Tallyfold · quick-start
How to photocopy, reuse, and edit the monthly budget tracker
A one-pager to keep next to your printer. Print it once, slip it into the binder with the budget pages, refer back each month.
Photocopy the tracker each month
The file you downloaded is one page. Print it however many times you need — one per person, one per account, one for the household — and stack them back-to-back in a binder or a kitchen drawer.
- Open the PDF in any viewer. Print at 100 % (no "fit to page") so the ruled lines stay inside the page.
- Use a ballpoint, gel, or rollerball. Pencil is fine but it smudges on ruled paper.
- Write planned first, actual second. The variance column — what you actually spent versus what you thought you would — is the point of the page.
Reuse it next month
The layout is deliberately stable, so each month is a photocopy of the previous one with a new month name and a handful of numbers written in. After three months the muscle memory takes over.
- Open the same PDF. Change the Month field (or write a new month at the top before printing).
- Resave as a dated copy if you prefer — the file itself does not change; you just print fresh pages.
- Carry totals forward: copy SUBTOTAL planned → next month's planned column. Carry SUBTOTAL actual → your net cash flow for the month.
Currency & category edits in under five minutes
If you would rather edit the categories in Canva than in print, the bundle ships an editable duplicate. Open the template in your browser, follow the prompts, save it to your account, and print from Canva (or download a PDF).
- For currency: the badge top-right of the PDF is the editable glyph. In the matching Canva template it is a text element — double-click, type "$", "€", or "£", done.
- For categories: each row label is a separate text frame in Canva. Click a row, rename it, resize the frame, the column widths hold.
- For due dates: a separate bill tracker ships with the bundle. The monthly budget companion page repeats the category rows so you can plan the month before the bills land.