Keeping track of bills, paychecks, money, and budgeting is a JOB! To make life easier for me, I created a “Budget Planner” that I use to take care of the finances in our home. I purchased this planner at Filofax. Its the Aston (Personal Size) in Mushroom color. I find it much easier to have access to our finances at all times. I keep it in my purse.
The planner can also be used as a wallet. I have another wallet that I am using, but I placed my cards & money in here to show you how it functions. I do keep my checkbook in here.
I use the month on 2 pages to write in my bill due dates. When I get a bill in the mail, I immediately write it in this bill section. I check them off when I pay them. I always use my banking online bill pay to pay our bills. I usually pay bills twice per month. I highlight the paydays in yellow.
I use the “personal finances” sheets as my checkbook register.
I write all of our paydays in the “personal full year horizontal organizer”. We get paid the same days every month, so this was easy to do. As we get paid, I write in the amount. This way, we can keep track of our net income throughout the year.
I keep tax receipts in the zipper pocket on the right side of the planner. I write the amount in the designated category (in the planner) and file the receipts when I get a chance.
My categories are:
Other things you can place in your budget planner: Cash envelopes & account numbers & contact numbers.
*I am not a Filofax affiliate nor do I make any money by sharing their products. I am simply a consumer who loves their stuff!