Financial
Dallas - 2012 Planner Templates - Full Package
Submitted by DreamCatcher on Thu, 2012-01-05 16:44.This design is named for my brother, whom I created it for when he started college. It has bold black and white features along with inspirational quotes on most pages. This is an ideal package for anyone getting started in the analog planner game, as well as seasoned planners!
All of my templates are formatted as one page per day and include monthly calendars, budget worksheets, bank registers, to-do lists, page finder (with weekly to-do list) and daily pages. The daily pages include a schedule, to-do list, items due and notes section. A fully customizable Word document is also available for each section so that you may edit it to better fit your own needs.
Print, punch & plan! Nothing complicated.
Here's how I set it up:
- Print Budget Worksheets on the back of Monthly Calendars.
- Print double sided copies of both the Bank Registers and Monthly To-Do Lists.
- Print Daily Pages duplex. If you do not have this option for your printer, you can always use the even/odd page printing option, then flip the paper to print the other pages.
For the Weekly To-Do List / Page Finder:
- Print double sided on colored card stock.
- Cut into equal sections.
- Punch so that the top of each sheet will stick just above the rest of your planner pages.
Individual and Editable Files can be found at:
http://www.angelsheffield.com/get-your-own/
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Black Magic - 2012 Planner Templates - Full Package
Submitted by DreamCatcher on Thu, 2012-01-05 16:42.I had a friend tell me that he was convinced that the only way I could manage my busy schedule was through black magic. Considering that the truth is I have an awesome daily planner, I was inspired to create a design so that others can use “black magic” to manage their own busy days. This design features bold outlines and creative fonts to help inspire the user. Perfect for busy students!
All of my templates are formatted as one page per day and include monthly calendars, budget worksheets, bank registers, to-do lists, page finder (with weekly to-do list) and daily pages. The daily pages include a schedule, to-do list, items due and notes section. A fully customizable Word document is also available for each section so that you may edit it to better fit your own needs.
Print, punch & plan! Nothing complicated.
Here's how I set it up:
- Print Budget Worksheets on the back of Monthly Calendars.
- Print double sided copies of both the Bank Registers and Monthly To-Do Lists.
- Print Daily Pages duplex. If you do not have this option for your printer, you can always use the even/odd page printing option, then flip the paper to print the other pages.
For the Weekly To-Do List / Page Finder:
- Print double sided on colored card stock.
- Cut into equal sections.
- Punch so that the top of each sheet will stick just above the rest of your planner pages.
Individual and Editable Files can be found at:
http://www.angelsheffield.com/get-your-own/
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Simply Silver - 2012 Planner Templates - Full Package
Submitted by DreamCatcher on Thu, 2012-01-05 16:31.This design is named for its light color scheme that allows your ink to stand out from the template. The solid lines and ample space accommodate even large handwriting. The files are made to be printed Letter Size, but can easily be edited to fit into your Classic planner.
All of my templates are formatted as one page per day and include monthly calendars, budget worksheets, bank registers, to-do lists, page finder (with weekly to-do list) and daily pages. The daily pages include a schedule, to-do list, items due and notes section. A fully customizable Word document is also available for each section so that you may edit it to better fit your own needs.
Print, punch & plan! Nothing complicated.
Here's how I use it:
- Print Budget Worksheets on the back of Monthly Calendars.
- Print double sided copies of both the Bank Registers and Monthly To-Do Lists.
- Print Daily Pages duplex. If you do not have this option for your printer, you can always use the even/odd page printing option, then flip the paper to print the other pages.
For the Weekly To-Do List / Page Finder:
- Print double sided on colored card stock.
- Cut into three even pieces.
- Punch so that the top of each sheet will stick just above the rest of your planner pages.
Individual and Editable Files can be found at:
http://www.angelsheffield.com/get-your-own/
Simply Silver - Budget Worksheets (May - Dec 2011)
Submitted by DreamCatcher on Thu, 2011-05-05 21:52.
Simple budget worksheet template to match the rest of the Simply Silver Series.
Here's the source file to edit it to your needs:
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Simply Silver - Bank Registers (May - Dec 2011)
Submitted by DreamCatcher on Thu, 2011-05-05 21:51.
Simple bank register template to match the rest of the Simply Silver Series.
Here's the source file to edit it to your needs:
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Bill Tracker
Submitted by knittycat on Wed, 2011-04-20 13:25.I have a hard time keeping track of which bills I've paid and which bills are outstanding. My AHS (Any horizontal surface) method of organization can be a bit chaotic at times, and while I've never had anything shut off (That one time with the internet doesn't count, right? It was their fault after all.) there have been times when it's been a bit dicey.
So, in order to combat this tendency, I made this template to help me keep track of who/what/when/where/and how much.
It's only got a left-hand space for holes because I don't generally use the back sides of pages. I know, bad precycler. I think it would be good to stick this on a pocket page too, to hold the bills!
I'm still figuring out the widget so I'll probably upload a classic size in addition to letter, and provide a second page with the hole space on the right later.
Gather together your bills and make a page for each. You can put the average amount you pay each month in the notes if you like. That can make it easier to budget.
Fill in the name/address/phone number/account number fields right away.
When your bill arrives each month fill in the amount due and the date due right away.
When Pay All The Bills day arrives, fill out the amount paid and the date paid fields.
Payment method allows you to state if you paid by check, internet, or phone. Confirmation number is for the confirmation number you get when you pay by phone or 'net, or the check number you used.
The notes section is helpful for when you have to call customer service and you need a space for all those ticket numbers, (In a billing spat with AT&T I discovered how helpful keeping track of that sort of thing is.) or to note any extra fees associated with the bill. Late fees, debit card fees, pay by phone fees, etc.
Keep-It-Simple Financial Planning (Part 3)
Submitted by jordanjm on Mon, 2009-09-21 03:31.
This article is the third in a series of financial planning. You might want to go back and read Keep-It-Simple Financial Planning (Part 1), and Keep-It-Simple Financial Planning (Part 2) before you begin looking at this article. This article talks about budgeting and you might find an easier time following it's advice if you read the other two first.
Your budget will help determine how much extra you can afford to pay in order to get out of debt. According to The Richest Man in Babylon, (which I highly suggest you read), "Save at least 1/10th of your income, and invest it. It is suggested that you find someone who is both honest and wise in investments. The purpose of this savings is to grow an estate for your future, and your family." I would also suggest that you become familiar with any company you invest in.
Weekly Receipts Envelope (#10)
Submitted by blowncue on Tue, 2008-02-05 06:17.This template prints onto a 4 1/8" x 9 1/2" envelope (aka #10 size or "business" envelope). Top line allows entering of month/year/week.
6 x 35 table with columns for date, details, bank, debit or credit card, amount, and expense type.
Ideal for heavy plastic users who generate piles of receipts and dream about reconciling their bank statements and tracking their expenses.
Test print onto a piece of paper. You may need to set print setup to "landscape" for your envelope. Feed them in one at a time to avoid off-center printing. Text and margins reconfigurable with OpenOffice Writer.
I divide each month into 4-5 weeks and print one envelope per week.
For week 1, I put 2/1 in the top row and 2/7 in the bottom row. Then for week 2, 2/8 in the top row and 2/15 in the bottom row, and so on.
I put a "D" if a debit card, "C" if a credit card, "$" if I used cash.
For cash back during POS transactions, I use two lines for my entry, with the second line saying "W/D" in the "Details" column and "$" in the "Type" column.
For gas purchases, I enter in the Details column the vendor, price/gal and # gals.
If I need a receipt for tax, warranty or reimbursement purposes I put a "T" "W" or "R" on the left edge of a given row. I use different colored highlighers and zigzag over the corresponding receipts. You can try colored stickers.
You can always print on both sides for 70 rows if you love to itemize expense categories.
I designed this template with an emphasis on creating an envelope you could carry with you to collect receipts.
I use personal finance software so I do not worry if I have a receipt covering multiple types of expenses, I just write "MIXED." I categorize when reconciling paper to digital. If you use paper I suggest you write "SNEAKERS" instead of "CLOTHING" at this stage. I find it's easier for me to classify from specifics than to have to remember specifics from a category.
The #10 envelope is big enough to hold the stupidly long receipts you get if you fold them in half.
Monthly Receipt Envelope
Submitted by jonglass on Thu, 2008-01-10 21:11.This is just another envelope for your receipts. Last year, I used the official receipt envelopes by Doug, but by the end of the year, I was quite tired of all the work it took to cut out, fold and glue them. I thought they were a bit too complicated, so one day, while playing with a piece of paper, I came up with this idea for folding and cutting. The form is just the weekly expense form I made last year for the template contest that you can find somewhere on this site. ;-) You can find the template HERE.
Putting it together:
If you are using scissors, it's only a couple cuts, and with a straight edge and X-acto knife it's even faster. Cut on the solid lines, and fold on the dotted lines.
Gluing is rather simple, too. I fold the sides, glue them, and then fold up the bottom flap, and glue that on the outside, but you could fold the sides, and glue the bottom flap on the inside.
To be really spiffy, you can take the two top corners, and, holding them together, cut a bit off (in an S-curve shape), so that, when it's all folded together, you have a notch in the back of the envelope. (If anybody wants help on understanding this, I can post an image on Flickr.)
Use:
Quite straight-forward. As you accumulate expense receipts, just toss them into the envelope. If you want or need to for business purposes, you can notate the expense on the front (or on the expense form I posted earlier--if I find a link, I'll add it here).
You can, of course punch these for adding to your binder, or for archiving purposes.
Both a PDF and OpenOffice.org drawing files are enclosed, so you can modify it if you wish.
One last point. I made this in A4 size, but I'm suspecting that US Letter should work OK, too.
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