Day planning with to do list and expense tracker
This template fits a page size 2.75x4.25 inches, which results from dividing a letter sized page in 8. The template has a weekly calendar (names of days are in Spanish, sorry, but they can be easily...
View ArticleOne Year of Monthly Zero Based Budgets UPDATE: 1.2 version for...
Zero based budget spreadsheet for doing a budget for 12 months. Based on the concept described by Dave Ramsey.Update: 1.1 includes some tweaks and a iWork '08 Numbers version.Update: 1.2 includes a...
View ArticleMonthly 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...
View ArticleWeekly 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...
View ArticleClik here to view.
Keep-It-Simple Financial Planning (Part 3)
This article is the third in a series of financial planning. You might want to go back and read Keep-It-Simple Financial Planning (Part 1), and Keep-It-Simple Financial Planning (Part 2) before you...
View ArticleBill Tracker
I have a hard time keeping track of which bills I've paid and which bills are outstanding. My AHS (Any horizontal surface) method of organization can be a bit chaotic at times, and while I've never had...
View ArticleChristmas is coming!
Christmas is coming!Christmas season is coming up, and I need to be extra-careful about my finances. I don't want to wake up on January 2 with plenty of gifts but no rent! It's a little hard to enforce...
View ArticlehPDA Check Register
This is a check register template created in Open Office using elements from the D*I*Y Widget Template scaled down to fit the 3"x5" work area. I have included check boxes for cleared items.
View ArticleRebate Tracker Form
A form for tracking the status of those pesky rebates. Allows you to record what rebates you are waiting for and when they are due. This is my first attempt at a form.
View ArticleHipster PDA Budget
Three-column table for keeping track of projected expenses and remaining budget
View ArticleSimple Expense Tracker
A simple form to track expenses for business. It has columns for the dates you submitted an expense and when you get reimbursed for it.
View ArticleClik here to view.
Mind Mapping for Business
There's an exercise I practice about once every three months that I call "Should I Quit?" In it, I map out all the reasons why it's a great idea to stay at my current place of business, and I map out...
View ArticleClik here to view.
Keep-It-Simple Financial Planning (Part 1)
When you look at your finances, do you feel empowered or depressed? There are few things in our personal lives which run to such extremes as our finances. Do you understand how to pay off your debts?...
View ArticleClik here to view.
Keep-It-Simple Financial Planning (Part 2)
Last Week in Keep-It-Simple Financial Planning (Part 1) I shared the economic theory of utility, which says that people have an unlimited amount of desires, and only limited means to fulfill them. Is...
View ArticleBusiness Expense/Mileage Logs
These forms are designed to work together. I used these forms (though not in DIYPlanner format) for a number of years, and can attest that they work. In fact, my accountant loved this format. :-)I have...
View ArticleFuel log
I needed a better way to keep track of my gas purchases and so, buoyed by the clever things done here, I took at shot at creating my own page.I had kept it in my organizer but found it not as...
View Article
