These pages will be set up the same for each of the 12 months. ![]() I am using the rest of the monthly note pages for my budget, weekly check-ins, sinking funds, and a transaction log, which are explained in more detail in my other blog post ( Setting up monthly budget pages in my Planner ). The ending balances will be the new beginning balances for the next month. At the end of each month, I will write down the ending balances and then calculate the difference between the two, which will give you an overall increase or decrease in net worth. The lined page on the other side will be set up as my net worth tracker/ overview and will list all my bank accounts, savings, investments, and assets here with their beginning balance at the start of the month, as well as all debt such as credit cards, line of credit, loans, etc. The green stickers are from the Erin Condren Monthly sticker book (Edition 5) and I made the script stickers myself. I have decided to use the dashboard as an overview for any bills due, financial goals, a no spend tracker, and events such as birthdays, vacations, etc. The next couple of pages feature a lined page on the left side and a sort of monthly dashboard on the other. You can color code the categories with stickers or pens. I am also thinking about logging all my expenses such as groceries, gas, and other purchases in this overview, which is much like a transaction log but easier to visualize how many times I went to get groceries that month or week. This will help with budgeting and bill payment tracking. It gives you an at-a-glance view of your monthly income and bills. The monthly overview is one of my favorite pages. I placed monthly header stickers down to keep track of savings goals, events, or just account balances. Since I am getting a bi-weekly paycheck, there are a couple of months where I am receiving three paychecks instead of two (a great opportunity to put the extra money towards debt or savings). You can identify these months clearly in the overview. Most of our bills are monthly except property taxes and some subscriptions. ![]() This overview is great to track irregular bills that aren’t due every month and paydays. They are great for financial trackers, goals, and overviews and these pages would not necessarily relate to a specific month but for the whole year. I will show you in a separate post, how these trackers and overview pages can be set up. You have the option to choose between 40 or 80 pages. The back of the planner has more note pages. I will also receive $10 off my next order. If you are interested in purchasing the same monthly Planner and are new to Erin Condren, you can use my affiliate link to receive $10 off your first order. ![]() You can see how I set up my monthly note pages below. It features a monthly calendar overview that easily helps you keep track of bills, expenses, and income.Įach month has 10 lined note pages, that can be used as a transaction log, your budget, account balance tracker, and more. This planner is great for setting up your budget planner exactly the way you want it. The planner that I chose is the 7×9 Erin Condren Monthly Planner. Today I would like to share with you the setup that I use for my new 2021 Budget Planner. *** Update: 2022 Budget Planner Setup ***
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