Saturday 10 November 2012

Budget pages for your Filofax for free download

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:

Click to enlarge
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:

Click to enlarge
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

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.


sugarplum130 said...

Hello, I love your inserts. I was trying to get some of the other free inserts and most of them say, that they can't be previewed. I was wondering if I was doing something wrong. I did what it says and tried to refresh the page, but nothing changed.

Thank you for the inserts, they are very helpful.

Ray Blake said...

Box has changed the way some links are shared, which is annoying becasue it means I will have to go and reset all my old links, which is a 'not this week' kind of a job. Until I can get to it there is a workaround you can use. When you click on a link, wait for the page to load, then click in teh browser address bar. You see the eddress contains "". Go in and edit this section of the link to "" and all should be good.


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