Mini Legacy Budget Planner (A5)
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
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Budgeting Essentials: Step-by-step instructions to set up your budget system.
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Vision Board: Capture and visualize your financial goals.
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Holiday Planning: Christmas organizer & spending tracker.
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Sinking Funds: Planner & trackers to plan ahead for irregular expenses.
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Debt Management: Debt balance snapshot, survival mode budget, snowball trackers, and 10 repayment trackers.
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Savings Challenges: House tracker, Christmas savings, 100-day, 52-week, $500 challenge, and more.
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Planning Tools: One month ahead challenge, bill payment tracker, subscription tracker, and pay later planner.
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Health & Retirement: HSA/MRA medical account tracker, 4 investment trackers, and retirement tracker.
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Monthly System: 2-page intentions, 2-page calendar, habit tracker, and monthly review with circle money movement breakdown.
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Budget Tracking: 12 monthly budgets, 5 paycheck planners per month with teller breakdowns, and 6 expense trackers per month.
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Additional Trackers: Credit card spending tracker & net worth tracker.
Details
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461 pages, undated
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A5 size: 8.3" × 5.8"