Mini Legacy Budget Planner (A5)
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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.
CHOOSE YOUR VERSION
1️⃣ 2027 Dated Printable A5 PDF (January–December 2027)
Instant digital download. This version is DATED for January through December 2027 and is available as a digital download only. Print and punch it yourself at home or through your favorite print shop.
2️⃣ Undated Printed Inserts (A5, 6-Hole Punched)
We print and ship these directly to you. The printed version is UNDATED, so you can start anytime. Inserts only — no cover or binder included.
BONUS: Your printed inserts include the undated digital PDF FREE with your purchase.
ABOUT THE MINI LEGACY PLANNER
The Mini Legacy Edition gives you everything you need to budget, track, plan, and organize your money in a compact A5 size.
Choose the 2027 dated digital version if you want a ready-to-go January–December planner, or choose our undated printed inserts if you prefer a physical planner you can start anytime.
💡 PLEASE NOTE: The physical printed inserts are UNDATED. The January–December 2027 dated version is DIGITAL DOWNLOAD ONLY.
Printed inserts are shipped in two 6-month packs because only about six months fit comfortably into most A5 binders at one time.
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
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
Size: A5 (8.3" × 5.8")
2027 Dated Version: Digital PDF only — January through December 2027
Printed Version: Undated, 6-hole punched A5 inserts
Printed Inserts: Premium heavyweight paper
Binder/Cover: Not included
Printed Purchase Bonus: Includes the undated digital PDF FREE
Plan smarter. Track better. Build consistency.
Whether you choose the dated 2027 digital planner or our undated printed inserts, the Mini Legacy Edition gives you an all-in-one system to organize your money simply and beautifully.
DIGITAL PRODUCT POLICY
Digital products are delivered electronically. No physical item will be shipped when purchasing the Digital Download option.
All digital sales are final and non-refundable.
Downloads expire after 90 days and are limited to the number of downloads stated at purchase.
