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Welcome to our exclusive collection of Planner Templates, designed to bring structure, clarity, and efficiency to your daily life. Whether you're a busy professional, a diligent student, or someone passionate about personal organization, our templates cater to your unique planning needs. From managing schedules to setting goals, these planner templates provide an essential tool to help you navigate through your days with ease and confidence. Explore our collection of flexible and customizable templates and discover the perfect planner to align with your lifestyle and aspirations.

These templates are designed to offer a clear and comprehensive view of your year, month, or week. Essential for planning and tracking important dates, events, and deadlines throughout the year, ensuring no commitments are overlooked. The layout is customizable, allowing you to add personal or business events, making them a versatile tool for both personal and professional planning.

Monthly Planners for Microsoft Excel

• Monthly calendars for 2024: January  · February  · March  · April  · May  · June  · July  · August  · September  · October  · November  · December
• Other calendars for 2024:  weekly   ·  quarterly   ·  yearly
• Other planners:  hourly   ·  daily   ·  weekly   ·  quarterly   ·  yearly
• Monthly planner templates in other file formats:  Word   ·  Excel   ·  PDF
• Monthly planner templates in other languages:  Spanish   ·  French   ·  German

Monthly planners with days arranged vertically (6 templates)

Template 1: Monthly planner landscape

• monthly planner on one page
• page orientation: landscape (horizontal)
• days arranged vertically (below each other)
• blank, undated, editable, printable
• easy to customize and adapt to your needs
• for Microsoft Excel (.xlsx file)

Template 2: Monthly planner portrait

• page orientation: portrait (vertical)

Template 3: 2-month planner landscape

• two monthly planners on one page, side by side

Template 4: 2-month planner portrait

Template 5: 3-month planner / quarterly planner landscape

• three monthly planners on one page, side by side
• can also be used as a 90 day planner

Template 6: 3-month planner / quarterly planner portrait

Monthly planners with weeks starting sunday (8 templates).

Template 7: Monthly planner landscape

• weeks start on Sunday (see below for Monday start planners)
• with lots of room for notes for each day
• use as a simple monthly diary, journal or organizer

Template 8: Monthly planner portrait

• use as a simple monthly budget planner, schedule or notebook

Template 9: Monthly planner landscape, lined

• monthly planner on one page, lined/ruled
• with room for week numbers at the sides

Template 10: Monthly planner portrait, lined

Template 11: Monthly planner landscape, in color

• monthly planner on one page, in color

Template 12: Monthly planner portrait, in color

Template 13: Monthly planner landscape, minimalist

• monthly planner on one page, minimalist

Template 14: Monthly planner portrait, minimalist

Monthly planners with weeks starting monday (8 templates).

Template 15: Monthly planner landscape, Monday start

• weeks start on Monday (see above for Sunday start planners)

Template 16: Monthly planner portrait, Monday start

Template 17: Monthly planner landscape, lined, Monday start

Template 18: Monthly planner portrait, lined, Monday start

Template 19: Monthly planner landscape, in color, Monday start

• great as a kids monthly planner

Template 20: Monthly planner portrait, in color, Monday start

Template 21: Monthly planner landscape, minimalist, Monday start

Template 22: Monthly planner portrait, minimalist, Monday start

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» Planner Templates » Monthly Planner

MONTHLY PLANNER TEMPLATE

A printable visual planner that permits you to add monthly tasks and events to a calendar. It helps you manage your schedule properly throughout the month and confirms that you complete your tasks in time. You can use these planners to plan out your month for your business purposes, academic and personal use. You can also plan out your projects with your team members by giving them access.

• 2023 Monthly Planner
• 2024 Monthly Planner
• 2025 Monthly Planner

2024 Monthly Planner Templates

Compatible with -

2024 Monthly Appointment Planner Customize Download

At A Glance 2024 Monthly Planner Customize Download

Free Monthly Budget Planner Customize Download

Editable Monthly Goal Planner Customize Download

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2023 Monthly Planner Templates

At A Glance 2023 Monthly Planner Customize Download

Free Monthly Planner Template Service

From the above collection, you can select any monthly planner to make long-term plans. You can then add monthly tasks, events, goals, comments, reminders, or to-do lists, and more. If you are studying, you should add a timetable, study time and individual schedule. For Office use, you can input projects, assignments, meetings, deadlines, or work-based tasks that you want to complete in a month. This customized planner helps you reduce stress, stay organized throughout the month and save you time.

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Free editable Monthly Planners online

Customize a free monthly planner template with edit.org graphic editor and start organizing your time easily and effectively..

Create a personalized monthly planner with Edit.org's free templates. Edit, download, and print your design in just a few minutes.

Create a printable monthly calendar

Monthly calendars are very useful to organize and schedule tasks throughout the month. Unlike other types of planners, they help us get a medium-term overview of everything that needs to be done, so they're convenient for prioritizing work and increasing productivity.

With your hectic schedule, it's totally normal not to remember all the tasks you've been assigned or that come up, so having an organizer is essential to capture everything that comes to mind without having to remember it. Also, these work very well as an incentive to achieve all the goals set.

At the Edit.org graphic editor, you can find printable monthly planners so that you can customize them to your liking in just a few clicks. You can also edit daily planners , weekly planners , or checklist templates to complement them. 

How to customize a blank monthly calendar template with Edit.org

• Click on a monthly planner in this article or go to the editor to get started.
• Select the template you like best.
• Customize it with your own texts and other elements and colors.
• Save the layout to your user profile.
• Download the template to print it or share it online if needed.

Use a free printable monthly planner to organize your tasks

Although monthly planners are also helpful for your personal life (to write down dinners, meetings, work tasks, obligations, etc.), they tend to be common in companies and businesses that have appointments with suppliers, meetings, pending duties, and/or holidays to keep in mind. Although many work teams already have corporate agendas, the truth is that planners of this type offer much more space to write and allow you to visualize the whole month at a glance, so the final organization is usually more effective.

Edit.org templates are designed to adapt to each particular month, so they have a small space to write the days. You will only have to change the month name and fill in the gaps that you think are useful. 

At the design level, you can change the color of the template depending on the month so you can quickly identify what season or quarter it is. For example, you can use blue for the summer months and green for the spring months. You can also simply use your corporate colors to make the design more in line with your brand. Finally, don't forget to include other text fields that you think will be helpful, such as motivational phrases, main objectives, notes, or a small checklist, as well as your company logo if necessary.

Your monthly calendar planner—ready to download in just a few clicks

You can use these monthly planners in both physical and digital format. However, it's highly recommended to print them out, so you can write everything down as you think of it. Also, you can quickly see everything you've done and cross completed items out.

At Edit.org, we recommend you customize a template and save it in your user profile to modify when necessary or create a copy for each month. This way, you can make small changes if necessary and print the final result in maximum quality.

Go to the editor to start creating your monthly planner  quickly and easily, with all the relevant details.

Editable monthly plan designs to print

Daily Planners

Monthly Template Planner

Tackle projects and reach monthly goals, an interactive visual planner to easily organize, manage, and track your monthly tasks and project goals in a single place..

• Ready-to-use templates for weekly, monthly planners, & work plans
• Notes to record all information, reminders, to-dos, and deadlines
• Built-in agile project management tools for easy work planning

Easy-to-Use Tools for Planning

Multiple pre-made planning templates to plan, track, and manage your project activities, resources, and workflows.

Frames for calendars, Kanban boards, timelines, grids, and more to visually arrange your information based on your own working style on the canvas.

Infinite canvas to centralize all information and assets surrounding your monthly plans for easier decision-making.

Brainstorming tools like mind maps or post-it note walls to ideate, analyze, and plan around project initiatives.

Generate Insight for Faster Decision-Making

Multiple app integrations to help you import and export project data across teams on different platforms.

Built-in tools to create dynamic and interactive presentations, reports, and dashboards for stakeholders.

Import images and vectors to the canvas and embed documents with in-app previews within the monthly planner to provide more context with relevant resources.

Create custom databases with any type of data from team charters to project deliverables.

Connect All Teams Across the Board

Multi-user collaboration with asynchronous editing to collaborate around planning and tracking with your team.

@mention comments to direct people to get things done or clarify things and comment threads to have discussions and follow-ups on the same canvas.

Multiple access levels and roles to streamline managing, sharing, editing, and reviewing your monthly plans, ideas, and strategies.

Workspace level status tracking; mark workspaces as Draft, In Progress, Final, Archived, etc. to maintain workflows and to keep everyone in sync.

Smart notifications to stay updated on changes other stakeholders make to your monthly planning template.

A Better Way to Run Your Projects

Add detailed docs, attachments, links and more with notes on each task item on the monthly planner to capture details and the big picture in a single space.

Prioritization grids to visually rank ideas for optimal effort and impact before implementation.

Assign tasks to complete items in context. Link tasks to or from other project management tools seamlessly.

Set estimated times and due dates for tasks and allocate resources based on availability and skill sets.

What Is a Monthly Planner?

The monthly planner template is an online visual planning tool that an individual or team can use to add and track monthly tasks, projects, or events. It helps with properly spacing out time throughout the month allowing you to stay on top of your goals.

How to Create a Monthly Planner?

• Select and open a Creately monthly planner template. If you intend to collaborate with anyone, add them as editors to the workspace to allow them access to make changes.
• Identify your intentions and goals. Break them down into smaller individual steps which you can then add to the monthly planner. You can use Creately sticky notes, cards, or text boxes to add the tasks, to-dos, or events.
• Highlight important dates/ deadlines on the monthly planner template by color coding them or by using stickers or illustrations.
• Use the notes to record any and all additional details such as links to resources, bulleted lists, task overviews, etc. on the monthly planner.
• Assign roles, set due dates, and estimates using shape data to keep track of the execution of the monthly projects/ tasks.
• Share your monthly planner with collaborators via a share link, or embed it in your intranet, site, or app with a secure embed link and provide others access.

• CategoryName
• Monthly Planner 📅 Monthly planner template

Monthly Planner

Free monthly planner template for planning your month and organizing your notes and to-dos effectively and in one place.

Related Templates

The most popular templates

Simple Monthly Planner Template

How do you measure your milestones? In days or weeks, or do you prefer something longer to accomplish more over a longer period, like months? A monthly planner is a great way to visualize what waits for you during a month. It can serve as the primary planner to keep you concentrated on your tasks and routine, or you may combine it with weekly or daily planners if you prefer to plan everything in detail.

Monthly planner templates come in various types and can help you with planning and arranging your specific tasks, except for personal planning. For example, a monthly budget planner or monthly meal planner helps people keep track of their finances and maintain healthy and diverse meals.

As a rule, a month is an optimal period to build clear plans that you can rely on. Monthly planner templates provide a useful framework to save time on creating documents from scratch every month. Additionally, when used regularly, they serve as a valuable tool for reflection upon your time-management skills, your routine, leisure time, etc.

xTiles Monthly Planner Template is a pre-designed document with a wide range of customization options to help you create a deeply personalized planner. Its structure allows you to break your month into weeks to maintain organization and avoid confusion. Additionally, you can easily make it printable if you prefer to have your goals and tasks in front of you on your desk or on your fridge door.

The Monthly Planner Template: A Tool for Effective Planning

When you have ambitious projects and goals to accomplish within a month, or you want to change something in your life within a manageable scope of time, a monthly planner template becomes an invaluable asset. It provides a holistic and realistic view of your tasks and commitments, allowing you to gain a comprehensive understanding of the entire month's landscape. It also allows you to estimate what you’re about to start achieving and how much effort you will need to do that.

An online monthly planner serves as a powerful visual planning tool, enabling you to add tasks and events to a calendar specifically designed for a monthly time frame. Its purpose is to help you effectively allocate your time throughout the month, ensuring that tasks are completed in a timely manner. 

A monthly planner is a versatile tool that can be utilized by businesses, academic professionals, individuals planning their personal lives, or teams collaborating on a project. These tools facilitate seamless collaboration among team members, allowing them to view and edit events from their iPhones, Android devices, or laptops.

Today’s market is full of choices, and one of them is your best monthly planner that will boost your productivity.

With our monthly calendar planner, you can create a visual representation that helps you track deadlines, space out tasks, and stay organized, whether you are doing that as an individual or part of a team.

What Are the Benefits of Using a Monthly Planner Template?

By utilizing a monthly planner, you unlock several benefits. Firstly, it provides a clear visualization of your schedule, allowing you to identify potential conflicts and plan accordingly. You can strategically space out tasks and allocate appropriate time for each, reducing the likelihood of overwhelming workloads or missed deadlines. 

Additionally, team members can easily coordinate their efforts and synchronize their schedules, ensuring smooth collaboration and efficient task management. 

Whether you are a student with academic deadlines, a professional juggling multiple projects, or a team working towards a common goal, a monthly planner template offers an effective solution for organizing and optimizing your time. Embrace the power of visual planning tools like xTiles and experience the benefits of streamlined scheduling, improved productivity, and enhanced collaboration. By incorporating a monthly planner into your routine, you can stay on track, meet your goals, and make the most of every moment in your busy month.

Unlocking the Benefits of the xTiles Monthly Planner

When it comes to organizing your schedule and maximizing productivity, the xTiles Monthly Planner Template offers distinct advantages, whether we speak about individuals or teams who seek for effective planning and collaboration.

Let's explore three key benefits that make online calendar planners a valuable tool for individuals and teams alike: enhanced collaboration, visual engagement, and seamless communication.

• Visualize and engage with your schedule

With xTiles Monthly Planner, you can bring your schedule to life by incorporating visuals you like or need. Upload images such as company logos, icons, or relevant graphics to accompany your tasks, making your planning process more visually engaging. This visual representation allows you to grasp your tasks at a glance from the calendar view, making it easier to understand the big picture and effectively prioritize your activities. 

By adding visual elements, you create a dynamic and immersive planning experience that boosts your engagement and overall productivity.

With the ability to customize the Template, add images, videos,  embeds, or even sticky notes (if you prefer to have your monthly planner printable), individuals or teams can enhance their functionality and get some inspiration and motivation to continue moving and growing. 

Customization options also allow people to craft a planner that fully suits their needs and requests and looks according to their preferences. Need a cute monthly planner template but can’t find one? Master it yourself using the xTiles Monthly Planner Template as a base if its level of cuteness isn’t enough for you.

• Collaborate effortlessly with team members

One of the standout advantages of using a custom online monthly planner is the ability to collaborate seamlessly with your team members. 

You can tag specific individuals on tasks, assign responsibilities (every assignee gets a notification and have easy access to every task no matter the document it was assigned in), and request notes or updates with ease. 

By granting everyone on your team access to the planner, you foster a sense of transparency and shared understanding. This collaborative approach enables you to gain a high-level overview of everyone's activities, due dates, and necessary resources, ensuring effective coordination and synchronization of efforts. By harnessing the power of teamwork through an online monthly planner, you can streamline collaboration and optimize productivity.

• Dynamic communication

Unlike static printable planners, an online calendar planner facilitates ongoing communication and the evolution of your project. Keeping it online and shared with your colleagues means your planner isn’t engraved in stone anymore. Every change and edition is available to others at the same minute, and you don’t have to mail them about that.

Not only can you assign tasks to team members, but you can also gather feedback and updates through features such as comments where you can tag a relevant person. These interactive elements transform the monthly planner into a living, breathing document that evolves alongside your project. 

Team members can provide valuable insights, suggestions, and updates directly within the planner, ensuring that everyone stays informed and engaged. This real-time collaboration and communication foster agility and adaptability, allowing your project to progress smoothly and efficiently.

How to Use xTiles Monthly Planner?

Are you ready to harness the full potential of your online monthly planner? Follow these three straightforward steps to make the most out of this powerful tool and elevate your planning experience.

• Select the perfect template

Begin by exploring the diverse range of templates available in xTiles Template Gallery. You may choose between a weekly or monthly planner, depending on your preference and the scope of your planning needs. 

Additionally, consider using multiple templates simultaneously to effectively organize and plan for longer periods of time. For instance, you can combine a daily planner, weekly planner, and monthly planner to create a comprehensive and seamless planning system. Or you even may go further and sum up your planning with Yearly goals planner to check whether your plans are in alignment with your big goals and dreams.

• Populate with events and tasks

With your chosen template in hand, it's time to populate it with the essential building blocks of your schedule. Add events, tasks, or to-do lists using pre-designed tiles. Fill each week with necessary to-dos, then analyze your tasks. What is the most important thing that requires most of your attention? That goes into the “This month’s focus” tile to constantly remember what you need to keep in mind throughout the month.

Then, put your main goals that don’t have certain deadlines or starting dates into the “Goals” title. And finally, you have a “Notes” tile to jot down important stuff that you will need to have handy during this month.

Ensure that each item is clearly defined and concise, making it easy to understand and act upon. For enhanced collaboration and accountability, remember to tag the relevant individuals on specific tasks. By doing so, everyone involved will have a clear understanding of their responsibilities and can collaborate effectively.

• Infuse visual elements

To infuse personality, visual appeal, and clarity into your monthly planner, incorporate visual elements such as company logos, icons, and pictures. These visual cues not only add a touch of creativity but also serve as quick visual identifiers for different projects or categories within your planner. By utilizing visuals, you enhance the visual impact and engagement of your planner, making it more enjoyable and intuitive to navigate.

• Share and collaborate with your team

To maximize the benefits of your online visual monthly planner, don't forget to share it with your team. Utilize the shared space functionality to foster collaboration, coordinate tasks, schedule meetings, and work towards achieving common goals. By collaborating in real-time within the planner, you create a dynamic and interactive environment that encourages teamwork and accelerates progress.

Also, shared monthly planners are good not only for teams or companies. Collaboration within a monthly bill or budget planners help partners or families to manage their expenses more efficiently and wisely. That same concerns monthly meal planners and any other planner that has an impact on the life of more than one person.

Embrace the power of your online visual monthly planner and unlock a new level of organization, efficiency, and collaboration. By following these four simple steps, you can transform your planning experience, stay on top of your commitments, and work harmoniously with your team towards shared success. Let your planner become the compass that guides you toward accomplishing your goals and aspirations.

What planners are there?

How do i create a monthly planner, what are some good monthly challenges.

Monthly Calendar

Download a free printable monthly calendar for any month of any year. Select either a ready made blank calendar or create pretty calendars in under a minute with our free calendar maker. We also offer a monthly planner with space to plan your month.

Monthly Calendar 2024, 2025, 2026, 2027, and 2028

2023 Calendar PDF (Typeable PDF)

2023 Calendar Template Word

2023 Calendar PDF (Editable PDF)

2024 Calendar PDF (Typeable PDF)

2024 Calendar Template Word

2024 Calendar PDF (Editable PDF)

2025 Calendar PDF (Typeable PDF)

2025 Calendar Template Word

2025 Calendar PDF (Editable PDF)

2026 Calendar PDF (Typeable PDF)

2026 Calendar Template Word

2026 Calendar PDF (Editable PDF)

2027 Calendar PDF (Typeable PDF)

2027 Calendar Template Word

2027 Calendar PDF (Editable PDF)

January 2023

Word PDF Excel Image

February 2023

January 2024

January 2025

January 2026

January 2027

January 2028

February 2024

February 2025

February 2026

February 2027

February 2028

August 2023

August 2024

August 2025

August 2026

August 2027

August 2028

September 2023

September 2024

September 2025

September 2026

September 2027

September 2028

October 2023

October 2024

October 2025

October 2026

October 2027

October 2028

November 2023

November 2024

November 2025

November 2026

November 2027

November 2028

December 2023

December 2024

December 2025

December 2026

December 2027

December 2028

If you want a specific month:

Monthly Blank Calendar Template

This printable calendar is not dated and can be used for any month of any year. It is available in both landscape and portrait orientation. The Sunday start is from Sunday to Saturday. The Monday start is from Monday to Sunday. You can type on the PDF files.

• Sunday Start: Typeable PDF | Excel | Word | Image
• Monday Start: Typeable PDF | Excel | Word | Image

January |  February |  March |  April |  May |  June

July |  August |  September |  October |  November |  December

We offer free editable blank calendar templates in Microsoft Word or PDF format. The Word version is editable and the PDF version is fillable. See Word Calendar 2024

2024 – Sunday Start

Digital Planner   Printable Planner

2024 – Monday Start

Printable Planner   Digital Planner

Monthly calendars for each month:

Free printable calendars with any border you want. There are hundreds of options available. You can choose any month and any year.

Calendar Maker

Use our free online calendar maker to make a colorful calendar for any month. Select the calendar template, and the border, add your text and images, and add icons to mark special dates. You can create a free printable monthly calendar 2024.

Word Calendar

Enhance your planning with the flexibility of our MS Word calendars, easily editable to suit your unique scheduling needs. Explore our extensive collection of Word-format calendars on this page, or visit our dedicated Word Calendar 2024 page featuring exclusively Word calendars for a variety of customizable options.

Excel Calendar

Enter the year and select the month for an Excel calendar template for any month of any year. You can import the calendar into Google Sheets.

Excel Spreadsheet

There are more Excel templates above.

Photo Calendar

Use our free photo calendar maker to personalize your calendar. We have many more free photo calendar templates available for any month. Just add your photo and select any month.

2-Page Calendar Planner 2024

This calendar planner printable is perfect to insert into a planner. You can delete the background or select any of the 101 free backgrounds available.

Monthly Planner

Use our free planner maker to create the perfect monthly planner for your needs. There are many widgets available and you can customize the planner. Add a to-do list, checklist, grocery list, meal plan, etc. We also offer a monthly planner in Word or PDF (editable).

To download or print a monthly planner select any month below. Each planner is available as an image, Word document, or editable PDF.

Daily Planner with 2024 Calendar

This daily calendar template has a monthly calendar for every month of the year, in case you want to see the days of the month.

Weekly Monthly Planner

This is a weekly planner with a calendar for each month to show you the days of the month.

Bullet Journal Monthly Spread

If you prefer your calendar to be bullet journal style, then you will find our free bullet journal maker useful. You can create unlimited monthly bullet journal spreads with thousands of embellishments, borders, headers, layouts, etc.

Cute Calendar

Create a cute calendar or planner in many different designs.

Cute Blank Calendar

Customize & Print

Themed Calendars

School calendar template.

Monthly Bill Calendar

We offer a free printable monthly bill payment calendar with one page per month. There are many more designs and layouts available.

Chore Calendar

We offer a big selection of chore calendar templates to divide up and track chores . They are available as a blank calendar in Word or PDF format or a colored version with any border or background.

Budget Calendar

Other Calendars & Planners : Hourly Planner | Daily Planner | Weekly Planner | Monthly Planner / Monthly Calendar | Yearly Planner | Julian Calendar

2 thoughts on “Monthly Calendar”

Nicole, please help me to make my monthly calendar. I can see the months and the layout which I want, BUT I can’t change the font and size of the text. Please help as soon as possible, I’ve spent so much time on this and I’m sure it’s something simple. I make the calendars every year and usually do have some difficulty, but get there eventually. If I change one month, will the others adjust automatically? I want A4 LANDSCAPE STARTING JANUARY 2024 CHANGE FONT AND SIZE Thank you Marilyn Lyttle

Marilyn, If you want to change the font and size then the Word calendar 2024 will be the best solution for you.

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A business budget template is one of the most important tools you can use to run your small business. However, many small-business owners skip this vital business management step.

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Capterra’s Free Small-Business Budget Template

The Capterra small-business budget template has been a fan favorite since it was published in 2015. In this one simple Excel workbook, you can create your monthly budget, your annual budget and then compare your actual numbers to your budgeted numbers. It also has a convenient overview sheet, which gives users access to their performance at a glance.

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PDFConverter.com 15 Best Budgets

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Annual Business Budget in Google Sheets

Do you love all things Google? You can create a comprehensive budget for your small business right from Google Sheets. Simply navigate to your Sheets and then click on Template Gallery . Our friends at Intuit QuickBooks have created an annual business budget you can use for free.

To fully appreciate the power of the template, review the Summary tab after you have entered your budget figures. The tables and graphs on this tab offer a visual representation of your income and expenses, making it easy to see where you stand at a glance.

Microsoft Office Template

This beautiful template from Microsoft Office focuses exclusively on expenses, but it does that job exceptionally well. There are tabs for planned and actual expenses, a tab for automatically calculated variances between the two and an expense analysis tab complete with pie charts.

Your accounting software

While not a free template per se, you likely have a powerful budgeting tool available right inside your business accounting software . Though not as flexible as a separate template, there are many advantages to using the budgeting feature of your accounting software.

The budgeting feature in your accounting software will coincide with your chart of accounts. Depending on the software you use, you can create a budget to actual comparison reports with the click of a button, making analysis a cinch.

Some software programs even let you set multiple budget scenarios and have “cloning” features, which simplify the budgeting process after the first year.

Designing your budget

Now that you’ve chosen your business budget template, it’s time to start designing your budget. This is where many small-business owners procrastinate because people typically see budgeting as restrictive or punishing.

It's time to shift your perspective on budgeting. Most people start with income and tinker with their expense amounts until they arrive at a balanced or surplus budget. This method usually leads to unrealistic projections and ends in frustration.

Instead of a top-down approach, consider “reverse engineering” your budget by following these four simple steps:

Form your income projections and write those down outside of your budget template. Put this paper or spreadsheet away until after you have completed the next step.

Enter your expenses into your budget template. Be very honest in your entries and include everything. Going through several months’ or even a year’s worth of accounting data or bank and credit card statements will ensure you capture all your spending. This is not the step where you want to try to eliminate expenses. Record everything, only excluding expenses you have already eliminated from your monthly or annual spending.

Enter your income from the projections you formed in step 1.

Review your budget. If your budget shows a projected loss, analyze your expenses and identify areas where you can reduce spending.

This approach makes sure you avoid the temptation of forcing your budget to balance. While you do want your budget to balance — or better, to show a cash surplus — having unrealistic income or expense numbers will lead to frustration and resistance during the budgeting process.

Monthly or quarterly, compare your actual income and expense numbers to your budgeted numbers. Regular tracking helps identify financial pitfalls before they become unmanageable.

Frequently asked questions

How do i make a budget template.

You can create a small-business budget template from scratch by using free software like Microsoft Excel or Google Sheets. However, it’s often more efficient to download a template (see our list above). A template with built-in tables and formulas makes plugging in your revenue and expenses and calculating your profit or loss quick and straightforward.

What is included in a small-business budget?

Your small-business budget will include your revenue, expenses and your profit or loss. Each section will be broken into subcategories. For example, under revenue, you might have sales and income from sponsorships. Expenses might be broken down into rent, employee salaries and marketing. After you tally your revenue and expenses, you can then calculate your profit and loss statement.

How much should a small-business budget be?

A budget will vary by your business and industry. For example, you can potentially start a social media consulting business for less than $5,000. But a food truck business may necessitate a budget of at least $50,000. You must tailor your small-business budget to your unique needs.

On a similar note...

The Best Free Business Budget Templates

Published: October 12, 2023

Business budgets are a source of truth for your income and expenses. That includes all the money you spend — from A/B testing your marketing campaigns to your monthly office rent.

While organizing the numbers may sound difficult, using a business budget template makes the process simple. Plus, there are thousands of business budget templates for you to choose from.

We’ll share seven budget templates that can help organize your finances. But first, you’ll learn about different types of business budgets and how to create one.

What is a Business Budget?

A business budget is a spending plan that estimates the revenue and expenses of a business for a period of time, typically monthly, quarterly, or yearly.

The business budget follows a set template, which you can fill in with estimated revenues, plus any recurring or expected business expenses.

For example, say your business is planning a website redesign. You'd need to break down the costs by category: software, content and design, testing, and more.

Having a clear breakdown will help you estimate how much each category will cost and compare it with the actual costs.

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Types of Budgets for a Business

Master budget, operating budget, cash budget, static budget, departmental budget, capital budget, labor budget, project budget.

Business budgets aren’t one size fits all. In fact, there are many different types of budgets that serve various purposes. Let’s dive into some commonly used budgets:

Think of a master budget as the superhero of budgets — it brings together all the individual budgets from different parts of your company into one big, consolidated plan. It covers everything from sales and production to marketing and finances.

It includes details like projected revenues, expenses, and profitability for each department or business unit. It also considers important financial aspects like cash flow, capital expenditures, and even creates a budgeted balance sheet to show the organization's financial position.

The master budget acts as a guide for decision-making, helps with strategic planning, and gives a clear picture of the overall financial health and performance of your company. It's like the master plan that ties everything together and helps the organization move in the right direction.

Your operating budget helps your company figure out how much money it expects to make and spend during a specific period, usually a year. It not only predicts the revenue your business will bring in, but also outlines expenses it will need to cover, like salaries, rent, bills, and other operational costs.

By comparing your actual expenses and revenue to the budgeted amounts, your company can see how it's performing and make adjustments if needed. It helps keep things in check, allowing your business to make wise financial decisions and stay on track with its goals.

Free Business Budget Templates

Manage your business, personal, and program spend on an annual, quarterly, and monthly basis.

• Personal Budget Template
• Annual Budget Template
• Program Budget Template

You're all set!

Click this link to access this resource at any time.

A cash budget estimates the cash inflows and outflows of your business over a specific period, typically a month, quarter, or year. It provides a detailed projection of cash sources and uses, including revenue, expenses, and financing activities.

The cash budget helps you effectively manage your cash flow, plan for cash shortages or surpluses, evaluate the need for external financing, and make informed decisions about resource allocation.

By utilizing a cash budget, your business can ensure it has enough cash on hand to meet its financial obligations, navigate fluctuations, and seize growth opportunities.

A static budget is a financial plan that remains unchanged, regardless of actual sales or production volumes.

It’s typically created at the beginning of a budget period and doesn’t account for any fluctuations or changes in business conditions. It also assumes that all variables, such as sales, expenses, and production levels, will remain the same throughout the budget period.

While a static budget provides a baseline for comparison, it may not be realistic for businesses with fluctuating sales volumes or variable expenses.

A departmental budget focuses on the financial aspects of a specific department within your company, such as sales, marketing or human resources.

When creating a departmental budget, you may look at revenue sources like departmental sales, grants, and other sources of income. On the expense side, you consider costs such as salaries, supplies, equipment, and any other expenses unique to that department.

The goal of a departmental budget is to help the department manage its finances wisely. It acts as a guide for making decisions and allocating resources effectively. By comparing the actual numbers to the budgeted amounts, department heads can see if they're on track or if adjustments need to be made.

A capital budget is all about planning for big investments in the long term. It focuses on deciding where to spend money on things like upgrading equipment, maintaining facilities, developing new products, and hiring new employees.

The budget looks at the costs of buying new stuff, upgrading existing things, and even considers depreciation, which is when something loses value over time. It also considers the return on investment, like how much money these investments might bring in or how they could save costs in the future.

The budget also looks at different ways to finance these investments, whether it's through loans, leases, or other options. It's all about making smart decisions for the future, evaluating cash flow, and choosing investments that will help the company grow and succeed.

A labor budget helps you plan and manage the costs related to your employees. It involves figuring out how much your business will spend on wages, salaries, benefits, and other labor-related expenses.

To create a labor budget, you'll need to consider factors like how much work needs to be done, how many folks you'll need to get it done, and how much it'll all cost. This can help your business forecast and control labor-related expenses and ensure adequate staffing levels.

By having a labor budget in place, your business can monitor and analyze your labor costs to make informed decisions and optimize your resources effectively.

A project budget is the financial plan for a specific project.

Let's say you have an exciting new project you want to tackle. A project budget helps you figure out how much money you'll need and how it will be allocated. It covers everything from personnel to equipment and materials — basically, anything you'll need to make the project happen.

By creating a project budget, you can make sure the project is doable from a financial standpoint. It helps you keep track of how much you planned to spend versus how much you actually spend as you go along. That way, you have a clear idea of whether you're staying on track or if there are any financial challenges that need attention.

How to Create a Business Budget

While creating a business budget can be straightforward, the process may be more complex for larger companies with multiple revenue streams and expenses.

No matter the size of your business, here are the basic steps to creating a business budget.

1. Gather financial data.

Before you create a business budget, it’s important to gather insights from your past financial data. By looking at things like income statements, expense reports, and sales data, you can spot trends, learn from past experiences, and see where you can make improvements.

Going through your financial history helps you paint a true picture of your income and expenses. So, when you start creating your budget, you can set achievable targets and make sure your estimates match what's actually been happening in your business.

2. Find a template, or make a spreadsheet.

There are many free or paid budget templates online. You can start with an already existing budget template. We list a few helpful templates below.

You may also opt to make a spreadsheet with custom rows and columns based on your business.

3. Fill in revenues.

Once you have your template, start by listing all the sources of your business’ income. With a budget, you’re planning for the future, so you’ll also need to forecast revenue streams based on previous months or years. For a new small business budget, you’ll rely on your market research to estimate early revenue for your company.

When you estimate your revenue , you're essentially figuring out how much money you have to work with. This helps you decide where to allocate your resources and which expenses you can fund.

4. Subtract fixed costs for the time period.

Fixed costs are the recurring costs you have during each month, quarter, or year. Examples include insurance, rent for office space, website hosting, and internet.

The key thing to remember about fixed costs is that they stay relatively stable, regardless of changes in business activity. Even if your sales decrease or production slows down, these costs remain the same.

However, it's important to note that fixed costs can still change over the long term, such as when renegotiating lease agreements or adjusting employee salaries.

5. Consider variable costs.

Variable costs will change from time to time. Unlike fixed costs, variable costs increase or decrease as the level of production or sales changes.

Examples include raw materials needed to manufacture your products, packaging and shipping costs, utility bills, advertising costs, office supplies, and new software or technology.

You may always need to pay some variable costs, like utility bills. However, you can shift how much you spend toward other expenses, like advertising costs, when you have a lower-than-average estimated income.

6. Set aside time for business budget planning.

Unexpected expenses might come up, or you might want to save to expand your business. Either way, review your budget after including all expenses, fixed costs, and variable costs. Once completed, you can determine how much money you can save. It’s wise to create multiple savings accounts. One should be used for emergencies. The other holds money that can be spent on the business to drive growth.

Fill out the form to get the free templates.

How to manage a business budget.

There are a few key components to managing a healthy business budget.

Budget Preparation

The process all starts with properly preparing and planning the budget at the beginning of each month, quarter, or year. You can also create multiple budgets, some short-term and some long-term. During this stage, you will also set spending limits and create a system to regularly monitor the budget.

Budget Monitoring

In larger businesses, you might delegate budget tracking to multiple supervisors. But even if you’re a one-person show, keep a close eye on your budget. That means setting a time in your schedule each day or week to review the budget and track actual income and expenses. Be sure to compare the actual numbers to the estimates.

Budget Forecasting

With regular budget tracking, you always know how your business is doing. Check in regularly to determine how you are doing in terms of revenue and where you have losses. Find where you can minimize expenses and how you can move more money into savings.

Why is a Budget Important for a Business?

A budget is crucial for businesses. Without one, you could easily be drowning in expenses or unexpected costs.

The business budget helps with several operations. You can use a business budget to keep track of your finances, save money to help you grow the business or pay bonuses in the future, and prepare for unexpected expenses or emergencies.

You can also review your budget to determine when to take the next leap for your business. For example, you might be dreaming of a larger office building or the latest software, but you want to make sure you have a healthy net revenue before you make the purchase.

Best Free Business Budget Templates

1. marketing budget template.

Knowing how to manage a marketing budget can be a challenge, but with helpful free templates like this marketing budget template bundle , you can track everything from advertising expenses to events and more.

This free bundle includes eight different templates, so you can create multiple budgets to help you determine how much money to put toward marketing, plus the return on your investment.

2. Small Business Budget Template

For small businesses, it can be hard to find the time to draw up a budget, but it’s crucial to help keep the business in good health.

Capterra offers a budget template specifically for small businesses. Plus, this template works with Excel. Start by inputting projections for the year. Then, the spreadsheet will project the month-to-month budget. You can input your actual revenue and expenses to compare, making profits and losses easy to spot.

3. Startup Budget Template

What if you don’t have any previous numbers to rely on to create profit and expense estimates? If you are a startup, this Gusto budget template will help you draw up a budget before your business is officially in the market. This will help you track all the expenses you need to get your business up and running, estimate your first revenues, and determine where to pinch pennies.

4. Free Business Budget Template

You might be familiar with Intuit. Many companies, big and small, rely on Intuit’s services like Quickbooks and TurboTax. Even if you don’t use the company’s paid financial services, you can take advantage of Intuit’s free budget template , which works in Google Sheets or Excel.

It features multiple spreadsheet tabs and simple instructions. You enter your revenue in one specific tab and expenses in another. You can also add additional tabs as needed. Then, like magic, the spreadsheet uses the data in the income and expense tabs to summarize the information. This template can even determine net savings and the ending balance.

5. Department Budget Sheet

A mid- to large-size company will have multiple departments, all with different budgetary needs. These budgets will all be consolidated into a massive, company-wide budget sheet. Having a specific template for each department can help teams keep track of spending and plan for growth.

This free template from Template.net works in either document or spreadsheet formats. This budget template can help different departments keep track of their income and spending.

6. Project Budget Template

Every new project comes with expenses. This free budget template from Monday will help your team estimate costs before undertaking a project. You can easily spot if you're going over budget midway through a project so you can adjust.

This template is especially useful for small companies that are reporting budgets to clients and for in-house teams getting buy-in for complex projects.

7. Company Budget Template

Want to keep track of every penny? Use this template from TemplateLab to draw up a detailed budget. The list of expenses includes fixed costs, employee costs, and variable costs. This business template can be especially useful for small businesses that want to keep track of expenses in one, comprehensive document.

Create a Business Budget to Help Your Company Grow

Making your first business budget can be daunting, especially if you have several revenue streams and expenses. Using a budget template can make getting started easy. And, once you get it set up, these templates are simple to replicate.

With little planning and regular monitoring, you can plan for the future of your business.

Editor's note: This post was originally published in September 2021 and has been updated for comprehensiveness.

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6 templates to manage your business, personal, and program spend on an annual, quarterly, and monthly basis.

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Free Small Business Budget Templates

By Andy Marker | August 12, 2020

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We’ve compiled the most useful free small business budget templates in Microsoft Excel and Google Sheets formats, and also provided helpful details for filling out these templates. 

Included on this page, you’ll find many useful small business budget templates, including a simple small business budget template and a business budget template . Plus, discover why you need a small business budget template , and how to create a small business budget template .

Small Business Budget Template

Use this small business budget template to track and manage your business’s finances. This  easy-to-fill template includes a sheet for month-by-month income, another sheet for tallying monthly expenses, and a third sheet for recording cash flow balances that factors in credit and debit cashflow balances. Easily track and view monthly income and expenses to calculate total profits. The completed budget will help you gauge how close you are to reaching your financial goals. 

For more on small business templates, see “ Free Business Templates for Organizations of All Sizes .”

Download Free Small Business Budget Template - Excel

Business Budget Template

This detailed, all-in-one budgeting template is a perfect fit for small business owners who want  to keep tabs on the financial health of their company. The template includes columns for labor hours, rate, materials, unit costs, and budgeted and actual figures for tallied over/under figures. Use the template to easily compare budgeted amounts to actual expenses for greater insight into how well you’re meeting your budget. 

For more on business budget templates, see “ Free Business Budget Templates for Any Company .”

Download Business Budget Template - Excel

12-Month Business Budget Template

Track your small business’s month-by-month financials with this easily fillable 12-month business budget template. The template includes profit and loss category rows for cost of goods sold (GOGS), sales and marketing costs, labor costs, and earnings before interest and taxes (EBIT). You can also factor in cash, inventory, accounts receivable, net fixed assets, and long-term debt to gain month-by-month, quarterly, and annual insight into your business’s time-sensitive budget.

Download 12-Month Business Budget Template - Excel

Business Budget Template for Multiple Products

Use this customizable template to track single or multiple-project budgets to get a comprehensive picture of your company’s financials. This business budget template for multiple projects allows you to factor in business income (actual vs. budgeted), product-by-product COGS figures, and gross profit (non-operating income) so you can quickly tally your total adjusted income. Enter operating expenses to see your company’s financial position and how close you are to reaching your goals. 

Download Business Budget Template for Multiple Products - Excel

For more operating budget templates, refer to our collection in this article .

Annual Business Budget Template

Get a yearly checkup on your company’s financial health with this annual business budget template. Use the income sheet to enter your sales figures (fees billed, commission income, service income, etc.), and compare those numbers to individual entries on an expenses sheet (COGS, travel, insurance, etc.). Plus, use the summary sheet to see an overview of your spending, based on income vs. expenses. The completed template will show you how close you are adhering to your budget and can help you determine any clarifications or adjustments. 

Download Annual Business Budget Template - Excel For more annual business budget templates, see our article “ Free Annual Business Budget Templates ”.

Business Expense Budget Template

For an expense-by-expense, detailed drilldown of your small business’s expenditures — and how they affect your company’s budget — this template features a planned expenses sheet that totals your projected employee, office, marketing, training, and travel costs, and compares these against a sheet of your actual expenses. Use the third expense variance sheet to inspect the variance between the two (planned vs. actual), and the expense analysis sheet to gain a dashboard view, so you can analyze your organization’s overall financial health.

Download Business Expense Budget Template - Excel

Professional Business Budget Template

Use this professional business budget template to make informed decisions about how projected and actual expenses affect your company’s bottom line. Enter employee and operations expenses on one sheet, compare them to actual expenses on a business expense actual sheet, and then inspect the variances and any discrepancies. A professional business analysis sheet provides a comprehensive analytical overview so you can see where you need to make adjustments to help your company meet its financial goals. 

Download Professional Business Budget Template - Excel

If you are looking for budget templates for nonprofits, check out  this article  for a vast variety of budget templates suitable for any nonprofit organization. 

Startup Budget Template

Designed with simplicity in mind, this single-sheet, startup budget calculator features a single dashboard view on your business expenses. Use the template to easily compare projected and actual expenses, and use the first-year budget calculations section to gain immediate insight into projected average monthly costs, based on budgeted and actual income and expenses. Factor in small business expenses, such as office space, loans, and marketing costs, to ensure your company is financially successful from the get-go. 

Download Start-up Budget Template - Excel

For more startup budget templates, see “ Free Startup Budget Templates ”.

Why You Need a Small Business Budget Template

A small business budget template is a reliable tool that enables you to calculate expenses, revenue, and profits to see how close you are to reaching your organization’s financial goals. You can also use a template to factor in unexpected costs and revenue to determine which expenditures to trim in order to keep the company’s profitability on track. In short, a small business budget reveals additional opportunities and possible revenue streams. 

A small business budget template provides a clear, autotallied, factor-by-factor picture of a company’s estimated capital vs. the reality of expenditures. Simply enter the following details: 

• Planned Expenses: These include employee costs (wages and benefits), office costs (lease, utilities, etc.), and other known payments.
• Additional Costs: These costs might include marketing, legal fees, training, and travel. 
• Actual Costs: This refers to how much items actually cost (compared to planned expenses). 
• Planned Income: This includes anticipated income from sales, services, investors, etc. 
• Actual Income: This refers to the actual income (compared to planned income). 

Once you enter the above budget details, use the template to inspect the variances between the projected budget and the actual numbers to track your business’s finances and make any necessary adjustments.

How to Create a Small Business Budget Plan

A small business budget allows you to plan for expenses and analyze anticipated income against actual income. When creating a small business budget, consider the following factors: 

• Specify Fixed and Variable Costs: Determine all fixed and variable costs involved in running your small business, such as office space, equipment, employee wages, insurance, and training. 
• Factor in Cost of Goods: Enter the cost of goods (COGS), which includes beginning inventory, shipping charges, and related labor. 
• Estimate Your Income: Calculate the income you expect to earn, whether it is from existing capital, investors, or projected profits. 
• Analyze Your Profit Margin: Compare the variance between projected costs and actual costs — as well as projected income compared to actual income — to determine how close you are to meeting financial goals. 
• Adjust Your Budget: Update your budget as needed, once you see how estimates compare with actual income and expenses.

We’ve also compiled the most useful free budget proposal templates for organizations, project managers, grant writers, researchers, team members, and other stakeholders. 

Discover a Better Way to Manage a Small Business Budget and Finance Operations

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Do you need a Convenience Store Business Plan Template? This plan includes all the details and information needed to secure funding for a convenience store.

Startup Business Plan Template

We offer you the steps and the tools to create a fantastic business plan. Attract investors with this sleek and free startup business plan template.

Business Plan Template

This business plan template is a great tool for your startup to customize to reflect your strong qualifications, experienced team, and marketable business idea.

What is a business plan?

A business plan is a document that helps small business owners determine the viability of their business idea. Combining market research and financial analysis, a professional business plan helps startup CEOs and potential investors determine if the company can compete in the target market.

Typically, a good business plan consists of the following:

• Executive summary
• Company description
• Mission statement
• Product and services
• Marketing plan
• Operations plan
• Management organization
• Financial plan
• Conclusion & appendix

Every section involved in a business plan is designed to help startup businesses reach their target market.

A business plan asks founders and entrepreneurs to detail their business strategy in a step-by-step process that makes sense from an operational perspective. This is essential if a startup is seeking a business loan or an investment from a venture capital firm.

However, even small businesses that are already economically viable can benefit from creating a business plan, since it encourages business owners and their management teams to examine their business model and reevaluate the best ways to reach their target customers.

Should I use a business plan template?

Yes.  If you’ve never written one, a business plan can be challenging to write.

Creating a successful plan that you can use to grow your small business can require weeks of market analysis and financial preparation. You may spend time using Microsoft Excel or Powerpoint in order to create documentation which better supports our operational decisions.

However, almost every professional business plan is structured in the same way and most ask for the same information. Because of this, using a business plan template is advisable to save time, money, and effort.

Business plan templates for free

Rather than spending time trying to figure out how to write a business plan , use a free template as a guide to completion.

Business plan templates from PandaDoc can help you reach an effective go-to-market strategy even faster by asking you to provide all the relevant information you need when creating an effective business plan.

Grab a free template to get started!

Frequently asked questions

How many pages should my business plan be.

This depends on the kind of business plan you need to write and how you intend to use the plan that you create.

For example, a plan for a small business seeking potential investors or a business loan will need to provide income statements, cash flow statements, and a balance sheet (usually for a three-year or five-year forecast period).

These financial statements can be omitted if a small business owner isn’t seeking funding and is instead planning to use their business plan as a guiding document for themselves and their management team members.

Some business plans may only run a few pages. Fully-developed business plans can be as long as 50 pages. Much of this depends on the type of business, the operational strategy, and the level of detail that goes into developing the business plan.

Who needs a business plan?

Every business should have a business plan. This is an essential guidance document for any founder or CEO.

Good business plans help a company determine the viability of its place in the market and can help the business develop better strategies for differentiating itself from its competitors.

Business planning also forces business owners to evaluate their marketing strategy, the cost of customer acquisition and retention, and how they plan to grow their business over time.

What is the best business plan template?

Business plans come in all shapes and sizes. The best business plan template for your business is one that you understand and that matches the size and legal structure of your operation.

If you’re a sole proprietor, a business plan template designed for a big corporation probably doesn’t make sense. However, a business plan that helps you build an effective roadmap to grow your business while protecting your intellectual property is a good starting point.

PandaDoc offers specialized business plan templates for common industries along with tips to help you get started with business planning.

Should I hire someone to write my business plan for me?

No. You’ll find freelance writers and business strategy companies out there who are happy to write your business plan for a fee.  These resources can guide you through the process, but you should write (or be heavily involved in) the creation of your business plan.

The reason for this is simple: You know the most about your business, and your business needs you to succeed.

A writer can work with you to make your business plan sound better to investors, and a consultant can help you fill in knowledge gaps — like how to conduct a SWOT analysis — and point out weaknesses in your plan. But, at the end of the day, you need to use the business plan to pitch investors and run your business.

Those ideas and guiding principles aren’t something you can outsource.

Should I use business planning software?

Software isn’t required when creating an effective business plan. Most business planning software is designed to help you navigate the outlining and writing process more effectively.

You don’t need software to write a professional business plan, but a solid template can help you get started. Download a free template from PandaDoc today and take your business to the next level.

Get started with PandaDoc today

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13+ Monthly Planner Templates

Planning is an essential part of every life of a person. Successful people got to their success right now because of proper planning and a little bit of luck along the way. People plan for something in order to achieve a goal may it be that big or small. Regardless the size of the achievement, planning will always be part of the success. It can determine if the goal can be reached or not if you decide to mess up your plan. One of the most simple ways to achieve goals that are for a short period of time is to buy and plot your plans in a monthly planner .

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