
Weekly Recap
Goal/Event Planner
Monthly Worksheets
Notes Template
Investment Allocations
Investment Research
Debt Journal
Debt Reduction Log
Extra Payment Log
Downloadable BONUSES!
Google Templates
Use the Google Sheets template to quickly calculate your money allocations. and Google Doc template that allows you to take some of the templates on-the-go in your mobile notes app.
Notion Daily Tracking Template
Do you love Notion like I do?! I've created the perfect daily tracker template for your Daily Money Journal and Weekly Recap for Notion.
Best Practices Guide
What better way to use this planner than by listening to my core podcast episodes to understand the process of how I use it.
Instant Download
No shipping required! Upon purchase, you will have the chance to download your file. Be sure to save a copy to your own device(s) for future use. You will also receive an email backup with access to your file. Have any questions? Just email me at [email protected]!
Disclosure
None of the content in this offer constitutes personal investing, financial, or tax advice. This planner is for entertainment purposes only. You must invest at your own risk. If you would like personalized recommendations, please speak with a Certified Financial Professional.
Refund Policy
Given the nature of this digital product, there is a no refund policy. However, if you have any issues accessing your file or any questions regarding your order, please email us at [email protected].
©2026 B Chic Collective. All Rights Reserved.