Tuesday, October 20, 2015
[31 Days #20] Using Your Planner to Track Your Finances
First of all, all of our bills are entered into Google Calendar and are set up to repeat as they are due (weekly, monthly, etc.). I do this to print out a current calendar for my husband every month so he has his own copy to refer to, and if (heaven forbid) I am every out and about without my planner and I need to know when something is due (sometimes I forget), I almost always have my phone with me and I can refer to my calendar that way.
Not only do I list appointments on my monthly calendars, I always list the bills that are due and pretty much for the same reason: so I have a dedicated place for them to land. I guess I am triple-protected because I also have a master list of bills in my project pages.
Every first of the month I transfer appointments and bills due to my weekly pages. I glance at the week to come and plan accordingly how to pay those bills (automatic withdrawal, online, during errands, etc.) I like having them on my weekly pages the best, and even though I don't really color code, I often write the bills in red on my weekly pages. Once they are paid, I highlight them.
Paying the bills is a joint venture in our household and my husband really appreciates the fact that I am so organized with my planner. It's a worthy tool in his opinion and he even asks me to make notes in it that helps him (such as a reminder to call a client on a specific day later in the week)
Do you use your planner to track finances?