Budgeting is one of the best ways to keep your finances on track. This customizable budget planner makes it easy to get started.

A budget is a plan that helps you manage your money. It helps you figure out how much money you get, spend, and save. Making a budget can help you balance your income with your savings and expenses. It guides your spending to help you reach your financial goals.

With our free budget planner you can:

  •  Personalize your budget to meet your needs
  •  Make budgeting easier with tips, guidelines, and alerts
  •  See charts and comparison to your average Canadian
  •  Get next steps with suggestions and useful links

SPM Financial Budget Planner

If you need help with making your budget and want to take the next steps to achieve your financial goals, contact one of our advisors and get started!

This budget is based on resources from Canada's Financial Consumer Agency: https://www.canada.ca/en/financial-consumer-agency.html