Printable Budget Planner/Finance Binder Update

If you follow my blog you may remember the post I did 2 years ago (how time flies) on my finance binder. Since that post my budget planner has undergone some major revamps (both from my personal budgeting style and queries from customers) and the finance set has now been updated and expanded to the new and improved Budget Binder – it now has 207 printables! And all pages are EDITABLE except the covers and dividers!

(Click the images below to enlarge the previews, then click the back button to return to this post!)

I may have gone a bit overboard – 4 types of bill pay checklists anyone? I figure everyone doesn’t plan the same way so I’ve included all the styles of each type (e.g. bill pay checklists, budgets, spending trackers) that I created when experimenting with what planner pages worked best for me. With so many options you can pick which printables would best for YOU and your approach to budgeting and money management.

The kit has been expanded to include the following:
– Income
– Spending
– Budgeting
– Tax
– Debt
– Finance Calendars
– Savings
– Banking
– Investments
– Goals
– Dividers for Your Binder/Planner

There are multiple planning pages for different planning styles. For example, you may prefer to use calendars to track when bills are due, or you may prefer to see how much you’ve paid for all your bills for the entire year on the one page. The pages are designed to appeal to everyone so there will probably be more pages than you need. For example, try tracking your bills using one type of planner and if you find it’s not working for you, you can switch to one of the other layouts.  Planner pages I felt needed more room are in landscape orientation, but I have also created portrait page orientation versions for those that prefer that page format.

I cannot show previews of all included pages as I have had people copying designs from some of my other planner sets. I’d just like to remind people that this is COPYRIGHT INFRINGEMENT and it is ILLEGAL. Ok, now that we’ve cleared that up, here is a list of everything that’s included!

INCLUDED IN THE BUDGET PLANNER
– Covers & spines – Budget Planner, Finances (4 pages)
– Optional Personalised Cover Page & Spine – please mention the wording you would like in the notes to seller when checking out e.g. Smith Family Budget Binder’, Dana’s Finances ect. (2 pages)

INCOME (1 Page)
– Income tracker – perfect if you have multiple income streams or just want to keep track of when you receive your paychecks and a running total of your income for the year. Can be used for any duration – daily, weekly, monthly, quarterly, semi-annually ect.
* Also refer to the budgeting section

SPENDING (30 pages)
– Recurring Expenses – Due Dates
– Fixed & Variable Expenses
– Payments (4 pages – 1 page per quarter)
– Payments with confirmation or cheque number
– 2 page expense anything – more detailed way to track spending for each category before recording into your monthly budget e.g. track how much you’re spending on groceries, fuel ect. – record each shop and then total for the week
– Upcoming expenses – record when major payments are due e.g. car registration, rates, taxes ect. so you can budget accordingly
– Paid Bills Checklist v3 (landscape – 2 pages, 6 months per page) – record when bills are due, amount and a checkbox to tick when paid
– Paid Bills Checklist v5 – record due date and amounts paid each month (or quarterly ect.)
– Paid Bills Checklist – same as v5 but with an extra column to record the amount (if bills/payments are fixed amounts)
– Paid bills checklist (portrait page orientation) – tick off recurring bills of the same amount
– Online Payments

*Daily spending – Use the spending record which can be used for any duration – refer to ‘any duration spending’ section below. You can also use the finance calendar (refer to ‘monthly’ below). Also use the daily budget (refer to ‘budget’ below)

– Weekly Spending – 2 page spread (portrait page orientation) for recording each day’s spending including the amount, description, who it was paid to and budget category (to make transferring into your monthly budget easier). It also includes a weekly summary for recording any bills and debt payments you made, as well as investments, savings, income ect. You can also compare your totals with your daily and weekly budget.

– Weekly Payments Tracker – e.g. if you pay your rent weekly, car payments ect. – can be used for any expense

– Fortnightly Payments Tracker – same as above but for fortnightly payments

ANY DURATION SPENDING
– Spending record – can be used for any period or you can use one page per category
– Payments (2 page portrait page orientation) – if you want to keep all your payments in the same sheet, use this printable
– Spending tracker (with amount left to record if you are on track)
– Spending tracker v2 – same as above but with a notes section e.g. if you live in a share house and want to record who paid for those expenses – especially handy for e.g. grocery shopping
– Expenses – shared – 2 person
– Expenses – shared – 3 person – record the date the bill, rent or other expense is due and the amount then for each person record their contribution amount and the date they paid/gave it to the payer if the account is in one person’s name
– Spending tracker with payment method – keep track of your spending including payment method e.g. cash, credit card, cheque ect.
– Payments – can be used for bills, car loan, mortgage ect – see them all on the one page.
– Credit Card Balance Tracker – keep track of spending and payments on your credit card and compare against your credit card goals.

CALENDARS (28 pages)
– Perpetual finance calendar – with side column to check off payments and bills when paid throughout the month as well as a monthly summary i.e. total income, expenses, savings ect. (Monday and Sunday start versions – landscape page orientation – 2 pages)

– Perpetual finance calendar – same as above but with side column to record daily spending (Monday and Sunday start versions – landscape page orientation – 2 pages)

– Payments calendar – up to 3 payments/bills due can be checked off per day (landscape – perpetual – one page per month, both Monday and Sunday start version included – 24 pages total)

SAVINGS (3 pages)
– 52 week savings tracker – blank – you choose what amounts you can afford to contribute each week based on your budget
– Monthly savings tracker
– Savings Tracker – can be used for any duration – blank so you can record any amount you like

BUDGETS (27 pages)
– Paycheck budgeting
– Simple budget – income and expenses on the one page
– Daily Budget (landscape page orientation – 2 pages)
– Weekly budgeting – most simplified budget I have created for those who just want to see everything on the one page
– Monthly budget by week (one page, portrait) – print more pages as needed
– Monthly Budget – expenses categorised in addition to savings, investments ect. (5 pages)
– Monthly budget – same format as above but category headings are blank so you can add your own (5 pages)
– Quarterly Budget (8 pages – 2 pages for each quarter) – for each quarter – first page has income and expenses, 2nd page has only expenses
– Annual Finances Summary – copy your totals from your monthly budgets
– Annual Finances Summary v2 – (page 1 – same categories as the filled in 5 page monthly budget, page 2 – blank for you to add your own categories)
– Annual budget

DEBT (4 pages)
– Debt summary
– Debt Repayments Tracker – any period
– Credit card purchases
– Credit Card Balance – record all debits and credits on your credit card/s to determine your running account balance
* If you would like a monthly debt tracker I recommend using the ‘payments – 2 page’ (refer above)

BANKING (10 pages)
– Cheque Register – portrait
– Chequebook register – landscape
– Account register – record all transactions for each of your accounts (including deposits) – use one account per page
– Account Register v2 – same as above without the deposits column
– Credit card account info
– Account info
– Online payment login details
– Online Payments
– B-PAY account details (for Australians)
– BPAY Payments (for Australians)

TAX (3 pages)
– Tax
– Tax Deductions
– Donations Tracker
* If you would like to record weekly tax paid the 2 page record anything by week can be used for this purpose (see expenses section)

INVESTMENTS (2 pages)
– Investment analysis
– Share Performance

GOALS (2 pages)
– Financial Goals
– Financial Goals v2

– Lined note paper (1 page)

DIVIDERS TO USE THROUGHOUT YOUR BINDER/PLANNER:
– January – December Receipts (12 covers)
– January – December (12 covers)

– Bills to Pay, Paid Bills, Income, Expenses, Retirement Planning, Savings, Children’s Bank Accounts, College Fund, Financial Goals, Savings, Mortgage, Rent, Home Expenses, Education Expenses, Coupons, Debt, Banking, Tax, Tax Return, Tax Deductions, Cheque Book, Cash, Credit Card, Calendars, Spending, Weekly, Fortnightly, Monthly, Quarterly, Annual Summaries, Vehicles, Recurring payments, Donations, Insurances, Property Tax, Medical, Car Insurance, Home & Contents Insurance, Life Insurance, Family Trust, Miscellaneous, Phone, Utilities, Gas, Water, Electricity, Cable, Shopping, Subscriptions & Memberships, Gifts, Filing, His, Hers, Student Loans, Accounts, Investments, Shares, Clothing, Pets, Groceries, Entertainment, Healthcare, Personal Care, Transportation, Insurances, Superannuation, 401K, Goals (69 dividers/covers)

And here’s a more detailed explanation of suggested uses for each page and a preview of some of the included pages.

INCLUDED
– Covers & spines – Budgeting Planning, Budget Binder, Finance Binder, Finances
– Optional Personalised Cover Page & Spine – please mention the wording you would like in the notes to seller when checking out e.g. Smith Family Budget Binder’, Dana’s Finances ect.

INCOME
– Income tracker – perfect if you have multiple income streams or just want to keep track of when you receive your paychecks and a running total of your income for the year. Can be used for any duration – daily, weekly, monthly, quarterly, semi-annually ect.

* Also refer to the budgeting section

SPENDING
– Recurring Expenses – Due Dates – put this at the front of your binder or in front of your calendar when planning when you need to transfer funds/pay online. Can be used not only for bills but any recurring expense e.g. car payments, mortgage payments ect. . in notes you may put e.g. car registration renewed 26 apr  frequency e.g. quarterly, annually, monthly, fortnightly ect. – I recommend using one per year, or notes may be this bill is split 50/50 if you are living in a share house. 2^nd page has January to june and space to record when that expense was paid (e.g. either the date or a cross below the month)

   

– Fixed & Variable Expenses – use this per person, for the whole family, monthly, quarterly, annually ect. record fixed expenses in thenotes you may say recurring monthly  or the monthly amount if you put the total amount in the amount column. Use monthly or annually recommended. See where you money is going nad how you can possibly cut back 0 good initial budgeting rool or review every year to see if spending is on track

– Payments (4 pages) – 1 page per quarter – record what the payment is for, when it is due, amount and confirmation number or cheque number

– Payments with confirmation, cheque or transaction number – use for bills, car repayments ect. in notes you might write automatic deduction – use one page for all expenses or use one page per type of expense e.g. one page for internet bills. In the notes you can record e.g. automatic deduction, whose account was used to pay the bill ect.

– 2 page expense anything 
Need a more detailed way to track spending for each category before recording into your monthly budget? This page can be used to track how much you’re spending on groceries, fuel, clothes ect. e.g. then total each week’s spending to determine the total amount spent that month and transfer to one of the monthly budgets, or transfer it weekly if you do weekly budgeting.

If you have multiple incomes, these pages can also be used to record tax paid each week (or just leave the weekly columns blank and record the monthly amount in the total column), or, if you are self- employed, you can budget or record how much to set aside for tax each week, based on your earnings.

You could also use it as a savings goal tracker e.g. if you’re saving up for a car, a house, retirement planning, investments ect.

These pages can probably be used for many other ways, these are just a few suggestions!  The best part about printables? Once purchased they’re yours to print endlessly for your PERSONAL USE so if you need more room to write just print another page/s.

– Upcoming expenses – record when major payments are due e.g. car registration, rates, taxes ect. so you can budget accordingly – write the date due in the smaller column and the expense in the larger column under each month. If you know how much each expense is going to cost, you may prefer the annual expenses page

– Paid Bills Checklist v3 (2 pages with 6 months per page) – space to record the date when each bill (or payment) is due, the bill amount for each month (can also be used for quarterly bills) with a box to check off when the bill has been paid.

– Paid bills checklist v.5 – this page is an updated version of the original paid bills checklist. It can be used for bills or any type of payment e.g. loan repayments.

– Paid Bills Checklist – Same as above but with an extra column to record the amount of the bill – good for fixed payments/bills such as your phone plan, rent ect.

– Online Payments 

– BPAY Account Details – Handy reference page for my fellow Australian’s who use BPAY

– BPAY Payments

DAILY SPENDING – Refer to:
– The spending record which can be used for any duration – refer to the ‘any duration spending’ section below
– The the finance calendar with daily spending (refer to the ‘monthly’ section below)
– The daily budget – refer to the ‘budget’ section below

WEEKLY SPENDING
– Weekly Payments Tracker – e.g. if you pay your rent weekly, car payments ect. – can be used for any expense – also another method of recording mortgage payments and can also record additional payments you make through the year.

– Weekly Spending – 2 page spread (portrait page orientation – Sunday and Monday start versions included) for recording each day’s spending including the amount, description, who it was paid to and budget category (to make transferring into your monthly budget easier). It also includes a weekly summary for recording any bills and debt payments you made, as well as investments, savings, income ect. You can also compare your totals with your daily and weekly budget.

 FORTNIGHTLY SPENDING
– Fortnightly Payments Tracker – same as above but for fortnightly payments.

 MONTHLY SPENDING
– Monthly income and expenses – landscape (2 pages – 6 months on each page) – good for comparing expenses that occur each month e.g. groceries, fuel. Record the total for each category from each month’s budget here, before totaling again and transferring into your annual summary.

CALENDARS
Some of you like the monthly calendar with daily spending from the ‘simple planner’ series (no chevrons) finance kit. So I’ve added it back in.

– Perpetual Monthly finance calendar with daily spending (Monday and Sunday start versions – landscape page orientation – 2 pages)

– Perpetual finance calendar – with side columns to check off payments and bills when paid throughout the month as well as a monthly summary i.e. total income, expenses, savings ect.  (Monday and Sunday start versions – landscape page orientation – 2 pages)

If you use calendars to track expenses, I find writing down not only when bills, repayments ect. are due, but also payday/s then working backwards from due dates to determine what days to pay bills or other expenses so they are paid on time and to ensure there will be enough in the account/s to pay the expense. When a payment is made, I also record the payment method e.g. ‘B’ for bank transfer, ‘CC’ for credit card, ‘C’ for cash ect. I made these alphabet stickers (I scaled them to 50% so they printed at 0.25 x 0.25″ instead of 0.5 x 0.5″) but you can also just type or write instead.

– Landscape calendars – perpetual (one page per calendar, both Monday and Sunday start version included – 24 pages) space to add days – up to 3 payments/bills due can be checked off per day

ANNUAL SPENDING

– Paid bills checklist (portrait page orientation) – tick off recurring bills of the same amount

– Paid bills checklistSame as above but landscape page orientation

– Annual expenses – similar to the ‘upcoming expenses’ page but spread over 2 pages (6 months per page) with an extra column to record the amount.

 ANY DURATION SPENDING

– Spending record – can be used for any period e.g. monthly or weekly or you can use one page per category e.g. groceries

– Payments checklist – 2 page portrait spread – if you want to keep all your payments in the same sheet, I recommend using this printable. It can also be used for bills, car payments, loan repayments ect.

Record the frequency and the amount you budgeted for each bill. There is space to record the actual amount paid each month, quarter ect. As the year progresses, compare the actual amounts paid against the budgeted amount. Then use the average of the amounts paid (the notes column can be used to record this) to determine the amount to budget for next year, or review more frequently if need be.

The title box on the second page is blank so you can type in the year or month, type of payments (e.g. business or personal), expense category, duration e.g. January ect. If you fill up the page – the best part about these being printable is that you can print them as many times as you need, for your personal use!

  

– Spending tracker (with amount left to record if you are on track). There is space to write your category if you want to use one page for each type of expense e.g. food, housing ect. or there is space to record the duration the record is for if you prefer to combine all expenses on the one sheet

– Spending tracker v2 – same as above but with a notes section e.g. if you live in a share house and want to record who paid for those expenses – especially handy for e.g. grocery shopping

– Expenses – shared – 2 person – record the date the bill, rent or other expense is due and the amount then for each person, record their contribution amount and the date they paid/gave it to the payer if the account is in one person’s name

– Expenses – shared – 3 person – same as above but for three people (and no notes column)

– Spending tracker with payment method – keep track of your spending including payment method e.g. cash, credit card, cheque or savings account

– Payments – can be used for bills, car loan, mortgage ect – see them all on the one page.

– Credit Card Balance Tracker– keep track of spending and payments on your credit card and compare against your credit card goals. Summary of the credit card account helps compare if you have multiple credit card, which one to pay off sooner. Use one sheet per credit card that you have. Compare your goals to actual spending.

– Expenses – by income & account – Keep track of what expenses are paid by what account. Useful for couples wanting to keep their finances separate, keeping business and personal expenses separate ect.

SAVINGS
– 52 week savings tracker – blank – you choose what amounts you can afford to contribute each week based on your budget – use one sheet per person and record what duration – you don’t have to start the first week of jan or first week of  a new financial year!

– Monthly savings tracker 

– Savings Tracker – can be used for any duration – blank so you can record any amount you like use one page per week, month, quarterly, bi-annually, annually ect. whatever works best for you

BUDGETS
– Paycheck budgeting – record expenses paid by each paycheck for up to 2 paychecks. Can be used for any duration e.g. weekly, fortnightly, monthly ect.

– Simple budget – record income and expenses on the same page. There are no categories so it is perfect for those with more ‘simple’ finances (e.g. college students)

The second page can be printed as many times as needed if you have more expenses. This budget can be used for any duration e.g. weekly, fortnightly, monthly ect. Use one page for all expenses, or use one page for each type of expense.

DAILY BUDGETING
– Daily Budget – Landscape page format (2 pages) – record amount spent against each category for each day of the month then total the amounts spent each day for each category and transfer into your monthly budget. There is also space to record daily income.

The first page has days 1 to 16, the second has days 1 to 31 and a column to record the total for the month for each expense. The second page’s title box is blank if you want to include the month, year, ‘Mom’s Spending’ and print another page for ‘Dad’s Spending’ ect.

WEEKLY BUDGETING
– Weekly budgeting – For those who want to keep it simple and see everything on the one page – record income, payments (bills, loan repayments ect.) for each week (write the day on the small line, check off when the payment has been made, describe the payment on the longer line and the amount on the right). Each day you can record spending – describe the transaction in the larger space underneath each day and the amount in the space on the right, then total everything and record in the summary section. You can then transfer the total for each week to your monthly budget.

– Weekly Budget – Income & Expenses for each day on the one page, then total at the end of the week

– Weekly Budget – Monthly budget by week (one page, portrait) – print more pages as needed

MONTHLY BUDGETING
– Budget – Categorised – Filled in  (5 pages plus 1 blank page to add your own category or print multiple pages and add multiple categories). This budget is an updated version of the budget that was included in the original finance binder, based on customer feedback.

This budget can be use for any duration – weekly, fortnightly, monthly ect. The title box on each page is editable so you can type in the month, week or dates the budget is for (or just type e.g. ‘Our Family Budget’ ‘2015 Budget’ or whatever wording you like)

‘Filled in’ means expenses are categorised (refer to the image below) e.g. food, housing, education, clothing, healthcare ect. There is also a section for recording savings, investments ect. Each category has space to record subtotals and on the last page is a summary (monthly income, expenses, end of period’s balance, last period’s balance, running total for the year) so you can compare how your budget is progressing throughout the year.

Note: The number of lines for each category varies. I have allocated e.g. more space/lines to utilities for example, than clothing

– Budget – Categorised – Blank – same as above but the categories are removed so you can type in your own

– Monthly budget – 2 pages – same format as above but category headings are blank so you can add your own

QUARTERLY BUDGETING
A lot of you preferred the option for quarterly budgeting from the non-chevron original finance set so a new and improved version is included:

– Quarterly Budget (8 pages – 2 pages for each quarter) – for each quarter – first page has income and expenses, 2^nd page has only expenses – page can be printed as many times as you need. If you don’t need the whole kit, it can be purchased separately HERE.

ANNUAL BUDGETING

–  Annual budget – best used at the start of the year. Total each expense from your monthly budget or estimate and use as a guide when calculating your monthly budgets. Can also be used standalone if you don’t want to budget weekly, fortnightly, monthly ect. 

– Annual Finances Summary – copy your totals from the monthly spending summary page

– Annual Finances Summary v2 – record income, expenses, savings, debt, investments and end of month balance for all 12 months on the one page

DEBT
– Debt summary – record details of all type of debt you owe, compare them and work out a strategy for prioritising which debts to pay off first, how much to pay off each month ect.

– Debt Tracker – an updated version of the debt tracker from the original chevron finance binder

– Debt Tracker – any period – record payments when due and when paid, you can also record any additional payments you made

– Credit card purchases – record all purchases you make on your credit card, including the date so you know when to pay them off to avoid paying interest, also space to record where you have actually paid for the purchase

– Credit Card Balance – record all debits and credits on your credit card/s to determine your running account balance

Debt Tracker – if you would like a monthly debt tracker I recommend using monthly using the ‘payments – 2 page spread’ 

BANKING

– Chequebook register

– Account register – record all transactions for each of your accounts – use one account per page

– Account Register v2 – similar to above but if you want more room to record details of the transaction and don’t want separate deposit and withdrawal columns

– Credit card account info – in the notes section I record things like ‘business credit card’ or ‘travel card’ and cross-currency conversion fees (I live in Australia and pre-convert AUD to USD then use when shopping online), you might also like to note if it is the card you use to buy groceries, or pay this off by the 15^th of every month, primary credit card, backup card, the interest free period ect. Or, if I had a credit card provided by a company that offers loyalty points for every purchase you make e.g. Qantas, I would record spend $___ and get ___ bonus points ect.

– Account info

– Online payment details – record usernames, passwords, account numbers , date payments are due ect. for online payments that you make (e.g. utilities). There is a notes section to record e.g. if it is set up for automatically deduct the amount from your credit card or bank account each month.

TAX
– Tax – record your income and deductions to determine your after tax income

– Tax Deductions – keep a running list throughout the year of items to claim on – perfect if you’re claim a lot such as if you have a business

– Donations Tracker – use one page per year or print multiple for each year

* If you would like to record weekly tax paid the 2 page record anything by week can be used for this purpose (see expenses section)

INVESTMENTS

Investment analysis – use this worksheet to analyse investments and choose which one is right for you e.g. property, shares, term deposit ect. – there is space to record details about the investment including expected return, risk level, minimum deposit and conditions (e.g. payment due in 30 days) and upfront costs. Assess the investment based on the expected return and costs on a weekly, fortnightly, quarterly, semi-annually and/or annual basis to determine expected profit or loss (P/L). There is additional note space if you need to write further details about the investment.

Share Performance – for those that invest in shares, keep track of how many shares you have in different companies. Each time you purchase shares in the company, record the purchase date, qty, price paid per share, sale price, sale date and profit or loss. There is also space to record dividends, and a notes section to write anything you like – this will help you compare which shares are profitable as well as when to sell to ensure you earn a profit.

GOALS

– Financial Goals – See all your short, medium and long term goals on the one page. This is an updated version of the financial goals page from the original chevron finance binder.

– Financial Goals v2 – you can track your progress using the 52 week savings tracker – first page has suggested categories, second page there are no categories so you can type in/choose your own (2 pages total)

And as is included in all of the planner sets – lined note paper

DIVIDERS TO USE THROUGHOUT YOUR BINDER/PLANNER:
Bills to Pay & Paid Bills, Income, Expenses, Retirement Planning, Savings, Children’s Bank Accounts, College Fund, Financial Goals, Savings, Mortgage, Rent, Home Expenses, Education Expenses, Coupons, Debt, Banking, Tax, Tax Return, Tax Deductions, Cheque Book, Cash, Credit Card, Calendars, Spending, Weekly, Fortnightly, Monthly, Quarterly, Annual Summaries, Vehicles, Recurring payments, Donations, Insurances, Property Tax, Medical, Car Insurance, Home & Contents Insurance, Life Insurance, Family Trust, Entertainment, Miscellaneous, Phone, Utilities, Gas, Water, Electricity, Cable, Groceries, Shopping, Subscriptions (use for magazines, blumbox ect.), Gifts, Filing, His, Hers (if you keep you and your partners’ finances separate), Student Loans, Accounts, Investments, Shares, Superannuation, 401K

… So, in summary, here is a list of all the pages now included in the updated and expanded finance/budget binder:

INCLUDED IN THE BUDGET PLANNER
– Covers & spines – Budget Planner, Finances (4 pages)
– Optional Personalised Cover Page & Spine – please mention the wording you would like in the notes to seller when checking out e.g. Smith Family Budget Binder’, Dana’s Finances ect. (2 pages)

INCOME (1 Page)
– Income tracker – perfect if you have multiple income streams or just want to keep track of when you receive your paychecks and a running total of your income for the year. Can be used for any duration – daily, weekly, monthly, quarterly, semi-annually ect.
* Also refer to the budgeting section

SPENDING (30 pages)
– Recurring Expenses – Due Dates
– Fixed & Variable Expenses
– Payments (4 pages – 1 page per quarter)
– Payments with confirmation or cheque number
– 2 page expense anything – more detailed way to track spending for each category before recording into your monthly budget e.g. track how much you’re spending on groceries, fuel ect. – record each shop and then total for the week
– Upcoming expenses – record when major payments are due e.g. car registration, rates, taxes ect. so you can budget accordingly
– Paid Bills Checklist v3 (landscape – 2 pages, 6 months per page) – record when bills are due, amount and a checkbox to tick when paid
– Paid Bills Checklist v5 – record due date and amounts paid each month (or quarterly ect.)
– Paid Bills Checklist – same as v5 but with an extra column to record the amount (if bills/payments are fixed amounts)
– Paid bills checklist (portrait page orientation) – tick off recurring bills of the same amount
– Online Payments

*Daily spending – Use the spending record which can be used for any duration – refer to ‘any duration spending’ section below. You can also use the finance calendar (refer to ‘monthly’ below). Also use the daily budget (refer to ‘budget’ below)

– Weekly Spending – 2 page spread (portrait page orientation) for recording each day’s spending including the amount, description, who it was paid to and budget category (to make transferring into your monthly budget easier). It also includes a weekly summary for recording any bills and debt payments you made, as well as investments, savings, income ect. You can also compare your totals with your daily and weekly budget.

– Weekly Payments Tracker – e.g. if you pay your rent weekly, car payments ect. – can be used for any expense

– Fortnightly Payments Tracker – same as above but for fortnightly payments

ANY DURATION SPENDING
– Spending record – can be used for any period or you can use one page per category
– Payments (2 page portrait page orientation) – if you want to keep all your payments in the same sheet, use this printable
– Spending tracker (with amount left to record if you are on track)
– Spending tracker v2 – same as above but with a notes section e.g. if you live in a share house and want to record who paid for those expenses – especially handy for e.g. grocery shopping
– Expenses – shared – 2 person
– Expenses – shared – 3 person – record the date the bill, rent or other expense is due and the amount then for each person record their contribution amount and the date they paid/gave it to the payer if the account is in one person’s name
– Spending tracker with payment method – keep track of your spending including payment method e.g. cash, credit card, cheque ect.
– Payments – can be used for bills, car loan, mortgage ect – see them all on the one page.
– Credit Card Balance Tracker – keep track of spending and payments on your credit card and compare against your credit card goals.

CALENDARS (28 pages)
– Perpetual finance calendar – with side column to check off payments and bills when paid throughout the month as well as a monthly summary i.e. total income, expenses, savings ect. (Monday and Sunday start versions – landscape page orientation – 2 pages)

– Perpetual finance calendar – same as above but with side column to record daily spending (Monday and Sunday start versions – landscape page orientation – 2 pages)

– Payments calendar – up to 3 payments/bills due can be checked off per day (landscape – perpetual – one page per month, both Monday and Sunday start version included – 24 pages total)

SAVINGS (3 pages)
– 52 week savings tracker – blank – you choose what amounts you can afford to contribute each week based on your budget
– Monthly savings tracker
– Savings Tracker – can be used for any duration – blank so you can record any amount you like

BUDGETS (27 pages)
– Paycheck budgeting
– Simple budget – income and expenses on the one page
– Daily Budget (landscape page orientation – 2 pages)
– Weekly budgeting – most simplified budget I have created for those who just want to see everything on the one page
– Monthly budget by week (one page, portrait) – print more pages as needed
– Monthly Budget – expenses categorised in addition to savings, investments ect. (5 pages)
– Monthly budget – same format as above but category headings are blank so you can add your own (5 pages)
– Quarterly Budget (8 pages – 2 pages for each quarter) – for each quarter – first page has income and expenses, 2nd page has only expenses
– Annual Finances Summary – copy your totals from your monthly budgets
– Annual Finances Summary v2 – (page 1 – same categories as the filled in 5 page monthly budget, page 2 – blank for you to add your own categories)
– Annual budget

DEBT (4 pages)
– Debt summary
– Debt Repayments Tracker – any period
– Credit card purchases
– Credit Card Balance – record all debits and credits on your credit card/s to determine your running account balance
* If you would like a monthly debt tracker I recommend using the ‘payments – 2 page’ (refer above)

BANKING (10 pages)
– Cheque Register – portrait
– Chequebook register – landscape
– Account register – record all transactions for each of your accounts (including deposits) – use one account per page
– Account Register v2 – same as above without the deposits column
– Credit card account info
– Account info
– Online payment login details
– Online Payments
– B-PAY account details (for Australians)
– BPAY Payments (for Australians)

TAX (3 pages)
– Tax
– Tax Deductions
– Donations Tracker
* If you would like to record weekly tax paid the 2 page record anything by week can be used for this purpose (see expenses section)

INVESTMENTS (2 pages)
– Investment analysis
– Share Performance

GOALS (2 pages)
– Financial Goals
– Financial Goals v2

– Lined note paper (1 page)

DIVIDERS TO USE THROUGHOUT YOUR BINDER/PLANNER:
– January – December Receipts (12 covers)
– January – December (12 covers)

– Bills to Pay, Paid Bills, Income, Expenses, Retirement Planning, Savings, Children’s Bank Accounts, College Fund, Financial Goals, Savings, Mortgage, Rent, Home Expenses, Education Expenses, Coupons, Debt, Banking, Tax, Tax Return, Tax Deductions, Cheque Book, Cash, Credit Card, Calendars, Spending, Weekly, Fortnightly, Monthly, Quarterly, Annual Summaries, Vehicles, Recurring payments, Donations, Insurances, Property Tax, Medical, Car Insurance, Home & Contents Insurance, Life Insurance, Family Trust, Miscellaneous, Phone, Utilities, Gas, Water, Electricity, Cable, Shopping, Subscriptions & Memberships, Gifts, Filing, His, Hers, Student Loans, Accounts, Investments, Shares, Clothing, Pets, Groceries, Entertainment, Healthcare, Personal Care, Transportation, Insurances, Superannuation, 401K, Goals (69 dividers/covers)

All pages are editable except the covers and dividers. What does Editable mean?…

EDITABLE DOCUMENTS
– When you open the file there will be light blue boxes where you can type in your information (this will NOT remain light blue when printed)
– You can still print and hand-write on the sheets (the blue boxes won’t appear on your printed copy)
– The fillable font is helvetica in black
– The checkboxes are not editable. The sheets are intended for filling out on your computer and checking off by hand
– The covers, dividers and spines are not editable
– For copyright protection, the layout of the documents, including existing text cannot be changed

If you’re feeling a little overwhelmed and not sure where to start I would make a list of all the things you need to keep track of e.g. bills on a monthly basis, spending on a weekly basis, fortnightly paydays, weekly savings, annual financial goals, budgeting on a monthly basis ect. which will help you narrow down which pages you need.

Using the dividers

Depending on how much paperwork/how big your household is, you may need more than one binder or notebook. Some dividers may actually be ‘covers’. I recommend the following:
– Store receipts in a separate binder and within that binder by category e.g. groceries, gifts, ect.
– One binder for insurances – life, health, car ect.
– One for bills – water, electricity, gas, cable
– Keep business income and spending separate to your family’s income
– Keep tax documents separate – and use the ‘his’ and ‘hers’ dividers
– Keep investments separate
– Keep retirement fund separate

Assembling your Planner

I recommend the:
– Arc Notebook system or Levenger (allows you to remove and rearrange pages as often as you like)
– 3 ring binders
– Mini binders (the pages are full size, for half size printing instructions, please see this post)
– Coil, spiral or comb binding
– Filofax
– If you use the Erin Condren or Plum Paper Planners – you can print the pages at that size. please see this post for instructions.

I was previously using a 3 ring binder but found it was too bulky. I have since switched to the Arc Notebook. I use the A4 version as I live in Australia – it can be purchased from Staples.com.au (Staples often do discounts around back to school time. I think they also give you a voucher when you sign up). For USA readers, Staples.com stocks the letter size version. You can also get half size and A5 size versions. I have purchased both the poly and leather versions and much prefer the leather which costs more but is more sturdier and will last longer. The leather also comes in a range of colours: black, pink, blue and green. No I am not a spokesperson for the Arc system – I just really like the product!

What Pages Do I use?

I do not use all the pages. The pages are designed to appeal to everyone. Over the past 2 years I have been tweaking my budget/finance binder switching out and updating layouts of planner pages until I have found a system that works for me. For example, I do not do a daily budget but I do keep weekly, monthly and annual budgets. I do not budget by quarter but I have had customer requests for quarterly budget planners so I have created and added those to this set. There are plenty of options for any budgeting style as I think it is important that YOU choose which pages will work best for YOU otherwise you won’t use them!

Printing the Pages

The pages are A4 size. They can be printed at letter size, half size, A5, junior arc size, Filofax, personal size, Erin Condren planner size or any other size you like – please see this blog post for printing instructions and tips. For sheets with 1 page e.g. chequebook register, there are 2 copies of the same page in the PDF file if you would like to do duplex printing or ‘2 page page’ printing then cut the sheets in half for half size pages. You can also do duplex printing for those with multiple pages e.g. the categorised budget. Please see this blog post for printing instructions.

Upgrade Information

If you have previously purchased this set (either just the finance set or a bundle containing the original finance set such as the ‘Get it All’ bundle, Direct Sales Planner bundle ect.) contact me at allaboutthehouseetsy@yahoo.com.au or via Etsy with your order number and email address and I will set up a custom listing for the upgrade (cost is $8AUD). See here to convert this amount into your currency.

Do you think these planner pages will work for you?

If you are eager to start budgeting (said no one ever!), you can purchase this planner via these links:

Online Store: Light blue, dark blue, pink, purple, green, black, grey
Etsy: Light blue, dark blue, pink, purple, green, black, grey

Don’t need the whole set? Some of the popular planner pages are available individually in the online store so you can create your own kit.

The original finance set can be purchased through the Online Store and Etsy, as well as the non-chevron version: Online Store, Etsy.

All 7 colours will be available for purchase shortly if you can’t decide on a  colour, want to mix and match or use the printables e.g. for your family (one colour) and home business use (a different colour).

If you think there is something STILL missing comment below and I may make it available as a freebie 🙂

If you like to try a free coordinating printable. This paid bills checklist is available as a FREE (for personal use only) download here. Just checkout as though you are making a ‘purchase’ – you will not actually have to pay anything.

I have been considering add a red version to the chevron planner series – what do you think?

COPYRIGHT

All printables are (c) AllAboutTheHouse Printables. They may not be copied, resold, shared, given away, distributed, made available for free on your blog ect. They are for the purchasers PERSONAL USE ONLY. Copying these designs is COPYRIGHT INFRINGEMENT and it is ILLEGAL.

Printable Rainbow Calendar Stickers for Erin Condren Planner (or any type of planner)

Today’s post is for all you die-hard Erin Condren fans! You guys loved my calendar stickers so I’ve made stickers that are especially designed to fit the Erin Condren Life Planner! (They can also be used for other planners such as plum paper and my 2015 printable planners)

And for those of you who have asked for a smaller size for the other calendar stickers, please see this post which has helpful screenshots on how to change the page scaling (e.g.  100% to 50% will make them 0.375″in size.

UPDATE: New half inch (0.5″) square stickers are also available with each sheet featuring a different icon e.g. gas pump, dollar sign, laundry, trash can ect. Visit my Etsy store, AllAboutTheHouse for the full range. More stickers have also been added including triangle corner stickers, ECLP full box, daily sidebar and checklist stickers for the ECLP Horizontal version, flag stickers and much more!

These templates and designs take a long time to make and I have priced them affordably so you can add a special personalized touch to your planner without breaking your bank. Please do not abuse this and respect the time it takes to create these designs. These files are strictly for PERSONAL USE ONLY.

So, here are the newest stickers!

Morning/Day/Night Sections (but can be used in other sections of the planner – or in any planner) – The stickers are close together on the template making it easier if you are cutting them by hand or using a guillotine (which I recommend) or paper trimmer.

Full Box stickers for the white spaces underneath the Morning/Day/Night titles

Due Stickers – for school assessment due dates, bills to be paid, goals, to do’s ect. (they can be used daily, weekly or even monthly – whatever works best for you)

Tick List Stickers – can be used for to do lists, chores, goals, homework, work tasks, blogging to dos, bills to pay ect.

Checklist stickers –  use for to do lists, chores, goals, homework, work tasks, blogging to dos, bills to be paid ect.

Weekly Stickers – Sunday and Monday start versions included – can be used for expense tracking, income tracking, meal planning, weight and measurements, calorie counting, number of steps, routine chores, prioritising most important task per day, gratitutde, medication/prescriptions, exercise for the week, hrs worked, hrs studied ect.

Numbered List – for priority to do lists, time scheduling ect.

Heart List Stickers – can be used for to do lists, chores, goals, homework, work tasks, blogging to dos, bills to pay ect.

Lined Stickers – for general note taking, do lists, chores, goals, homework, meal planning, work tasks, blogging to dos, bills to be paid ect. Need half box size? (for underneath each day) – just cut to size

Flag stickers – large and small – width will fit the width of the white boxes under the morning/day/night headings. The small flags can be used in any direction e.g. lengthways or vertically (as shown below).

Large Flags (for the sections underneath the Morning/Day/Night titles) – in rainbow (as shown) and grey

Small Flags – you can rotate and use these in whatever direction works best for you – they fit the width of the white box underneath the ‘morning, day, night’ titles – they come in rainbow and grey

0.25″ (quarter inch) Round Stickers – great for colour-coding. Cut into strips and use in the white boxes underneath the morning/day/night titles, or print a strip and place over the lined goals section on the side (if you need another size or e.g. 0.25″ square stickers ), please contact me 

Bill Due/Payments stickers – write the bill and amount in the white space. I use a different colour for each type of bill e.g. pink = electricity, purple = phone ect.

Study – High school/college student stickers

Meal Planning Stickers

Shop all calendar/planner stickers on Etsy or in the online store – there are now over 250 stickers to choose from!

If you just can’t get it enough, you can now purchase all planner stickers currently available for one low price! Visit the Etsy shop to purchase!

And for all the planner addicts, you can purchase all stickers and all chevron planner printable sets currently available here

UPDATE: Unfortunately I have had to remove the Get It All bundles due to customers computers not being able to handle the MASSIVE number of files (hundreds) through one download link resulting in me having to send them via email which meant I was actually losing money.

The Get It All planner bundle is still available. But the Get It All sticker bundles have now been replaced with Choose 5, Choose 10, Choose 15, Choose 30, the Mystery Bundle (which contains a lot of best sellers!) and the Sticker Subscription (you choose the duration for the subscription).

A note about printing: matte sticker paper is recommended if you want to write on the stickers. See here for a list of places to purchase label paper from. Re-positionable full sheet label paper is available from Staples among other places. I’ve found that buying label paper online is cheaper than in store. Online Labels sells 100 sheets for $30 or just 30c for a whole page of stickers!

I also get asked how I cut the stickers. I use a paper trimmer I purchased a few years back. I can’t remember where I bought it from but it is similar to this one. I prefer that style of paper trimmer to this style as I find it easier to see where I’m cutting and easier to cut multiple sheets at once. I print off sticker sheets, set up my paper trimmer in the front of the tv and by the end of a show I’ve cut all the stickers! For the flag stickers I use scissors for the flag ends. If you want round stickers I recommend using a craft punch such as this one.

These stickers are STRICTLY FOR PERSONAL USE ONLY. NO COMMERCIAL USE is allowed including: reselling, printing and selling, sharing, giveaways and posting them on your blog for others to download. If someone you know would like a copy, please direct them to my store. You may NOT PROFIT FROM these stickers in any way – thank you for respecting the time it takes to create these designs!

I get a lot of enquires regarding if there is a printed and shipped to your door option for these stickers so I want to know:

I live in Australia – I know many of you live in the USA so the other thing I would like to know is:

I have some good news – you can also purchase the Photoshop templates I have created and make your own stickers. AND you CAN sell the stickers you make with the templates in digital and/or printed form. But you CANNOT sell the photoshop template, share, sell, giveaway (such as make directly available for download from your blog – please direct people to my store to purchase themselves if they are interested). If you are interested in purchasing, please contact me at allaboutthehouseetsy@yahoo.com.au

Customers often ask me how I make these stickers. To see if this would be feasible, please let me know how much you would pay for a comprehensive guide on how to make your own calendar stickers? (for personal and/or commercial use). I would include in the guide 5 different ways for making calendar stickers (with free and paid software) and where to buy sticker paper from (USA and Australia).

Are there any other sticker designs, colours or sizes you would like to see? If so, please comment below – I am a bit obsessed with making stickers at the moment!

For those of you who love washi tape, check out my sister’s Etsy store, CarefullyCraftedbyJo.

Because I am so grateful for my customers I’ve also made FREE dashboard printables! These use the same colour scheme as the Rainbow Planner and all of the calendar stickers.

The dashboards are 2.75″ wide x 6.75″ high which will fit pretty much any planner including: letter size planners, arc (letter size and junior size), A4, A5, filofax, portable daytimer, franklin covey, Plum Paper, both sizes of my Rainbow Planner and of course the Erin Condren life planner (or any of her notebooks ect.).

To make your dashboard
1. ‘Purchase‘ the template (it’s free – just add to cart and ‘checkout’) then print the template onto letter size 8.5 x 11″ or A4 size paper
To make double sided dashboard take 2 copies of the template e.g. one side the checklist, the other lined for notes and use double sided tape or glue tape (so the pages aren’t too fat to laminate) to adhere together before laminating. I recommend printing onto cardstock but this is not necessary.

2. Laminate
If you do not have a laminating machine – your local office supply store e.g. Staples, Officeworks ect. will do this for you inexpensively

3. Cut around the dashboard, leaving approx half an inch of laminate on one side for punching the holes

4. If using with your Erin Condren planner, you can purchase coil clips from her website. Otherwise use the Arc punch if you have an Arc notebook (this is what I did), or use a hole punch if you are using a 3 ring binder or similar.

5. Use dry erase markers or fine tip pens to write on and wipe clean with a cloth, tissue ect.

You can also print a bunch and turn them into a tear-off notepad. Add a magnet and place on your fridge for a grocery list, meal planning ect.  There are many tutorials for how to do this, here are a few: Playful Learning, She Knows, Skip To My Lou, ChicandJo, agusyornet and ThreeBySea.  When I made mine I used modge podge. If you’re concerned about printer ink – the stripes also print nicely in greyscale.

A note about free printables:

All printables offered on my blog are for PERSONAL USE only – thank you!

You may:

– Print as many copies as you like for your personal use

– Use them in a group or classroom setting

– Share the link to blog post with the free printable on your blog (but do NOT share the free printable on your blog)

– Pin away! PLEASE pin directly from this page or the blog post with the free printable, not the direct printable link

You may not:

– Sell or distribute any of my files

– Host any of my files on your own website (please provide a link back to this page)

– Upload my files to a shared website (4shared, Rapid Fire, Dropbox etc)

– Email a copy of my files or a direct link to the download to another person (please send them to this page or the blog post with the free printable)If people violate the terms of use I will remove all free printables from my blog.

Direct Sales Planner – EDITABLE

I had so much fun creating this Direct Sales Planner. I’ve tried to think of everything so you don’t have to! There will probably be more pages than you need but you can mix and match and choose which pages work best for you.

This planner is great if you’re just starting out in direct sales or are a pro! Below are some of the 150 pages included in this set (I cannot show previews of all pages as some people have copied pages from my other planner sets).

This planner is available in 7 colours (see photo above). To purchase, click HERE. Also available on Etsy – see HERE. Direct links to each colour: purple, pink, green, light blue, dark blue, grey, black. Can’t decide on a colour? Purchase them all HERE

The pages are letter size but can be printed at any size you like (such as half size or 8.5 x 5.5″) by changing a few setting on your printer menu. See this post for printing tips (and helpful screenshots of what to select).

INCLUDED

– Cover Page & Spine (this can be personalised with your choice of text, just mention your title wording when placing your order at the checkout).

– This Belongs to page to record your contact details in case your planner is lost

– Dividers (34) – Contacts, time management, Finances, products, parties, business cards, clients, Catalogues, Miscellaneous, Marketing, Goals, Personal, Inventory, Orders, Income, Expenses, Calendars, To Do, Weekly, Receipts, Coaching, My Team, Notes, Tax, My Business, Hostesses, Sales, Customers, Week 1, Week 2, Week 3, Week 4, Week 5 (have so many parties you can’t keep up, organize documentation by week to help you find it easier, also good for weekly goal setting, organizing to dos ect .),

– January to December Dividers (12 pages – writing is on the side so you can easily find what month you are looking for)

Time management

– 2 page calendar with notes, goals and to do’s for the month

– 2 Page Weekly planner – weekly summary including number of parties, income expenses,  sales ect. a checklist for common tasks such as recording mileage, social media checklist and a blank checklist & goals section. Plenty of writing space for each day with a separate section down the bottom you can type in the title for e.g. meals, personal, checklist, daily tasks ect. The file is set up for duplex printing. Sunday and Monday start versions are included (4 pages total).

– To do checklist

– Monthly to do checklist (blank and filled in – 2 pages)

– Daily Planner – includes: schedule from 6am to 9pm, glasses of water tracker, checklist, stats (e.g. income & expenses), lined notes and dinner. 2 versions – one with blank checklist (see below) and one with pre-filled common tasks. Available individually here

– Undated perpetual 12 month calendar (landscape orientation) – use for anything you like e.g. social media calendar, record income and expenses for each day, parties, meetings, appointments, your personal life ect.

– Weekly planner (portrait) – lined – space to plan each day, a weekly checklist (e.g. post thank you cards, follow up calls ect.), goals and notes.

– Weekly planner (portrait) – same as above but with a blank checklist for each day (instead of lined writing/typing space)

 Goals

– Business Ideas – a page that can be used for goal setting and/or business development, includes idea, goal completion date, steps to complete and notes (2 ideas/goals per page)

– Goal planner – can be used by you and/or your team. Breakdown your goal into steps to complete, goal completion dates for each step, supplies needed, motivation for completing the goal and reward

– Goals – 3 goal planning sections per page – record your goal, due date, steps to complete (with due dates for each step) and your reward

– My Progress – can be used weekly, bi-monthly, monthly or any period you choose. Record your top 3 goals and stats including goal number of party bookings versus actual, record a list of each event/party you held as well as the number of sales, profit and bookings from that event/party, incentives earned, commission, what worked, what didn’t work, coaching & training, the latest catalogues and special offers, ect.

– Important Dates – Use this for writing team member birthdays or for annual planning, goal setting ect.

Products

– Inventory – record the item name, product number and quantity you have on hand so you know when to restock

– Giveaways summary – have so many parties and just want to know how much product you’ve given away? Summarise all your giveaways held at each party on the one page and also include if the item was shipped, or, if claimed at the party, then record the party date. Also available individually here 

– Giveaways – record giveaways in more detail, including personalisation if applicable

– Mail tracker – 2 versions – one for recording when you have shipped customer orders and one for all other mail (e.g. to team members)

– Free Products

– Replacement orders

– Missing items

– Samples and Display Inventory  – keep track of how many samples you have for each product, re-order date, quantity, cost and when received

– Wish list – use this yourself or give to your customers to fill out!

– Re-orders –product, product code, qty, re-order date and received

– Backordered Items – list items that are on back order and when they are expected to be back in stock – take this with you to parties for reference.

– Backorders – list customer orders for items on backorder, as well as when they are sent and received by the customer (tick column is to write the date the customer received the item)

– Catalogues

Parties

– Comprehensive 13 page party checklist – use all of the pages or only those that you need – includes: guest list, before the party countdown to do lists, information about the hostess and a plan for the party, samples put out at parties and when need to be restocked as well as a review including what worked, what didn’t work ect., party summary including expenses, sales, recruits, bookings ect. I recommend using in conjunction with the contacts pages, notes page, the wish list and any other pages that work for you

– Follow Ups – Hostesses (2 pages) – keep a running list of past hostesses and record when followed up regarding future parties. Second page can be used for any type of follow ups required e.g. hostesses, customers, recruit leads, coaching ect.

– Customer Information

– Upcoming Events – I recommended using this the week before when you have multiple parties/events

– Event summary – list all your events and the profit, sales, bookings and recruits from each event. This sheet can be used for any duration e.g. weekly, monthly, annually

 Income & Expenses

– Mileage tracker (portrait page orientation). Available individually here

– Mileage tracker (landscape page orientation) Available individually here

– Income log – keep a running total of income earned from parties, vender shows ect. Can be used weekly, monthly ect.

– Direct  Selling Expenses – (2 pages – blank – shown below – and filled in) with categories such as fuel and car expenses, parties, office supplies, hostess gifts ect. – compare budgeted with actual and note whether they are tax deductible – designed to use annually as a yearly summary but could be used monthly if you prefer. Also available individually, see here

– Direct Selling Spending log – record all your expenses, including whether they are tax deductible. If you have a lot of the same expenses e.g. shipping and wholesale orders, I’d recommend using one page per type of expense

– Direct Sales Expenses by month (landscape, 2 pages) – record the totals for each month – 6 months per page

– Spending Record (landscape) – date, category, item, payment method, price, shipping, total cost, received. Also available individually, see here

– Spending log – portrait page orientation – include the date, item, amount and a column for recording if the item is tax deductible (to transfer to the page below)

– Tax – Record your income (e.g. parties, wholesale, blog ect.), deductions and tax paid to determine your after tax income.  Handy if you submit online and/or want to keep a detailed copy of your own records to refer back to (note that tax documents should be kept for 5 years).

Contacts

– Team Contacts. Also available individually, see here

– Hostess contacts – similar to the page above. Use the notes section to e.g. write their birthday, when they want to host another party, what products they are particularly interested in ect. Also available individually, see here

– Lead contacts. Also available individually, see here 

– VIP Customers

– Potential recruits  (summary contacts page)

– Potential hostesses (summary contacts page, similar to above)

Coaching

– Potential Recruits Checklist Summary – keep track of all potential recuits on the one page with sections for e.g. initial contact ect. . 2^nd page is blank for you to choose your own tasks (landscape page orientation)

– New Consultant Checklist – to do’s for new consultants with space to add up to 5 consultants per page (blank and filled in – 2 pages)

– New Consultant (one page for each consultant). Also available individually, see here

– Consultant Info – record contact details, favourites (e.g. colour) for rewards, goals and how you will work together to achieve them and training checkpoints

My team

– Team Meeting – topic, lined notes section for discussion and action steps to do before the next team meeting

– Team Meetings summary

– Team Recognition – keep details of rewards and incentives, who earned them, reason and when the reward has been sent

– My Team –  can be used weekly, bi-monthly, monthly or any other time period you like. Record incentives, new recruits, what worked and didn’t work, list upcoming meetings and new recruits

– Team Coaching – Summary page. Also available individually, see here

Sales

– Bookings – Keep a running list of all your bookings (if you prefer not use calendar format). Can be used for any duration e.g. monthly, weekly.

– Returns – record details including: date, customer, item, order #, amount (including postage and handling) and reason

– Order invoice – record details about each sale including payment method, if they used a gift certificate, contact details, items they ordered, your material cost and profit, shipping details ect.  (one page – shown below – is for up to 10 items, the second page is an ‘add on’ page if customers order more than 8 items). Also available individually, see here

– Sales Record (print and take this with you to parties) – sale date, customer, product, product #, order #, catalogue, price, payment method, shipped (this can be used for each party, weekly, monthly ect.)

– Orders tracker – if you prefer to organize your your sales with orders from multiple parties on the one page. Includes sections for: order #, order date, party, customer, shipped and received

Business

– Lined notes page

– Password Log

– Supplies list – blank and filled in (2 pages)

– Direct selling tips – keep a running list of tips, game ideas ect. you get from other consultants or ideas you come across on the internet, from coaching sessions ect.

– Social media calendar. Also available individually, see here

– Newsletter Subscribers

– Gift Certificates – Record details of all gift certificates issued on one page

– Shopping lists (2 pages) – 4 mini checklists for party & hostess gifts, business supplies, team supplies, miscellaneous supplies and a second blank page for you to choose your own lists

– Hobby or business? Rate stats such as number of parties and sales on a scale of 1 – 9 to assess whether you have a hobby or are running a business and areas that may require more attention. E.g. 1-3 hobby, 4 – 6 maintaining, 7 – 9 growing. If you prefer you can also record your monthly stats here.

– Vendor Shows. Also available individually, see here

– Vendor Shows – Landscape (summary page if you do a lot of vendor shows – includes space to record: date, time, location, contact info, cost, door prize & table giveaway).

In total, there are 150 pages.

All pages (except the covers and dividers) are editable if you want to add your information before printing. There is also enough room if you still want to hand-write on the pages.

EDITABLE means:

– When you open the files there will be light blue boxes where you can type in your information (this will NOT remain light blue when printed).
– You can still print and hand-write on the sheets (the blue boxes won’t appear on your printed copy)
– The fillable font is helvetica in black
– The actual layout of the printable including pattern, pattern colour, font style, existing text ect. are not editable and cannot be changed

The pages can be printed on A4 and /or letter size (8.5 x 11″) size paper. For tips on printing the pages as half size, A5, filofax or any other page size, please see THIS POST.

To purchase, click HERE. Also available on Etsy – see HERE. Direct links to each colour: purple, pink, green, light blue, dark blue, grey, black. Can’t decide on a colour? Purchase them all HERE

Don’t need the whole set? Some of the planner pages can be purchased individually, please visit the online store HERE

This set has been added to the GET IT ALL bundle available HERE through Etsy or HERE through the online store.

 

All pages are (c) AllAboutTheHouse and are for personal use only. Copying, sharing and/or distributing is STRICTLY PROHIBITED.

Moving Planner – Editable

As you may have guessed from my last post on my new Garage Sale Planner – I am moving house! I knew I needed to develop a system to get everything in order through all the craziness so I created  a Moving Planner!

 I ended up with 46 pages which have so far been a big help in getting everything organised for Moving Day (which, thankfully, is still 6 weeks away!) As these pages are more of a ‘temporary use’ instead of organizing them in a binder I decided to use a display book instead.

 Here’s  a list of everything that’s included:

– Moving Planner binder cover and spine (in 3 sizes to suit any binder)

– Binder dividers – Moving Checklists, Receipts, Expenses, Box Inventory, Current Home, New Home, Contact Info, Moving Estimates

These pages are EDITABLE:

– ‘This belongs to’ page in case your planner is misplaced

– 6 page comprehensive moving checklist (filled in and blank versions)

– Questions for the movers (2 pages)

– Moving Estimates Comparison (2 pages)

– Info Sheet for movers

– Categorized Moving budget (blank and filled in) – 2 pages

– Moving expenses

– Box inventory

– Box inventory summary

– Boxes in Storage

– Box Inventory by Number – 4 pages with one line per box (numbered 1 to 140)

– Room Colors (USA and AU spelling versions included)

– Room door hanger labels (option for color-coding)

– Change of address notices checklist

– We’ve Moved Announcements

– Contact list – 5 pages of contacts plus a blank page

– Follow Ups

– To do checklist (new house) and to do checklist (old house) – 2 pages

– Moving to do checklist (1 page) and moving checklists (1 page that has 4 checklists that can be used e.g. for each room)

– Lined note paper

So let me show you how I am organizing my move! First I created a countdown moving checklist and broke tasks down into 8 weeks before the move until after moving day. I invested a lot of time making sure the list was very comprehensive so I could have less stress later on!

If you right click on the photo then select ‘open in new tab’ you can then enlarge the photo to see better 🙂 This checklist is available individually if you don’t need the whole set.

Moving Supplies Checklist

Change of address notices

Moving Announcements

There have already been a lot of phone calls so I have a follow ups sheet instead of heaps of sticky notes!

To help with those I have a moving contacts sheet

Unfortunately moving also means updating our address for well, everything. I ended up with 5 pages of things I need to up my address for e.g. insurances, memberships, medical services, schools, the vet ect. I also created a blank sheet because I’ll no doubt think of some more things I need to update my personal information for.

Questions for the movers (there’s also a second page with more questions, room to type in your own questions and a lined notes section)

Moving Estimates – there’s also space to compare storage hire units!

Moving expenses log

Moving Budget (2 pages – only 1 page shown)

There are 3 Box Inventory’s so you can choose which works best for you 🙂

If you prefer to organize your boxes this way, with e.g. a forward slash in the checkbox when loaded and a backslash in the checkbox when unloaded.

Landscape Style Box Inventory

and a matching inventory for boxes that are going into storage. I wanted an entirely separate page as I will hang onto this sheet after the move.

Moving Box labels (EDITABLE). If you don’t need the whole planner, you can purchase the moving box labels here

The door hanger sign is also editable so you can add the room names before printing!

There are 2 box labels for each room per sheet. I enter the same information in both box labels then print, cut in half and stick onto the top and one of the sides of the box. Another option would be to print onto cardstock or paper and use packing tape to adhere. You could instead keep the duplicate label and store it in your moving binder. Or you could just use one label per box – so many options!

There is space to add your colour stickers, the owner of the box AND box numbers as well 🙂

The labels are full page size. If you are printing onto 8.5 x 11″ size label paper, be sure to select ‘fit to page’. You can purchase full sheet label paper from a number of places including World Label.

To do list for the new house

And one for all the things we still need to do in our current house

Because I’m a checklist junkie I also have a general moving checklist…

…and a page with 4 checklists where you can add your own titles. I’m using this for pre-moving out to do’s for each room and person e.g. one checklist for kitchen to do’s, one checklist for my to do’s ect.

Information Sheet for the movers on moving day

Room Color Chart. I’ve assigned a colour to each room and will note what box numbers belong there as we pack. To make my colour stickers I printed solid colour paper  from my digital paper shop  onto full sheet label paper then punched out circles. I have stuck these on the corresponding boxes along with the moving box labels. I also punched smaller circles and added them to the door hangers and the room colour chart for reference.

I have drawn a floor plan of our new house onto A3 paper and have stuck the corresponding colour sticker over each room e.g. Kitchen has a red sticker. On moving day I am going to stick this on the wall in the entryway so the removalists and the lucky people I have roped into helping us move will know where each box is supposed to go.

Our new house is single story. When we moved into our current, two story home we only used a room colour chart and I drew arrows pointing upwards if the box needed to go upstairs. This worked ok but I think the giant floor plan we are going to use this time around will work even better!

I intend to set up a binder for our new house and keep the relevant sheets from this set as well as update pages from the home and inventories set.

So that’s my moving planner!

If you’re also moving  house, click here to purchase the planner. It comes in 7 colours! 🙂

Purchase at the online store: black, pink, green, purple, grey, light blue, dark blue

Purchase on Etsy: black, pink, green, purple, grey, light blue, dark blue

Garage Sale Planner

It’s time for a clear out at my house so I am hosting a garage sale. Of course I created a garage sale planner to get organized!

Included in this planner:

– Planner cover page and spine (in 3 sizes to suit any binder)
– Garage sale to do list
– Items for sale
– Note paper
– Garage sale flyer – editable
– Garage sale checklist (filled in and blank versions)
– Garage Sale Supplies Checklist (filled in and blank versions)
– Donations Tracker
– Garage sale ad

I made all of these pages are editable except the cover and spines.

Black and white ink friendly signs (jpg and pdf versions for each sign included):

31 Categorised Signs
• Garage sale (left arrow)
• Garage sale (right arrow)
• Park Here
• Do not park here
• Please stay off the grass
• $0.10 EACH
• $0.25 EACH
• $0.50 EACH
• $1 EACH
• $1.50 EACH
• $2 EACH
• $2.50 EACH
• $3 EACH
• $5 EACH
• $10 EACH
• All Items in Here are Free
• All Items on this table are free
• Adult Clothes
• Boy Clothing
• Girl Clothing
• Maternity Clothes
• Books
• Kid’s Books
• DVD’s
• Toys
• Kitchen Items
• Make an Offer
• Miscellaneous
• Storage
• Sold
• These items are not for sale

PLUS

Boys Clothing Sizes (6)
– Boys 0 – 6 Months
– Boys 6 – 12 Months
– Boys 12 – 24 Months
– Boys 12 – 18 Months
– Boys 18 – 24 Months
– Boys 2 -3 Years

Girls’ Clothing Sizes (6)
– Girls 0 – 6 Months
– Girls 6 – 12 Months
– Girls 12 – 24 Months
– Girls 12 – 18 Months
– Girls 18 – 24 Months
– Girls 2 -3 Years

Signs that can be used for clothes and shoes (24): Size 0, Size 2, Size 4, Size 5, Size 5.5, Size 6, Size 6.5, Size 7, Size 7.5, Size 8, Size 8.5, Size 9, Size 9.5, Size 10, Size 10.5, Size 11, Size 11.5, Size 12, Size 14, Size 16, Size 18, Size 20, Size 22, Size 24

I would love to hear from you if you think there are other signs that would be useful!

– Free Printable Pricing Stickers (scroll to the bottom of this post!)

Here’s a look at some of the sheets:

Garage Sale Supplies Checklist (Filled-in version)…

…and a blank version

Garage Sale Checklist (2 pages)

Here’s a sneak peak of the filled in version…

…and here is the blank version

Items for sale – saving costs by hosting a joint garage sale? Use this sheet to keep track of all items for sale, who their owner is, the asking price, sale price and notes e.g. pickup times if a customer is collecting furniture at a later date. You could pre-enter the items you have for sale, or jot down each item as it sells. Another idea would be to use one sheet per table or box e.g. clothing on one page, print another page for books ect.

Garage Sale To Do List

Garage Sale Ad

Garage Sale Flyer (the blue boxes are editable so you can type in your own details)

Donations Tracker – for those unsold items

And some note paper which is always handy! I intend to use mine for planning the layout for my garage sale

The garage sale planner is available in SEVEN different colours!

Some of my top tips for hosting a garage sale

– Set up early

– Print the flyers onto bright coloured paper to attract attention. Of course black and white still stands out too

– Allocate boxes with prices e.g. $1 and put all items for that price point in the box. When all items are sorted, then add the price stickers. Having items sorted by price into separate boxes or on separate tables and also with a price makes it so much easier when it comes time for your customer to pay and if you can’t remember what box they took the item from

– Price stuff so it’s easy to make change e.g. in 10c or 50c denominations

– Make it easy for shoppers to test electronics by having an extension cord handy. You may also want to keep some batteries on hand

– Mark down items throughout the day

– Some stuff you just know no one is going to buy e.g. broken toys. I put these on a separate table and mark them as free

– Put big ticket items like furniture at the end of the driveway to draw in shoppers

– Never leave the money box unattended!

 

Here are the free printable price stickers! They coordinate with the garage sale planner colour options. ‘Cause I have OCD when it comes to stuff colour-co-ordinating. To use, print into full sheet label paper and cut. I recommend using a paper trimmer. Or watching your favourite TV show if you are cutting them by hand!

 

 

 

Are you holding a garage sale? Click here to purchase the garage sale planner

My garage sale is 2 weeks away – fingers crossed I can get rid of a lot of stuff!

Free Digital Paper – Horizontal Stripes

I was working on a new colour range of digital papers for my other Etsy shop PaperCravings and created these freebies for you to download 🙂 They are 12 x 12 inch. Please read my shop policies for terms of use. Basically, commercial use is ok, just don’t sell them as is and make sure the product you create is for your customers personal use only. Please do not claim them as your own. Feel free to use them for your personal use. A link back to this post is appreciated. Enjoy!

See here for instructions on how to print the papers from your home printer (i.e. onto smaller than 12 x 12 inch paper).

Comment below if you’d like more colours and/or different patterns. Feel free to send me pictures of your creations and I’ll post a link back to your blog.

Check back tomorrow as I will be posting free printable wall art I created using these papers!

Craft and Hobbies Kit

Do you enjoy scrapbooking, sewing, DIYing, organising and everything in-between? I do! With so many project idea I needed a way to keep it all organised so I created the newest addition to my etsy store – the Craft and Hobbies Kit!

 

Including in this kit:

– Matching ‘Craft Planner’ Cover and Spines. I can personalise them with any text you like!

– Craft Room Layout Ideas (2 pages)
– Craft Supplies Inventory
– Favourite Blogs
– Favourite Stores
– My DIY Projects
– My Projects
– My Sewing Projects
– Online Shopping Record
– Organisation Checklists
– Organise Your Craft Room
– Project List
– Project Planner (2 pages)
– Scrapbooking Projects
– Sewing Project Planner
– Shopping List
– Subscription & Membership Planner
– Weekly Project Planner
– My Favourite Etsy Stores

Craft Room Layout Ideas (2 pages). Planning a craft room makeover? Start by listing your existing furniture and storage, items the room needs to store and your wish list for your new room. You can also keep track of your spending so you stay on budget.

On page 2 you can sketch 2 layouts for the room and note the pros and cons of each layout to help you decide.

Organise Your Craft Room

Use this sheet in conjunction with the Craft Room Layout Ideas to determine what you need to buy, what space you have available e.g. for your craft desk. This sheet is like a summary page perfect for taking with you when you go shopping. You can also use it to keep track of how much you’ve spent.

Organisation Checklists

Craft Supplies Inventory

Use this for keeping track of items such as craft glue, ink pads ect. so you don’t get caught out without a basic tool/supply in the middle of a project!

My Projects

If you prefer to organise your projects by week:

Project Planner

Sewing Project Planner

Follow so many blogs you can’t keep up? List all the blogs you visit, the category and their update frequency so you know when to check for a new post. You could also use it if your searching for some inspiration.

Favourite Stores

Can’t remember your favourite stores’ opening hours? This may not be a problem for those who live in the US whose stores have long trading hours *jealous!* but in Australia independent craft shops are usually only open until early afternoon on a Saturday.

My Favourite Etsy Stores

A sheet for keeping track of all the amazing etsy shops out there!

There are a few checklists (my favourite printable!)

DIY Projects:

Sewing Projects

Scrapbooking Projects

Shopping List

I also use this sheet as a wish list for all those things I want to purchase. I obviously can’t afford to buy every craft tool/machine/supply available 😦 so I prioritise them and when I have a bit of money saved up I know exactly what I need and/or want, where to buy it from and how much it will cost.

Subscription & Membership Tracker – this can be purchased separately here

Online Shopping Record

I love online shopping! I use this sheet to record all my online purchases including the order number, price, date I ordered, expected arrival date and a checkbox for when it has a arrived. If you’re shopping on Etsy, eBay or a similar site you can record the shop seller’s name and check off when you’ve left feedback for them.

Project List

Don’t let all those unfinished projects pile up! List all your projects and the date you started them and then start working on those projects from months ago. It’s also handy when you know you want to do something crafty but you’re not sure what project to work on.

There are 2 copies of each sheet and all are in separate documents to allow for convenient duplex printing (or 2 per page i.e. A5 printing if you have a small binder). There is room for hole punching or binding on each sheet. For more printing tips see: https://allaboutthehouseblog.wordpress.com/2013/05/25/printing-tips/

There are 7 colours to choose from!

Click here if you think these planner pages might work for you!

The pages can be printed on A4 and /or letter size (8.5 x 11″) size paper. For tips on printing the pages as half size, A5, filofax or any other page size, please see THIS POST.

Direct links for each colour:

To purchase through the online store: pink, purple, green, light blue, grey

To purchase on Etsy: purple, pink, green, light blue, grey 

Dark blue and black versions coming soon. Send an email to allaboutthehouseetsy@yahoo.com.au if you need it urgently and I will move it to the top of my to do list!

This planner set is part of the super organized life, get it all and Craft, hobby & DIY bundles

All sheet are (c) AllAboutTheHouse and are for personal use only – thank you!

Happy crafting!