Templates

Paper SizeTopic
TitleDescriptionSizeCreatedsort icon
Weekly Receipts Envelope (#10)

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.

Paper size: 
Other
Usage advice: 

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.

License: 
Creative Commons
Language: 
English
Applications required: 
OpenOffice Writer, Adobe Acrobat Reader
AttachmentSize
Weekly Receipts Envelope.odt8.76 KB
Weekly Receipts Envelope.pdf9.08 KB
Other2008-02-05 06:17
Hipster cardcase with lock

This cardcase can be completed without glueing. Just print it and cut it. Scorch the folds. While cutting, don't forget the small horizontal cut int the most left section, and the two tiny cuts on both sides of the lip. This way the lip will function like a barb on a fishinghook, when you fold the cardcase and put the lip in the cut.

Have fun!

Erik

Paper size: 
Index Card (3 x 5)
Usage advice: 

Just print, cut and fold...

License: 
Creative Commons
Language: 
English
Applications required: 
Acrobat
AttachmentSize
LOCKED_HIPSTER.pdf535.15 KB
Index Card (3 x 5)2008-02-02 19:02
Fillable Weekly Planning Forms

Some more Classic Fillable Forms. Here are Weekly Planning forms, Weekly Planning 1B7 and Weekly Planning 1B8.

These are fillable via Adobe Reader or Preview (Mac). I used the designs on page 23 & page 25 of the D*I*Y Planner 3.0 (Classic Edition) Core Package.

Paper size: 
Classic (5.5 x 8.5)
Usage advice: 

Type your information in and print. If you are going to save any data in the document, save your changes in a new document.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader, Preview, any PDF reading application
AttachmentSize
Weekly Planning 1B7.pdf75.89 KB
Weekly Planning 1B8.pdf73.07 KB
Classic (5.5 x 8.5)2008-02-01 01:19
Event Planning (CPG) template for steps 1 through 7 - US Jaycees

This is a CPG planning tool, steps 1 through 7 that can be put into your planner for when you want to work out the details of your next big project or event! Jaycees will find this very familiar and non-Jaycees will find this tool helpful!

Paper size: 
Letter
Usage advice: 

I print this out and place in my 3 ring planner. I like to work out the details of an event away from the computer or on the go.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe pdf reader
AttachmentSize
CPG for a Planner.pdf365.42 KB
Letter2008-01-25 22:09
US Jaycees CPG for a DIY Planner 8 1/2" x 11"

This is a DIY style US Jaycees CPG(Chairman's Planning Guide)steps 1-7. Keep this in your planner for those moments when you're thinking of an idea and want to work out a plan for your next event!

Paper size: 
Letter
Usage advice: 

For any Jaycee these first 7 steps will be familiar to you. Included are spaces to work out your action steps for goals as well as problems and solutions.

The US Jaycees CPG is a great tool to help you organize your next event and has been around for 80 years!

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader
AttachmentSize
CPG for a Planner.pdf365.42 KB
Letter2008-01-24 22:27
Classic Size 2 Page Per Day

This may look familiar to some folks carrying planners, I would like to see it as a kit!!

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
classic 2 page_thumb.bmp
Usage advice: 

Two Page per Day Planner Pages

License: 
Creative Commons
Language: 
English
Applications required: 
OpenOffice.org Draw
AttachmentSize
classic 2 page.odg12.34 KB
Classic (5.5 x 8.5)2008-01-21 10:20
Song Tracker

Here is a Song Tracker form for performers in bands that I created to keep track of the status of new songs as they are learned and "off the page." Depending on lots of variables, I believe it is Junior size. This is my first template so let me know what I can do to improve it! Thanks.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
pix of songtracker.png
Usage advice: 

I printed it as is for the Classic size.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader
AttachmentSize
songtracker.pdf25.63 KB
Classic (5.5 x 8.5)2008-01-17 05:53
Shopping List - Non Standard Page Sizes

Here are two templates as requested by Archangel

the First is a 3.5" x 17" shopping / to do list formatted to print duplex on long legal paper 8.5" x 17"

The second is individual 3.5" x 8" pdf template with form field that you can type in to customise template before printing.

Paper size: 
Other
Usage advice: 

Use as you choose! There are no limits to what can be done with these.

License: 
Creative Commons
Language: 
English / NA
Applications required: 
Adobe Acrobat, Pdf Reader, Open Office Draw
AttachmentSize
Shopping List 3.5 x 8.5.pdf20.84 KB
Shopping List 3.5 x 17.pdf57.53 KB
Shopping List 3.5 x 8.5.odg14.61 KB
Shopping List 3.5 x 17.odg18.23 KB
Other2008-01-14 18:00
Fillable Checklist

Following the great work by DucatiChic, I've converted the Classic size Checklist into a fillable form via Adobe Reader or Preview (Mac). I used the Checklist on page 69 of the D*I*Y Planner 3.0 (Classic Edition) Core Package.

Paper size: 
Classic (5.5 x 8.5)
Usage advice: 

Type your information in and print. If you are going to save any data in the document, save your changes in a new document.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader, Preview, and PDF reading application
AttachmentSize
Checklist.pdf80.69 KB
Classic (5.5 x 8.5)2008-01-11 23:39
Monthly Receipt Envelope

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.

Paper size: 
A5
Thumbnail: 
receiptenvelopethumb.jpg
Usage advice: 

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.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF reader, OpenOffice.org for the drawing file
AttachmentSize
monthly receipt envelope.pdf30.73 KB
monthly receipt envelope.odg42.35 KB
A52008-01-10 21:11
PDF of 2-Page Per Year Dynamic

Since some folks have had issues with generating pdf's or printing with ygor's wonderful dynamic templates, this 2008-2009, 2 Page Per Year overview was created by Jon Glass.

Enjoy!

Jason

Paper size: 
Index Card (3 x 5)
Usage advice: 

As you wish...

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Viewer
AttachmentSize
2008-2009.pdf131.92 KB
Index Card (3 x 5)2008-01-07 18:55
2008 Monthly PDA Portrait

Just an update of nay nay's 2007 Monthly PDA Portrait found here: http://www.diyplanner.com/node/2365 for anyone who's interested.

Paper size: 
Index Card (3 x 5)
Usage advice: 

Circa PDA's, hipsters, Pocket Briefcases...

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe or Open Office
AttachmentSize
Month 2008.pdf45.22 KB
Month 2008.odg95.24 KB
Index Card (3 x 5)2008-01-06 10:15
A5 2008 Calendar (Working Week)

Simple working week (Monday to Friday) calendar for 2008

Paper size: 
A5
Thumbnail: 
Thumbnail - A5 Calendar.jpg
Usage advice: 

Created to allow for double-sided printing.

I needed a 2008 calendar and decided to use the new Apple Pages application to create a suitable template - along with others for my A5 Filofax.

So - please have fun if you want to use it.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Viewer
AttachmentSize
A5 2008 Calendar.pdf120.46 KB
A52007-12-28 19:12
A5 2008 Day to a Page Calendar

2008 Day per page printable calendar, with monthly double page planner. Simple layout is easily adaptable for any year.

Paper size: 
A5
Usage advice: 

Can print each month or entire year is formatted for double sided printing.

License: 
Creative Commons
Language: 
English
Applications required: 
Open Office Draw, Adobe Acrobat
AttachmentSize
Calendar 2008.pdf1.56 MB
Calendar 2008.odg461.67 KB
A52007-12-28 11:51
Dayplanner for the Hipster

I have been struggling with Lotus Notes, Outlook and my PDA for quite some time now, so I decided to return to a paper organiser. My employer offers us the TimeManager equipment for the last two decades, but somehow this system does not work for me. It has nice forms, but I to my feeling my creativity is bigger than that system.
This christmas holiday I spend looking for a better system, and I found a lot of interesting stuff on this website. One of them is the 24/7 Work Life Planner. It will do great in my A5 organiser, but it does not work on a index card.
To make it fit on a index card, I left out the nightly hours, and shifted the daily hours a little. Besides of that, I included both of the line-sections on one page.

For me it was the first time I used Illustrator, the first time I post on this website and did not even started using my DIY-planner yet. Besides of that I'm a dutchman and not posting in my own language, so if you have any remarks, let me know. There's lots to be learned...

Paper size: 
Index Card (3 x 5)
Usage advice: 

I am planning to use this for my daily planning, but only two days deep! Otherwise use your weekly planner...

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe
AttachmentSize
worklifeplanner.pdf79.59 KB
worklifeplanner 4up.pdf117.09 KB
Index Card (3 x 5)2007-12-26 13:14
Running with Cross Training

I created this to keep track of my marathon training. I run 4 times a week and do 2-4 cross training activities a week (yes, walking around the block following my 4 year old on a trike counts as cross training!). The design isn't elegant, but I find it useful. I hope you do to!

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
runninglog.jpg
Usage advice: 

In the comments, I write things like my clothing choices, or my heart rate for various stages of my tempo run.

AHR = Average heart rate
YTD Miles = total miles run this year so far

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader/Acrobat
AttachmentSize
runninglog.pdf30.02 KB
Classic (5.5 x 8.5)2007-12-20 16:10
2008 Monthly 2-Up

Monthly overview pages for 2008, 2-up.

Paper size: 
Classic (5.5 x 8.5)
Usage advice: 

This is a fairly standard month-on-two-pages calendar, 2-up. I've included an "important dates" section on the front page and the GTD quick reference on the back for people who like it.

It's set up to have Jan/Feb on opposite sides of one page, etc. This template had some issues, but I think I've fixed them all -- it prints out okay for me. Every other page is upside down because that's what my printer wants me to do, but it should be fairly easy to fix that in any viewer if yours can do the right thing.

I have an OmniGraffle Template for the months (5-week and 6-week, 2 per page, right side up and upside down) if anyone wants it.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe/Preview
AttachmentSize
2008Monthly2Up.pdf292.08 KB
Classic (5.5 x 8.5)2007-12-16 21:49
Song Tracker

This template is for musicians who are working on new tunes and often play with different bands. It helps track new songs and when they can be checked off as "off the page." I often lose songs because they don't get off the page and into my head and then I forget I worked on them. There is space for notes about the song, room to write the info about the musical group (like lead player's phone number)and ideas that are not quite incorporated into "groupthink." Enjoy! Ideas are welcome!

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
small-songtracker.jpg
Usage advice: 

It is Classic size now but I really want it to be adaptable for 3x5 index cards that are printed vertically. Ideas?

License: 
Creative Commons
Language: 
English
Applications required: 
Open Office, Adobe Acrobat
AttachmentSize
songtracker.pdf25.63 KB
songtracker.odg13.64 KB
Classic (5.5 x 8.5)2007-12-05 21:45
Stop Smoking! Tracker

Helps you track when (and why) you're smoking, so you can more easily cut back.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
stop.smoking.log.thumbnail.jpg
Usage advice: 

4-up 3 by 5 inch cards to track how many cigarettes you smoke in a day. Tracks when you smoke and what mood you're in when you smoke. Space for goal-tracking.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF
AttachmentSize
stop.smoking.log_.4up.pdf43.81 KB
Classic (5.5 x 8.5)2007-11-30 16:46
Today - Modified

Modified Word Templates based on Nay Nay's simple Today checklist. Letter sized. Uses Arial and Windings and Webdings (PC)

Paper size: 
Letter
Thumbnail: 
today.jpg
Usage advice: 

Simple Things to Do Template for any day....

License: 
Creative Commons
Language: 
English
Applications required: 
Microsoft Word 2003 - 2007
AttachmentSize
TODAY2.doc27.5 KB
TODAY.doc24.5 KB
Letter2007-11-26 23:24