The Allocation Plan is the Budget at the heart of Principal Plan. It is a set of income source templates that work together to divide up your income into envelopes. Each time you record a paycheck in your checking account, you apply the appropriate income template and the money is properly allocated to the envelopes.

Creating an Allocation Plan is easy. Enter up to four monthly income sources below and press the button. You will immediately see a simple Allocation Plan that you can change to meet your needs.

When you're done, you can print out the plan, or you can import it directly into Principal Plan to get started using this simple and powerful tool.