Increasingly people are tracking and keeping close scrutiny over their spending, and your Filofax stands ready to help you with this. I have designed two different pages to support budgeting in the Filofax Personal.
First, there's a recording sheet:
What you'll do on this sheet is track your day-to-day spending. Along the top of the page you can name up to 8 budget categories (using multiple sheets will allow you an unlimited number, but eight is a sensible and manageable number for most people) and you can note the monthly budget you've set for each category. Underneath you can track your spending day-by-day, by category.
Next comes the analysis sheet:
This sheet allows you to record monthly totals and analyse your actual spending by category and variance to your budget over a four month period.
Both pages will print double-sided, two-to-a-page on A4 paper. You can download the pages here:
Recording sheet - Word file or PDF file
Analysis sheet - Word file or PDF file
Each file should be printed double-sided with the duplex set to flip along the short edge. You can then cut out and punch individual pages as outlined in this post.
First, there's a recording sheet:
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| Click to enlarge |
Next comes the analysis sheet:
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| Click to enlarge |
Both pages will print double-sided, two-to-a-page on A4 paper. You can download the pages here:
Recording sheet - Word file or PDF file
Analysis sheet - Word file or PDF file
If using the PDF versions remember to set your printer settings so as not to shrink the pages.
Each file should be printed double-sided with the duplex set to flip along the short edge. You can then cut out and punch individual pages as outlined in this post.
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