Marketing and money
A Business Planner with Finance Tracking
4.8 on Google · Trusted by thousands since 2019
Your money plan belongs next to your goals, not in a spreadsheet you open once a quarter. MY PA has a Marketing and Money section, so targets, income and expenses are part of the monthly plan.
The short answer
Which business planner has finance tracking?
The MY PA 2027 Planner includes a Marketing and Money section with financial targets and income and expense planning, alongside goals, projects and weekly planning.
- Set financial targets for the year and each month.
- Plan income and expenses as part of the monthly plan.
- Plan marketing and social media in the same section.
How MY PA helps
Money as part of the plan
MY PA plans the year as vision and goals, the month as projects, marketing and financial targets, the week as priorities and reviews, and the day as time blocks.
Targets you can see
Financial targets sit in the monthly plan, so each month starts with a number to aim for.
Income and expenses
Plan what should come in and go out, then check it at your monthly review.
Marketing beside money
Marketing and social media planning share the section, because marketing is where next month's income comes from.
At a glance
What you need, and where to find it
| What you want to track | Where it lives in MY PA |
|---|---|
| Financial targets | Marketing and Money section |
| Income and expense planning | Marketing and Money section |
| Marketing and social media plan | Marketing and Money section |
| Projects that bring in income | Goals and Projects pages |
| A monthly check on progress | Monthly reviews |
For money planning on paper: the MY PA 2027 Planner.
For client and sales records: Business HQ in Notion, with goals, a CRM and clients.
For accounts and tax: use accounting software or an accountant. A planner plans the numbers, it does not keep the books.
Choose your planner
The MY PA range
The dated yearly planner: goals and vision, business plan, monthly calendar, projects, weekly and daily pages, marketing and money, and reviews. Eight colors.
Shop the 2027 Planner
The same system as a hyperlinked digital planner for iPad, GoodNotes, Notability, Noteshelf, reMarkable, Kindle Scribe, Supernote, Onyx Boox and Android. Instant download.
Shop Digital Planners
An undated daily pad: top 3 priorities, hourly time blocks from 5am to 8pm and a daily wellbeing check-in. 90 sheets, A4 landscape.
Shop Power Pages DailyQuestions
Frequently asked questions
Is there a planner for tracking business income and expenses?
Yes. The MY PA 2027 Planner includes income and expense planning and financial targets in its Marketing and Money section.
Does MY PA have marketing and finance pages?
Yes. The Marketing and Money section covers marketing and social media planning, financial targets, and income and expense planning.
Can a planner replace accounting software?
No. A planner helps you set targets and plan income and expenses. It does not replace bookkeeping, invoicing or tax records, so use accounting software or an accountant for those.
Can I track monthly payments in a planner?
You can note expected payments in the monthly calendar and the income and expense pages. For payment reminders and invoicing, use your accounting or banking tools alongside the planner.
Try the system free
Download the free 2027 planner and set your first monthly target.