Planners and trackers

Planners, journals, budget and habit trackers built around this year's dates.

8 tools

Bank Reconciliation Template for Mid-Month Statement Cycles: Roll the Statement Forward to Month-End (US)

Spreadsheet calculator

Bank reconciliation template for US bookkeepers whose bank statement closes mid-month, e.g.

Project Management Theme: Obsidian Fixed-Fee Budget Board

Obsidian theme

For freelancers and agency PMs on fixed-fee client work: a contrast-checked light and dark theme plus a project board that flags hours running ahead of the calendar.

Project Management UI Kit — Kanban Board, Task Status & Milestone Components with WCAG 2.2 AA States (Figma + Sketch)

Figma kit

Project management UI kit for SaaS product designers who sell to US federal agencies (Section 508) or EU public buyers (EN 301 549): a white-on-#22C55E “Done” badge is…

Digital Planner App: PTO Use-It-or-Lose-It Planner 2026

Spreadsheet calculator

Hours over your carryover cap on Dec 31, 2026 are forfeited in most US states — 63.1 hours at $38.00 is $2,397.80 of pay.

FSA Deadline 2026 Planner – Use-It-or-Lose-It Forfeit Calculator

Spreadsheet calculator

For calendar-year health FSAs: whatever is unspent on December 31, 2026 beyond your plan's carryover (IRS maximum $680) or grace period is forfeited.

Obsidian Kanban Template: GDPR Breach Board, 72-Hour Clock (UK & EU)

Obsidian vault

Aware Fri 2 Oct 2026 at 18:30 -> notice due Mon 5 Oct 2026 at 18:30, weekend counted. Miss GDPR Art. 33 and Art. 83(4) allows fines up to €10,000,000 or 2% of turnover.

Form 8996 90% Asset Test and Penalty Checker (2026 testing dates)

Browser extension · Chrome, Edge, Firefox

Both testing dates, the six-month cash carve-out, and the monthly section 1400Z-2(f)(1) penalty, worked while the balance sheet is still on screen.

Construction Project Dashboard Template — Earned Value, Float & RFI Control (Power BI)

Dashboard template

Your team already pays $14 per user/month for Power BI Pro (Microsoft list price effective 1 April 2025) and it still opens on an empty canvas.

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