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Our popular Mini Legacy Edition is back — compact, powerful, and designed to help you take control of your finances without the bulk of a full-size planner.

Now available in two formats:
1️⃣ Printable A5 PDF (8.3" × 5.8")
2️⃣ Printed Inserts (A5 size, 6-hole punched – inserts only, no cover)

ABOUT THIS PLANNER

This undated 461-page planner gives you everything you need to budget, track, and plan for 2026 and beyond.
It’s designed for flexibility — you can print it yourself or choose our pre-punched printed inserts that fit perfectly into any standard A5 6-ring binder.

💡 Note: Printed inserts are shipped in two 6-month packs — only six months fit into most A5 binders at a time, making it easier to manage without extra weight.

WHAT’S INCLUDED

📘 Budgeting Essentials

Step-by-step instructions to set up your personal budgeting system
Vision Board & goal-setting pages
“Survival Mode” emergency budget
Sinking fund planner & trackers

💰 Debt + Savings

Debt balance snapshot & 10 repayment trackers
Debt snowball trackers
100-day, 52-week, and $500 savings challenges
House, Christmas, and other themed savings trackers

🎁 Holiday & Special Planning

Full Christmas planner & spending tracker
One Month Ahead challenge
Subscription tracker & Pay Later tracker

🏥 Health + Retirement

HSA / MRA Medical Account Tracker
4 Investment Trackers
Retirement Tracker

📆 Monthly & Weekly System

2-page Monthly Intentions spread
2-page Monthly Calendar (undated)
Habit Tracker
Monthly Review with circular “Money Movement” breakdown

💳 Budget Tracking Tools

12 Monthly Budgets
5 Paycheck Planners per month (with Teller Breakdown)
6 Expense Trackers per month
Credit Card Spending Tracker
Net Worth Tracker

DETAILS

Pages: 461 total (undated)
Size: A5 (8.3" × 5.8")
Printing Options:
- Digital Download (PDF) – print and punch at home.
- Printed Inserts (6-hole punched) – premium heavyweight paper, inserts only (no cover or binder).

Plan smarter. Track better. Build consistency.
Whether you print it yourself or order it pre-punched, the Mini Legacy Edition is your all-in-one system to finally organize your money — simply and beautifully.

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