How to Make a Money Management Notebook

Jan 8, 2014
Happy 2014!

At the end or beginning of each new year, I like to take the time to get my files and folders organized.

For 2013 I created a Financial Binder as a place to keep all our financial documents and I used it to create a budget and bill management system for our household. This worked out really well and I liked how useful it was for keeping all our important papers in one place.

This year, I still plan to use the binder for filing and storage, but since binders are big, clunky, and not very portable, I decided to make a Money Management notebook to complement our Financial Binder.

First I planned how I wanted to organize the notebook. I decided that I wanted to have different sections for Bills, Important Info, Budgeting, Expenses, and Debts, in that order.

Then I printed out my Half Letter Size Money Management forms as follows:

  • Bill Payment Checklist printable - double sided (I really only need 1 of these as they are good for the whole year, but I wanted to print something on the other side of the page too, so I did!)
  • Bill Payment Checklist printable in another style - Page one one side and page 2 on the other side.  (I included both styles of checklists in my notebook as I couldn't decide which one I wanted to use.) 
  • Bank Account Information printable - double sided
  • Credit Card Information printable - double sided
  • 12 Budget Planner printables for each month of the year - page 1 on one side and page 2 on the other side.
  • 52 Daily Expense trackers - double sided which equals 26 pages (It's only me and my husband so I figure we only need two pages of expense tracking for each week of the year.)
  • 1 Debt Payment Tracker - Page 1 on one side and page 2 on the other side.

I made a simple cover for my notebook and since I don't have a borderless printer, I brought my USB key containing the PDF of the cover to a copy shop and had the cover printed on thick, glossy paper.

Then I arranged all my printables in the order described above and had the notebook spiral bound at the same copy shop. They even provided a thin plastic layer to protect the printed cover!

When I brought the notebook home, I wanted to make it easy to find each section so I used self-adhesive divider tabs and used my label maker to label them. In hindsight it would have been great to have half-letter size dividers before I had the notebook bound, but I didn't have any so I made use of what I had at home.

I love how I can just take this with me wherever I go which is especially helpful for keeping track of our daily expenses. It's a little too early to tell for sure, but so far I'm really happy with how the Money Management Notebook is working out! 

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