Catalog / Free resources / Budget planner
Free resource
Budget planner
See every dollar coming in and going out for the month — and put savings first, not last.
Free resource
Educational purpose
See every dollar coming in and going out for the month — and put savings first, not last.
Learning outcomes
- Separate income by source instead of treating money as one pool
- Put savings in the budget before discretionary spending, not after
- Compare a planned month against what actually happened
What is included
- Income table: allowance or chore pay, job or gig pay, gifts, total
- Expense table that lists savings first, then giving, food, transport, fun
- A decision step for the gap between money in and money out
- A named saving goal for the month
What is not included
- Odyssey checkout on this site
- Program-account collection
- A claim that this SKU is already TEFA-listed
Best fit
- A family starting a first allowance or chore-pay system
- A teen with uneven gig or seasonal income
Not ideal for
- Anyone needing a live marketplace purchase today
How families use it
- Print one per month and fill in income before touching expenses
- Keep finished months side by side so the pattern is visible
Implementation requirements
- Adult facilitator or supervisor as noted on the product page
License and delivery
Free educational resource. Open on this site
Not for sale
This is a free educational worksheet. It is not a paid offering and not a TEFA marketplace listing. Open the printable, then print or save as PDF from your browser.
Product FAQ
Is this for sale?
No. This is a free educational worksheet. It is not a paid offering and not a TEFA marketplace listing.
How do I print it?
Open the printable, then use your browser Print dialog. You can save as PDF from there.
Related catalog items
See the full catalog.