Just because my husband pays the bills and is responsible for the finances, doesn't mean I can't help him out by tracking my spending. From groceries to pay day to personal purchases (like a new Filofax, amiright?) I've put a wallet/financial system together in my gold compact Saffiano Filofax. It's gold, it was inexpensive, and it's slightly smaller than a personal size Filofax in the width and ring size–perfect!
My goal was to have something of similar size to my current wallet, because I could fit my iPhone in it. I'm not a fan of carrying a purse, so if I can just grab and go with one thing in hand, then I'm totally on board!
Here's my setup, it's still a work in progress and it'll probably change as I see fit:
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Credit card and receipt holders
I ordered multi-purpose holders from Filofax, they're perfect for a credit card at the bottom and have a top loading pocket above that I like to store receipts or coupons in.source |
Check register
I have one of these behind each credit card/receipt holder that coordinates with the card so I can balance my account and keep track of my spending from that day.source |
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Stickers
I created stickers with my Cricut explore air machine. The stickers are color coordinated to different accounts we have.
Week on 2 Pages
I write down on the date when the money is taken out of the account and place a sticker so I remember which account it came out of, also some details about the transaction to jog my memory of the purchase.source |
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Card holders
I store any reward cards, gift cards, or business cards in here.source |
List/note paper
I cut down mostly just Target dollar spot note and list papers to just use on the go.Finance Routine
At the very least, I sit down on Sunday and do the following: open my bank account that coordinates with a certain card, pull receipts out, and flip to my weekly calendar. On the date that it cleared I add a sticker that coordinates to that account, where I spent money, how much was spent, and any other details to note (like what I bought). Then I toss receipts or file them away.Here's a detailed video (my debut to YouTube, so be nice) of my setup for your viewing (hopefully) pleasure! Please don't hesitate to ask questions, or share any helpful suggestions.