Many people can manage their bills and save regularly, but there is more to managing your money than just those tasks. From tax deadlines to market-moving events, the 2025 Personal Finance Calendar can help you stay on track.
Start the year by creating or updating a cash flow and net worth statement.
January
Keeping track of bills, savings goals, and insurance renewals can be challenging. But like a car or a medical checkup, financial planning should be part of your routine.
January is the perfect time to review and set financial goals. It’s also a good month to start or update your cash flow and net worth statements. This is the month when many employers send out W-2s and 1099s.
February
It’s a busy month.
Bills, savings goals, insurance renewals, and taxes compete for your attention. This is a great time to schedule an appointment with a tax preparer or download and install software if you file your returns.
Review and set financial goals or resolutions for 2026. This is also a good time to review your end-of-year statements and match them against your records. It’s a great time to increase your auto-feeding into a targeted savings bucket, for example. This will help reduce the risk of surprise expenses.
March
A financial calendar is a must-have for anyone who wants to minimize surprises and stay on top of their finances. The calendar helps track tax deadlines and events that can impact the stock market.
A fresh new year is a great time to review your goals and set financial resolutions. It’s also an ideal time to start a savings bucket for a rainy day. Set an automatic deduction from your paycheck and watch that savings grow. Update your cash flow and net worth statements to see where you stand.
April
April brings the first big financial deadlines of 2025, including Tax Day on April 15 (state holidays may delay that deadline). Other important dates include market-moving events and open enrollment for health insurance.
It’s a good time to review and set financial goals or resolutions. This month also includes the perfect opportunity to start spring cleaning by scouring thrift stores, yard sales, and donation drives for treasures that can help fund future purchases. Also, celebrate Teach Your Children to Save Day. It’s an effective way to build savings habits that last a lifetime.
May
Managing personal finances can be overwhelming, especially when it comes to tracking bills and savings goals. Breaking the tasks down into manageable chunks, like a money maintenance schedule, can help.
May highlights events that can impact your financial health, including National 529 Day (an excellent way for families to save for future higher education expenses) and Memorial Day discounts. It’s also a good time to review and set financial goals for the year ahead.
June
April 15 is tax day, the first of two opportunities to reassess your savings goals. It’s also the time to refresh your net-worth statement and assess your assets and debt.
In May, celebrate Teach Your Children to Save Day and National 529 Plan Day by encouraging families to start college savings strategies. It’s also a good time to do a mid-year budget checkup, looking for ways to cut back. Also, set a savings goal for the holidays. You’ll be glad you did.
July
This month, focus on your financial goals and create or update a cash flow and personal net worth statement. As the school year begins, budget for back-to-school expenses like clothes and supplies.
July’s birthstone is the ruby, which symbolizes contentment. Celebrate American independence with the Fourth of July, or laugh at a dad joke on International Joke Day. Also, learn more about nonbinary people on International Nonbinary People’s Day.
August
Managing money can feel like a full-time job, but breaking the financial to-dos into manageable tasks can be easier. Keeping track of key dates (like tax day, holiday sales, and market-moving events) can help you stay ahead of bills, savings goals, and more.
Use this comprehensive calendar to minimize financial surprises. It’s a great way to kick off 2026 on the right foot.
September
Like your car or a health checkup, your finances require checkup maintenance. Bills, savings goals, and insurance renewals can all demand your attention, but using a personal annual planning calendar can help you stay proactive and avoid costly surprises.
From critical tax deadlines to important investment milestones, this 2025 financial calendar helps you navigate the year ahead with strategies for managing your money. Download it today to keep yourself on track all year long.
October
It’s the perfect month to set a seasonal holiday budget, review end-of-year expenses, and check in on savings goals. In addition, the third quarter of estimated tax paymentsise du,e and open enrollment for employer benefits starts.
Managing finances can feel overwhelming, but a monthly checklist can help you break big financial goals into manageable to-do items. Use this calendar to help you stay on track all year long.
