A5 budget templates in three styles, so you keep the one that clicks

These A5 budget templates give your binder 26 undated pages, arranged as two-page spreads, with three ways to budget a month plus bills, savings and sinking funds. They are inserts for A5 ring binders, half letter binders and discbound planners, and print-and-cut A4 and Letter versions are included. You download both page sizes and both cut sheets instantly, and nothing is mailed.

Reprint the style you like best each month, as often as you want.

How A5 budget templates make money feel manageable

Choose your monthly budget style. The classic version compares planned and actual amounts across 8 category tables. The envelope version has 12 envelopes and a spending log of its own. The simple version is one table with due dates and a paid column, paired with a daily spending log for days 1 to 31.

Around those, you get a spread for weekly budgeting, a fast one-page worksheet, a bill list paired with a year-long paid tracker, four savings goals with boxes in 10% steps and a sinking funds table, so all your money lives in one spot. A 14 mm inner margin changes sides on odd and even pages, so pages printed on both sides open as real spreads.

Who these budget inserts are for

• People with an A5 6-ring, half letter or junior discbound planner who want budget pages sized to match
• New budgeters who would like to test three approaches and stay with the easiest
• Cash envelope fans who prefer to track every envelope with a pen
• Students and young families who want bills, savings goals and a calm monthly review together in one small binder

Design and printing details

• A quiet, elegant style with white pages and soft blush pink accents that go easy on ink
• Roomy margins throughout, so home printers do not cut anything off
• Portrait format, sized A5 at 148 x 210 mm or Half Letter at 5.5 x 8.5 in, with cut sheets you print on A4 or US Letter
• Undated, so any month of any year can be your first
• The 14 mm binding margin sits on the left of odd pages and the right of even pages, and the outer edge has 8 mm
• Writing lines 6.5 mm apart or wider and text from 8.5 pt up, comfortable for a small page
• A dashed center line and cut ticks on each cut sheet, so one cut gives you two pages
• Use in a binder or on a clipboard, or ask a print shop for spiral binding

Inside the A5 budget templates: 26 pages

1. 1Cover listing what is on every spread, with space for your name and start date
2. 2Start here (left) setting the three budget styles side by side (classic, envelope, simple table) with their page numbers, lines for notes and a list of the remaining spreads
3. 3Start here (right) with budgeting broken into four small steps and lines to write on, your reason for budgeting and which style you will try first
4. 4Classic monthly budget (left) with a table for incoming money, a month overview (income, planned, spent, left over) and plan and actual tables for home, transport, food and personal
5. 5Classic monthly budget (right) with plan and actual tables for savings and debt, fun and extras, irregular costs and other, then totals and notes for the month ahead
6. 6Expense log (left), 19 rows for the date, a description, the category and the amount
7. 7Expense log (right), 15 further rows, the total spent, your biggest surprise and something you are proud of
8. 8Envelope budget (left) for income, fixed bills, the sum left for envelopes and six envelopes for groceries, dining out, gas, household, personal care and clothing
9. 9Envelope budget (right) with six further envelopes (gifts, fun money, kids and pets, health and two blank), envelope totals and notes
10. 10Envelope log (left), 21 rows for the date, envelope, purpose, amount and balance left
11. 11Envelope log (right), 11 further rows, transfers between envelopes and where any leftover money goes
12. 12Simple monthly budget (left) with incoming money and a 14-row bill table for due date, planned, actual and a paid box
13. 13Simple monthly budget (right) with 11 further rows, the easy sum (money in less money out gives what is left) and notes
14. 14Daily spending log (left) for days 1 to 16, with 31 circles to mark no-spend days
15. 15Daily spending log (right) for days 17 to 31, with a running total, the month's total and what you noticed
16. 16Weekly budget (left) for incoming money, bills due, a spending limit, bills to pay, planned purchases and the days Monday to Thursday
17. 17Weekly budget (right) for Friday to Sunday, the week's totals, a win from the week and a plan for next week
18. 18Quick budget worksheet (left) with tables for money in and things you must pay
19. 19Quick budget worksheet (right) with tables for everyday spending and for savings and goals, the final sum and what to do if it falls below zero or leaves extra
20. 20Bills and due dates, 16 rows for each bill, its due day, amount and autopay, plus bills to review or cancel and notes about accounts
21. 21Bills paid tracker, 18 rows with a column for each month of the year, plus bill reminders
22. 22Savings goals, two goals with a target, a date, progress boxes in 10% steps and a 7-row deposit log each
23. 23Savings goals, two further goals laid out the same way
24. 24Month in review (left) for money in, money out, savings, a planned vs actual table and a money calm score from 1 to 10
25. 25Month in review (right) for what worked, where spending ran over, what you will change and a money win worth celebrating
26. 26Sinking funds table, 14 rows for the target, the monthly amount and the sum saved, plus where this money is kept

Files included

• A5 PDF: Budget Templates A5 & Half Letter Inserts, 148 x 210 mm, 26 pages
• Half Letter PDF: Budget Templates A5 & Half Letter Inserts, 5.5 x 8.5 in, 26 pages
• Print-and-cut file for A4, two A5 pages on each landscape sheet, 13 sheets
• Print-and-cut file for US Letter, two half letter pages on each landscape sheet, 13 sheets
• Read Me First (PDF) with printing, cutting and hole punching tips and a page finder

How to download and print

• Check out with PayPal, a debit or credit card, Apple Pay or Google Pay. Your download page opens as soon as the payment goes through.
• We email the same private download links to you, so you can download your files again later.
• Open the PDF in a free reader such as Adobe Acrobat Reader and print at 100% or Actual size.
• Print the A5 or Half Letter file on small paper, or print a print-and-cut file on A4 or US Letter paper and cut each sheet in half.
• Print only the pages you need, as often as you like, for your own personal use.

Please note

• Every template is a print-ready PDF rather than a hyperlinked digital planner. If you like, bring the file into a note taking app and handwrite on it there.
• This is a digital product only. Nothing physical will be shipped to you.
• Colors on paper can look a little different from your screen.
• Licensed for your household only. Kindly keep the files to yourself, without passing them on or reselling them.
• Digital files cannot be returned, but if one does not open or print as it should, email us and we will sort it out quickly.
• Ring spacing is not the same across brands, so the pages carry no punch marks. Punch along the roomy inner edge with an A5 6-hole, junior or disc punch you own.
• Think of them as a simple way to keep your own records. Nothing here counts as financial, tax or legal guidance.

How this was made

Designed and written by PetiteDiary. AI tools helped draft parts of the text, and some background scenes in the preview images were created with AI. Every page was designed, reviewed and checked before release.

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