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Today I will be sharing with you one of my most useful sections in my filofax! I have been using my Personal Filofax Original for months now and I have just finished perfecting its setup. I will do a setup post in the future but for now I wanted to share my financial section. I use two sections in my planner to keep track of my finances. One is for personal use and the other for my etsy/blog. I have created a few printables to help me better plan and take control of my finances better. You can download them at the bottom¬†for either personal size or pocket sized filofaxes. If you’d like to see more on how I use these inserts in my planner then keep reading below!

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Personal Finances:

So the first tab is called “Finances” & this holds my personal bills, a categorized budget, and an online shopping tracker. I didn’t need to write down every expense in my personal life as that would be pretty overwhelming, I have online banking to do that for me already. I needed something to remind me when my bills were due, how much and if I paid them or not for that month already. I sometimes forget if I paid it for that month or not and sometimes pay it twice in the same month. So this monthly bills tracker has definitely helped me.IMG_6359

The next section (separated by a Martha Stewart tab from mypapershoppe on etsy) is my budget. Now I have always wanted to try the envelope system but carrying cash is just not an option for me so I made these categorized budgeting sheets instead. I only budget for groceries, eating out, and personal shopping. Those are the areas where I tend to over spend so I wanted to make sure I set a budget within those categories so I don’t go overboard in a month. The way this works is that I write in my budget category, for example Groceries, and write in my budget amount, $500, every time I go grocery shopping I write down how much I spent, and how much I have left for that month (by subtracting from the budget amount). If the remaining hits $0 I cannot spend any more on groceries for that month. I love this system and it has been helping me a lot in not over spending.

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The final section in my personal finances tab is my online shopping. I shop online a lot these days because trying to shop in stores with two toddlers can be very tiring. I am always on Etsy or Amazon (thanks to amazon prime) and buy just about everything online & sometimes lose track of what or when something I’ve ordered is coming, so this section is great for that.

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Business Finances:

My next tab is called “Etsy” and is for keeping track of all of my business transactions. When you first open it up you will see a whole year’s worth of monthly income and expenses sheets. As an online business I receive income from many different sources so I needed a sheet to keep track of all of that. It is very unpredictable and changes all the time so I needed space to keep track of where my income is coming from so I can see how much I am making every month. On the following page is my monthly expenses. I keep track of all of my business expenses here so I can write it down quickly here and later input it all into my go-daddy bookkeeping account later for tax purposes. I typically¬†just write it down in my business notebook, but I liked having it in my main planner too since I always have that on me. These sheets also have a notes section to jot down any information, notes or anything else.

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The next section in my Business finances tab is my time tracker printable. I use it to see how long I have worked for. I keep track of time I’ve spent blogging, printing and cutting, making samples, packing orders, taking pictures and more! So I can see how many hours I’ve worked in a day, week or month. It also helps me so that I am not overworking myself. The problem with¬†working from home is that you have no set hours, you can work whenever and sometimes that means you can work forever. So keeping track of time is important!

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The final section is another online order tracker printable. I use this section to keep track of online orders relating to my business. So if I’ve ordered sticker paper and am expecting it I will know when it should be arriving. or if I need to order more soon!

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So that’s a little part of my filofax setup! Now you can create one just like it or a part of it in your filo as well with my free printables below! You can print these directly on pre-cut paper (i get mine cut at Staples for about $5, I have over 1000 sheets of personal sized papers now!) I also included a double sided version for the monthly income/expenses printable which you can print on 8.5 by 11 in paper, and trim using the crop¬†marks yourself.

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Downloads:

Personal Size

Pocket Size

Thanks so much for reading and enjoy these printables! Please remember these are for personal use only & do be sure to tag me @wendafuldesigns or #wendaful so I can see!

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