This 2016 Financial Calendar Planner includes tracking of your savings and expenses such as contributions for SSS (Social Security System), PAGIBIG (or Home Development Mutual Fund - HDMF) and PhilHealth (Philippine Health Insurance). If you are an employed member, these are mandatory deductions from your salary so it is easier to track.
However, if you are a voluntary/individually paying/self-employed member, you need to tick the appropriate space to indicate that you have already paid for your contribution so you can track your monthly premium payments. We also included recording of you weekly money challenge. The weekly money challenge is much like the 52 week money challenge but with some deviations. You can keep track of the schedule when you should have already deposited your savings in the bank as provided in the calendar. Simply highlight or check the date on the provided boxes if you have done so. At the end of the month, you have the option to record your total monthly savings in the space provided.
There is also a calendar and the non-working holiday schedule so you can keep account of the correct dates when you should make your transactions in the bank or government offices.
You can put down notes in the Other Reminders part should you wish to put the dates of other important transactions that you need to track such as the following:
1. Renewal of your business permit (mayor's permit, BIR annual registration)
2. Renewal of licenses (LTO registration/driver's license)
3. Payment for insurance (home, car, etc)
4. Tax (real estate tax, income tax, etc) and other things that have direct impact on your finances.
We have also included tracking payments for your electricity and water bill since non-payment of those utilities usually add up to your expenses if not paid on time. You simply tick the space provided to indicate payment for the particular month.
Happy 2016 planning and budgeting!
Very helpful for us! We are going to manage our finances better this year. Thank you for this!
ReplyDeleteI sucked at having a planner though this is is a great idea because most of my goals are related to money hehehe
ReplyDeleteExcellent financial calendar especially since it incorporates local deductions, etc. Thanks for the share!
ReplyDeleteWhat an interesting post. WIll try to download this. :)
ReplyDeleteThank you for this. Very helpful for me to track my PAG-IBIG and SSS payment. Nakaka-sad lang, ung mga holidays, natapat halos sa Saturday and Sunday. Ihihihi.
ReplyDeleteSuch a helpful post! Thanks for sharing! :)
ReplyDeleteWow, thank you for this free printable :)
ReplyDeleteHaving a financial planner is certainly a great way to monitor one's savings and expenses. I'll check this out. Thanks!
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