Okay so I’ve been testing like every free monthly planner online for the past three weeks because honestly my paper planner situation got completely out of control and I needed something I could access from my laptop and phone without carrying another notebook around.
Google Calendar But Actually Using It Properly
Look, I know everyone already has Google Calendar but most people are using it wrong for monthly planning. I was too until my client Sarah showed me this whole setup she has going. You gotta create separate calendars for different life areas. I have one for client sessions, one for content deadlines, one for personal stuff, and here’s the thing that changed everything – one just for monthly goals that I color-code bright orange so it stands out.
The monthly view is actually really good once you customize it. You can toggle calendars on and off which sounds basic but when you’re trying to see just your work stuff without all the clutter of dentist appointments and your kid’s school events it’s actually super helpful. The mobile app syncs instantly which I tested obsessively because I’m paranoid about that stuff.
Downsides though – it’s not great for task management beyond events. Like if you have a project with multiple steps you’re gonna need something else alongside it. Also the design is kinda boring? Which sounds shallow but when I’m staring at my planner multiple times a day I want it to not feel so corporate.
Notion and Why It’s Overwhelming But Maybe Worth It
Oh man Notion. So I avoided this for like two years because everyone who uses it becomes insufferable about it but then I actually tried it and… they’re kind of right? It’s annoying how right they are.
For monthly planning you can either use their templates or build your own. I started with a template from their gallery called “Personal Planner” or something and then spent way too long customizing it. You can create a database view that shows your tasks and events in a monthly calendar format. The cool part is you can switch between calendar view, list view, board view – whatever your brain needs that particular day.
I set up mine with different databases for work projects, blog content, personal goals, and then linked them all to a monthly dashboard. Sounds complicated and honestly it took me like four hours to set up initially while watching that Netflix show about the plane crash survivors, but now that it’s done I barely have to think about it.

The learning curve is real though. My friend tried it and gave up after twenty minutes. If you’re not into tinkering with systems this might make you want to throw your laptop. Also the free version limits how many people you can share with which doesn’t matter for personal planning but worth knowing.
The Actual Setup I Use
I have a main “Monthly Overview” page with a calendar database. Each entry has properties for category, priority, status, and these little checkboxes I’m obsessed with. Then I embedded a separate “Goals This Month” section at the top and a “Notes & Ideas” section at the bottom. When something’s done I just check it off and it feels weirdly satisfying in a way that digital planning usually doesn’t for me.
Trello For People Who Think Visually
Wait I forgot to mention Trello earlier and it’s actually what I used before Notion. If Notion feels like too much this is way more straightforward. You create boards and then lists within those boards and then cards within those lists. For monthly planning I literally have a board called “Monthly Planning” with lists for each week of the month.
Each card is a task or event and you can add due dates, labels, checklists within the card, attachments, all that stuff. The calendar power-up (which is free) shows all your cards with due dates in a monthly calendar view. It’s clean and simple and doesn’t require watching tutorial videos to figure out.
I still use Trello for my blog content calendar actually. I have lists for “Ideas,” “In Progress,” “Scheduled,” and “Published” and just drag cards between them. For monthly planning specifically though you’d set it up differently – maybe lists for different life areas or different weeks or however your brain organizes time.
The mobile app is decent. Not amazing but functional. I can add cards quickly when I think of something which is important because my brain only remembers important things at random inconvenient times.
Any.do Which I Almost Didn’t Test
This one surprised me because I’d never heard anyone talk about it. Found it randomly when I was searching for alternatives and the interface is really pretty? Like actually pleasant to look at which matters more than I thought it would.
It’s primarily a task manager but has a calendar view that works well for monthly planning. You can create tasks with due dates and they show up on the calendar. The cool feature is the daily planning thing where every morning it asks you to review your day and prioritize tasks. Sounds gimmicky but it actually helped me stay on top of monthly goals by breaking them into daily actions.
The free version is pretty generous. You get all the basic features including the calendar view and syncing across devices. Collaboration features are limited but for personal planning you don’t need those anyway. My dog was barking at the mail carrier while I was testing this and I accidentally created like six duplicate tasks so just be aware it’s maybe too easy to add things quickly.
ClickUp If You Want Every Feature Ever
Okay so funny story, I started testing ClickUp for a client project and then realized it works really well for personal monthly planning too. It’s like Notion and Trello had a baby that inherited way too many features from both parents.
The monthly calendar view is solid. You can see tasks, docs, reminders, everything in one place. What I actually love is the “Box view” which shows your calendar in a monthly grid but with more detail than typical calendar views. You can see task status, assignee (or just yourself if you’re using it personally), priority levels, all without clicking into anything.

The customization options are honestly overwhelming. You can customize literally everything – the fields, the views, the automations, the colors, the icons. I spent an entire afternoon just playing with different setups which was either very productive or a complete waste of time depending on how you look at it.
Free version gives you unlimited tasks and unlimited members which is wild. Most tools limit you way more than that. The catch is you’re limited to 100MB of storage which fills up faster than you’d think if you’re attaching files to tasks.
How I Actually Use It Monthly
I have different “Spaces” for different life areas. Work, personal, blog stuff, household things. Within each space I have lists organized by month. Then I use the calendar view to see everything across all spaces in one monthly overview. Tags for priority and category keep things organized without being too complicated.
TimeTree For Shared Planning
This is gonna sound weird but if you need to coordinate your monthly planning with a partner or family this is actually the best option I’ve found. It’s designed specifically for shared calendars and it shows.
You can create multiple calendars and share them with specific people. I have one with my husband for household stuff and appointments and one with my business partner for work things. The monthly view is clean and color-coded by calendar. What’s nice is you can comment on events and everyone in that calendar sees the comments. Like if there’s a dinner plan you can discuss details right there instead of texting back and forth.
The keep/memo feature lets you attach notes to specific dates which I use for monthly reflection stuff. End of each month I write a quick note about what worked and what didn’t. It’s not fancy but it’s there when I need to reference it.
Free version is fully functional which is refreshing. No weird limitations that force you to upgrade. The design is more playful than professional which might not work if you want something that feels serious and business-y.
Sorted³ Which Is Mobile-First
Wait I should mention this one even though it’s primarily an app because the web version exists and some people prefer planning on mobile anyway. The whole concept is time-blocking your day but the monthly view helps you see patterns and plan ahead.
It has this auto-schedule feature that’s either brilliant or annoying depending on your personality. You dump in your tasks and it automatically schedules them into your calendar based on your preferences and available time. For monthly planning I use it to block out big chunks of time for major projects and let it figure out the details.
The hyper-scheduling thing might be too much if you like flexibility. I personally find it helpful for making sure my monthly goals actually get time allocated to them instead of just sitting on a list forever looking pretty but never getting done.
What Actually Works For Me Right Now
Honestly I’m using a combination which probably defeats the purpose of finding one perfect tool but whatever. Notion for monthly goal tracking and project planning, Google Calendar for actual appointments and time-specific stuff, and Trello for my blog content because I set it up two years ago and I’m too lazy to migrate everything.
The trick is making sure things sync or at least that you have a system for checking everything. I check Notion every morning for my monthly goals and daily tasks, and Google Calendar throughout the day for appointments. It takes like five minutes total which is manageable.
If you’re just starting out though I’d say try Google Calendar first because you probably already have it and just need to use it better. If that feels too limited move to Trello for the visual organization. If you want to get fancy and don’t mind a learning curve then Notion. ClickUp if you want every possible feature and like customizing things. TimeTree if you’re coordinating with other humans regularly.
Things That Don’t Matter As Much As You Think
Design aesthetic – yes it’s nice to have something pretty but honestly you’re gonna be looking at your monthly tasks not admiring the interface. Function over form here.
Having every feature – most of us use like 20% of any tool’s features. Better to have something simple that you actually use than something complex that you avoid because it’s too much work.
What everyone else uses – I cannot tell you how many people told me I needed to use Asana and I tried it three separate times and hated it every time. If a tool doesn’t work for your brain it doesn’t matter how many productivity gurus recommend it.
The whole point is finding something that makes monthly planning easier not harder. If you’re spending more time organizing your planner than actually doing the things in your planner something’s wrong. Pick something, use it for a full month before judging it because everything feels weird at first, and then adjust or switch if it’s truly not working. That’s literally all there is to it.

