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Our popular 12 month 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.

This undated 461-page planner gives you everything you need to budget, track, and plan for 2026 and beyond. Designed in a convenient A5 size (8.3" × 5.8"), the planner is hole-punched for a 3-ring style binder. It comes in two 6-month packs — only six months fit into a personal A5 binder at a time, making it easier to manage without extra weight.

Key Features

Budgeting Essentials: Step-by-step instructions to set up your budget system.
Vision Board: Capture and visualize your financial goals.
Holiday Planning: Christmas organizer & spending tracker.
Sinking Funds: Planner & trackers to plan ahead for irregular expenses.
Debt Management: Debt balance snapshot, survival mode budget, snowball trackers, and 10 repayment trackers.
Savings Challenges: House tracker, Christmas savings, 100-day, 52-week, $500 challenge, and more.
Planning Tools: One month ahead challenge, bill payment tracker, subscription tracker, and pay later planner.
Health & Retirement: HSA/MRA medical account tracker, 4 investment trackers, and retirement tracker.
Monthly System: 2-page intentions, 2-page calendar, habit tracker, and monthly review with circle money movement breakdown.
Budget Tracking: 12 monthly budgets, 5 paycheck planners per month with teller breakdowns, and 6 expense trackers per month.
Additional Trackers: Credit card spending tracker & net worth tracker.

Details

461 pages, undated
A5 size: 8.3" × 5.8"

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Mini Collection (A5)

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