Bundle Personal Finance

The Holiday Spending Bundle

Learn the method. Build your plan. Follow the spending.

Price: $9.99

Worth $16.97 if bought separately. You save $6.98 (41%).

5 PDFs + start guides • 190 pages • US Letter (8.5 × 11 in) • Printable

Bring the Holiday Spending Plan, Planner and Tracker together: 190 pages across three main PDFs, plus reusable worksheet selections for planning gifts, travel and celebrations and recording the season’s spending.

Buy now · $9.99
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Works with: Any PDF reader. Static PDFs; print worksheets and complete by hand. No fillable fields or automatic calculations.

What's in this bundle

Also included

  • The Holiday Spending Plan: 106-page illustrated guide
  • The Holiday Spending Planner: 41-page undated workbook
  • The Holiday Spending Tracker: 43-page undated workbook
  • Planner Reusable Tools PDF: 20 selected pages repeated from the planner
  • Tracker Reusable Tools PDF: 30 selected pages repeated from the tracker
  • Planner and tracker START-HERE guides
  • 190 pages across the three main PDFs, with separate selections for convenient reprinting

About this product

The Holiday Spending Bundle brings together three practical products for the same season: an illustrated guide to learn the method, a planner to prepare your decisions and a tracker to follow what actually happens. Use them to organize gifts, travel, food and celebrations around the money available and the dates it is needed.

One season, three useful roles

Learn: The 106-page Holiday Spending Plan explains how to review last season, set a funded total, choose priorities and keep the plan current through January.

Prepare: The 41-page Holiday Spending Planner turns those decisions into gift caps, whole-trip estimates, hosting costs, funding dates and a one-page season plan. Its late-start route helps you focus on the decisions still ahead.

Record: The 43-page Holiday Spending Tracker separates full purchase costs from payments, unpaid amounts and future commitments. Follow refunds, deliveries and shared costs, then use weekly reviews to choose a specific next action.

The three main PDFs contain 190 pages in total. Separate reusable-tools PDFs repeat 20 planner pages and 30 tracker pages for convenient reprinting; they are not additional unique content. The workbooks include their own directions and worked examples, so you can start at the stage that fits your season.

For an online companion, try the free Holiday Spending Calculator. The calculator guide explains its inputs, payment-date checks and saved plans. Both are available separately from this printable bundle.

Key benefits

  • Learn the holiday budgeting method, then put it into practice
  • Set gift, travel and hosting limits around available funds
  • Match planned costs to funding dates and shared responsibilities
  • Keep purchases, payments, unpaid amounts and refunds distinct
  • Use weekly reviews and a season close to decide what to adjust

Table of contents

See what's inside
  1. Learn with The Holiday Spending Plan
  2. Review last season, set a funded total and split it between priorities
  3. Plan gifts, travel, food and celebrations
  4. Make payment decisions, compare sale offers and wrap up in January
  5. Prepare with The Holiday Spending Planner
  6. Check funding dates, set category limits and price the whole season
  7. Agree shared costs, stress-test the plan and prepare a one-page summary
  8. Record with The Holiday Spending Tracker
  9. Separate purchase costs, cash paid, unpaid balances and commitments
  10. Follow refunds, store credit, deliveries and household reimbursements
  11. Reconcile records, review weekly and close the season

Is this right for you?

Who it's for

  • Adults and households organizing holiday gifts, travel and celebrations
  • Readers who want explanation, planning worksheets and spending records together
  • People who prefer printable tools with directions and worked examples
  • Households coordinating shared costs, payment dates and weekly check-ins

Who it's not for

  • Anyone expecting a physical book or shipped stationery
  • Anyone expecting fillable forms, automatic totals or bank connections
  • Readers seeking personalized financial, tax or investment advice

Specifications

Product type
Bundle
File format
5 PDFs + start guides
Pages
190
Page sizes
US Letter (8.5 × 11 in)
Printing
Printable
Compatibility
Any PDF reader. Static PDFs; print worksheets and complete by hand. No fillable fields or automatic calculations.
File size
6.43 MB ZIP (five PDFs and two start guides)
Language
English
Products
1 illustrated guide + 1 planner + 1 tracker
Main PDF pages
106 + 41 + 43 = 190
Reusable selections
20 planner pages + 30 tracker pages, repeated from the main workbooks
PDF files
5 separate PDFs
Workbook dates
Undated
Navigation
Linked contents and PDF bookmarks
Completion
Print worksheets and write by hand
Package extras
2 START-HERE guides
Delivery
Digital download through Lemon Squeezy. Nothing is shipped.

Questions about this product

What does the bundle include?

The full Holiday Spending Plan guide, Holiday Spending Planner and Holiday Spending Tracker, plus the two reusable-tools PDFs and the planner and tracker start guides and cover images.

Are these the same products sold individually?

Yes. The bundle brings together the existing three products. If you already own one, some of the bundle will duplicate what you have.

How many pages are included?

The three main PDFs contain 190 pages in total: 106 in the guide, 41 in the planner and 43 in the tracker. The separate 20-page and 30-page reusable selections repeat workbook pages for convenient reprinting.

Are the PDFs fillable or automated?

No. They are static PDFs with linked contents and bookmarks. Print the worksheets and complete them by hand.

Is this a physical bundle?

No. This is a digital PDF bundle. Nothing is shipped.

Do I need to use the products in order?

The guide explains the method, the planner helps prepare your decisions and the tracker records actual activity. You can start with the product that fits your current stage; each workbook has its own directions.

Does the tracker handle unpaid purchases and refunds?

Yes. It provides records for purchase costs, payments, unpaid amounts, refunds and store credit.

Is the free calculator part of the paid download?

The Holiday Spending Calculator is available separately as a free online resource. This bundle contains the guide and printable workbooks.

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