Here’s how I plan and organizer all of our finances for the year in a single Google Sheet. It’s a great way to remember everything from IRA contributions you need to make to estimated tax payments.

And with the added Google Doc, it’s very easy to organize all of your tax related documents, too.

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I’m the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I’m also the author of Retire Before Mom and Dad–The Simple Numbers Behind a Lifetime of Financial Freedom (

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom….(read more)

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The One Page Financial Plan and Tax Organizer (Template)

Managing one’s finances and taxes can often be overwhelming, especially when it involves juggling multiple accounts, investments, and tax obligations. However, with the introduction of The One Page Financial Plan and Tax Organizer, individuals can now simplify the process and gain control over their financial situation.

The One Page Financial Plan and Tax Organizer is a template that allows individuals to organize their financial information and plan for tax season effectively. This tool condenses all the relevant details onto a single page, making it easier to track and manage finances.

Designed to be user-friendly, the template covers various aspects of an individual’s financial life, such as income sources, expenses, debts, assets, investments, and goals. It prompts individuals to fill in the necessary information, including important dates, account numbers, and contact information for financial institutions and advisors.

One of the main advantages of The One Page Financial Plan and Tax Organizer is its simplicity. By gathering all relevant financial information in one place, individuals can easily review their financial situation and make informed decisions. Furthermore, the template encourages individuals to regularly update their information, which ensures that they stay on top of any changes and can adapt their financial plan accordingly.

Another significant benefit of using this template is its emphasis on tax organization. Tax season can often be stressful, with the pressure of meeting filing deadlines, maximizing deductions, and ensuring compliance with tax laws. The One Page Financial Plan and Tax Organizer addresses these concerns by including sections to document various tax-related details. This helps individuals gather the necessary information, such as income statements, deductions, and investment details, to complete their tax returns accurately and efficiently.

Moreover, this template can be particularly useful for individuals with multiple sources of income or complex financial portfolios. By consolidating all financial information onto a single page, individuals can easily monitor their financial health and identify areas for improvement. It also serves as a valuable tool when working with financial advisors or tax professionals, as it provides a concise overview of an individual’s financial situation, making discussions and planning more productive.

In addition to its practicality, The One Page Financial Plan and Tax Organizer also promotes financial awareness and goal setting. By taking the time to document income, expenses, and investment details, individuals gain a deeper understanding of their financial habits and patterns. This template also encourages individuals to set financial goals, such as saving for retirement, education, or a dream vacation, and provides a space to monitor their progress. By having a clear overview of their financial goals, individuals can make informed decisions and take steps towards achieving them.

While financial planning and tax organization may seem daunting at first, The One Page Financial Plan and Tax Organizer makes managing finances more manageable and less overwhelming. By providing a simple, user-friendly template, individuals can take control of their financial lives, make informed decisions, and plan for their future effectively. Whether used as a personal tool or in collaboration with financial professionals, this template serves as a valuable resource in achieving financial well-being.