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.

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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.

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Stickers

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.

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Card holders

I store any reward cards, gift cards, or business cards in here.

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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.

Setting up a new Filofax or planner can be a very overwhelming and daunting task. I don't know about you, but I'm very visual. I need to see it and I need to write it down. I've come up with some tips to follow that help me visualize how I want to set up my planner:

Next up on my setup list is my new compact Saffiano Filofax in gold that I'll be using as a wallet.

Hope you enjoy it! I'd love to see how you're using it in your Filofax or planner, just use #paperandmoss and tag me @paperandmoss on Instagram.

The Damero Satchel bag is a genuine leather bag with a small price tag. It has some similarities in style that the Cambridge Satchel's have. It comes in 8.5 or 11 inches. I chose the 11 inch because I like to carry my A5 Filofax with me all the time. My Filofax fits perfectly, with a little room left. Inside it has a zipper pocket and an open pocket. Outside there is an open pocket and an opening to put a photo or something fun (like the camera I have in mine). The satchel has magnetic closures. The only thing that bugs me about the bag is the strap not having a loop to put the excess strap through—not a deal breaker though.

I've moved into a personal size Malden Ochre. I'm using it as a wallet and to house my monthly, weeklys, and lists. We will see how I like this compared to the A5 size.

What has me so crazy these days? What's the only thing I've been able to think about? Let me introduce you to Filofax.


These gorgeous, colorful planners are just what was missing in my life. I felt the need to be organized get better at time management being self-employed, but didn't know how. That was until I stumbled upon a photo of a Filofax on Pinterest. Ever since I've been completely head-over-heels in love. So much in love that when I received my first Saffiano Filofax in raspberry I ordered a second Filofax in the Original Patent Nude to use for my business. I can keep personal and work separate.


I've always swooned down the scrapbook, office supply, and craft isles, but never had the need for washi tape, scrapbook paper, fun paperclips, stamps, etc. until the Filofax community opened my eyes to endless decorations for customizing my Filofax. It's a fun way to be creative and try all of those products I've yearned after for years, but never felt justified buying.


I'm still busy setting up both of my planners, but it's worth it! I can't wait to actually start using them day-to-day. There are so many printables out there you can find on Pinterest and Etsy. Decorative organization? How can you say no to that? I hope to post more about my adventure as well as linking to some useful sites to help others out there along their planner journey.