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Printable Monthly Financial Snapshot

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Monthly Financial Snapshot

Keeping up with your finances doesn’t have to be complicated or time-consuming. Use my new Monthly Financial Snapshot printable to stay on top of bills, account balances and your financial goals. Just keep this one page up to date, and you’ll know exactly where you stand.

Monthly Financial Snapshot Worksheet

Then, compare your financial snapshots from month to month to see how you’re doing with budgeting, building up your savings and meeting your financial goals. It really is the easy way to take charge of your money.

This printable is editable, so if you’d like, you can fill in your information before you hit print, or simply save it to your computer, and update it throughout the month. Do whatever works best for you.

Print Monthly Financial Snapshot Printable

Many web browsers have their own built-in PDF viewers, but they tend to be buggy. If youโ€™re having trouble printing or editing one of our printables, click here for help.

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  1. Good Morning Erin,

    What a talented lady you are! I love your printable Financial Snapshot and the Bill Pay Checklist. I am having trouble saving it to my computer. It tells me it will save it as a blank, but not once I’ve filled it in. It also tells me to sign out? to save it, but I can’t find that anywhere. Do I need to pay for the adobe programs to convert them in order to use it on my computer. I am confused.
    Thank you.

    1. Hi Patricia, If you have the latest version of Adobe Reader (it’s available as a free download), you should be able to save the files with your edits. They added that feature a couple versions back.

    1. Hi Kristin,

      I’m not aware of a way to add a second page when you open a file in a pdf reader, but maybe one of my readers knows something I don’t, and will chime in with an answer ๐Ÿ™‚

  2. I love this! I found this website from Pinterest and this is now how I write out my monthly bills before adding them to my calendar. I keep this on the fridge and it helps me to know week by week what I need to pay.

    thank you!

  3. Erin, this is an awesome worksheet! I like how you cover so much on a single page. I have printed this out and will be using it starting next month. Thanks! ~Adrienne

  4. Thanks so much, Erin. Just what I’ve been looking for. Clear and just the right amount of information for tracking my finances.

  5. I am really loving your printables. Thank you so much for your hard work. I am having trouble with the financial Snapshot. When I click on the link, it comes up page not Is found. Is the link still good?

  6. My family and I have been using your budget layout for about six months now and I have never felt so organized and in control of our spending. We have even began to really save! Thank you for sharing your budgeting expertise with us!

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