Mini Legacy Budget Planner (A5)
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
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Step-by-step instructions to set up your personal budgeting system
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Vision Board & goal-setting pages
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“Survival Mode” emergency budget
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Sinking fund planner & trackers
💰 Debt + Savings
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Debt balance snapshot & 10 repayment trackers
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Debt snowball trackers
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100-day, 52-week, and $500 savings challenges
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House, Christmas, and other themed savings trackers
🎁 Holiday & Special Planning
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Full Christmas planner & spending tracker
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One Month Ahead challenge
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Subscription tracker & Pay Later tracker
🏥 Health + Retirement
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HSA / MRA Medical Account Tracker
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4 Investment Trackers
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Retirement Tracker
📆 Monthly & Weekly System
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2-page Monthly Intentions spread
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2-page Monthly Calendar (undated)
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Habit Tracker
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Monthly Review with circular “Money Movement” breakdown
💳 Budget Tracking Tools
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12 Monthly Budgets
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5 Paycheck Planners per month (with Teller Breakdown)
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6 Expense Trackers per month
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Credit Card Spending Tracker
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Net Worth Tracker
DETAILS
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Pages: 461 total (undated)
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Size: A5 (8.3" × 5.8")
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Printing Options:
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Digital Download (PDF) – print and punch at home.
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Printed Inserts (6-hole punched) – premium heavyweight paper, inserts only (no cover or binder).
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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.