Financial calendar for every year

January

Assess your financial situation

List your goals

Plan for playing of debt

Plan for saving for your goals

get your tax documents ready so that you can give them to your employer

set reminders for payment dates for payments such as EMI and premiums or set up auto debit for all your pay payments.

February

Claim reimbursements from your employer for the last financial year. This could include medical 

reimbursement and leave travel allowance.

read about the union budget and note down the changes in taxation.

March

Avoid taking loans to make investments for tax savings for stop use only the funds set aside last year for summer vacation or allocate some from this year, prudently.

April

Invest your bonus widely. Ideally you should use it to pay off your loan.

Set aside money e e for your kids school fees for the next academic year.

Look for an educational loan if your kid is going to college and you are short of funds.

May

right to save on travel expenses when you go on your summer vacation. using an airline for travel credit card will help. Set a budget for your vacation and stick to it.

Assess your assets such as real estate and gold. Check if you need to pay taxes on them.

June

Start your tax planning for this financial year. You can allowcate funds for the same every month if a lump sum is not possible.

Look at your insurance policies and see if any of them will be maturing soon.

Tax investments for rupees 80000 use path of the dividend income from stocks and interest from fixed deposits.

July

Time to file your taxes for the last financial year. And sure you do it well before July 31st to avoid last minute errors.

Review your portfolio and see if you need to rebalance some of your asset classes.

August

buy clothes and gifts from offseason sales for the upcoming festival season.

Gold prices before buying gold ahead of the festive season.

September

make a budget for the festive season and stick to it. use a shopping credit card to save money if you are planning to do some last minute shopping.

October

The festivities are here and it is time to ensure that you don't overspend.

If you are are planning a vacation in December set up your finance for the same.

November

Cut down your expenses so that you can have more money for your vacation next month.

Check whether your tax savings are on track and you have all the documents you need.

December

It's vacation time! You can still save money on your flight tickets if you use an airline credit card.

Time to check whether all your goals on track. Take stock of all resolutions that you made at the start of 2017.

We hope you have a great year, financially and otherwise! And when you want financial product, and sure you compare across lenders to get the best rates and terms. This can save you tons of time and money.