2025 Financial Tracker

Thank you for using my template! Get help from the instructions on the callouts to use the template to its maximum potential, and delete when no longer needed. If you’d like a more in depth tutorial, check out my TikTok at @guzin__krgz. All pictures are from my Pinterest @guzin_krgz.

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Money Goals

[ ] Save 10k
[ ] Have 3 sources of income
[ ] Increase credit score to 810 </aside>

This is where you can add your goals for the year

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Credit Statements

Checking Statements

These pages are to put your credit and checking card statements to, just in case you need them later to refer to a bigger purchase.

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Quarter 1

January
February
March

Goal for Q1: save 3k

Result: i did it!

Reflection: keep up the good work <3

The year is split up into four quarters, which allows you to track your progress easily.

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Quarter 2

April
May
June

Goal for Q2:

Result:

Reflection:

Use the reflection section to see if you’re on track to achieve your yearly goal.

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Quarter 3

July
August
September

Goal for Q3:

Result:

Reflection:

Quarter 4

October
November
December

Goal for Q4:

Result:

Reflection:

Use the income tracker to enter in days you get paid.

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Income Tracker

Use the table view to enter in total amount of money saved per month, and the chart view to visualize your progress.

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Savings Tracker