Thank you so much for making this video! I just spent two hours working on my pool so when I'm not dying and trying to fall asleep I'm going to come watch it again! You've inspired me to start doing better with my finances and I really believe this method is going to help with that. Thank you again!
Thank you so much for this. I was always very hands-on with my finances, and then I got sucked into the digital world, and while it certainly has its benefits, I feel completely out of touch with how I am doing financially. I need to be hands-on like you are in order to know what’s going on and make sure all the right things are happening. Thank you for sharing this.
This was great. I do a lot of similiar things, but I learned some great new things I want to add. The alerts are great. My main spend is my PayPal card and I get an email everytime a charge occurs. It's very useful! Thanks so much!!
Thanks for watching Monique! Aren't those alerts helpful....and a gentle reminder to stop spending. LOL. 😂. When I see my alerts, I am like wow- 4 in one day... Noelia Stop Spending!!
Loved every minute of this. I’ve watched 3-4 times already. You’ve got the things I knew I was missing in our finance tracking. Spending my weekend creating inserts and setting up a new system since I’m switching from a bound book to rings. Thank you so much for sharing in such great detail.
Yay! Thanks for watching!! It genuinely makes me happy when people get clarity from my system. Making inserts is so amazing, because sometimes you need something just for you. I love making my inserts! I hope you create perfection for your finance section!!
Hi! There are great videos out there on how to make inserts on Canva. Canva has a free subscription. I suggest you get that and just practice. I had no idea how to use canva when I started but I saw RUclips videos and practiced. My inserts are still not perfect-but they are perfect for me. I hope that helps! Thanks for watching!!
I love your financial section. It’s well organized, this is what I need structure. I am a new subscriber. I was in a personal size but never thought to use Franklin Covey inserts. I changed planner size instead 🤦🏾♀️Thanks so much for sharing !
Yay for being a new subscriber!!! It tooks some tweaking over the years to make my finance section perfect for my needs. I am sure you will find your grove whatever size you choose! 🥰
I have set up budget “buddies” for my kids and grandkids. For years we used the portable file folders. It’s time to update to a planner style. Thank you for the explanation and samples. If you don’t tell your money where to go, it will disappear.
Good Morning! GREAT video, GREAT information not redundant it all made sense 😂 Just like with your planner system, you are so good and organized with your finances🙌
Love this video!!!! So informative and helpful! Would you consider adding your Monthly Snapshot insert to your website? ( Generic of course) I would love to have one!
Hi Dana! Thank you for watching. Yes, actually. I will put up the monthly snapshot as a freebie. The 6 categories would be blank for you to fill in. I am currently battling a horrible cold, but I will be sure to have this up by the weekend. Stay tuned. oh... and Dana- I want you to know that I got your email and I cried. Thank you for reading. Thank you for writing. Thank you for reminding me that words matter. Big hugs! 🥰
@@MyMoxieDreams Yay! Looking forward to using it in my planner. Thank you so much for it, and all your freebies! My planner is full with them. 😊I’m sorry to hear that you are still sick! I will continue to keep you in my prayers. 🙏🏻 And you are so welcome for the email. I meant every word. ❤️
I love this video, it’s a bit much for my simple budgeting needs, but great to see another way to track expenses/budget. Could you do a video on how to print, cut, etc from Canva🤣 I am having the hardest time printing in A5 size for my expense tracking.
Hi there, thanks for watching. Yes, I am actually doing a FAQ video - which will include cut lines on inserts and how they are all different and how to cut based on those differences. I have a video a short video on canva. if you go on my channel and look for that playlist you will see it. could be helpful until I make the next video. 🙂
I was wondering how you handle sinking funds. Do you have specific categories for certain big expenses or do you just make sure you have enough savings on hand to handle anything that might come up?
I have several savings accounts where funds are allocated to. I do not do monthly sinking funds. Instead, when I received my annual bonus- I take that money and allocate for each category- so I basically have the money a year in advance. So my bonus money goes into : travel, annual subscriptions, birthday/christmas, retirement, etc. Every year my bonus funds the same accounts. I hope that makes sense.
Hi Jennifer - thanks for watching. Will definitely work on it. My inserts are not perfect. so it is hard for me to give them as freebies when I know they aren't exactly how I would want them to be. I will try though!
Great video as always. We’ve fallen off some of our budgeting as life got crazy but hubs and are we’re just talk in about needing to revamp and I’ve been working on a ring budget/home setup. Plus I’m working on a budget planner add-on for the planner I’m designing so it was helpful to see how others budget and what they need and want. I do have an unrelated question. Your FCC rings is your EDC so what is the moleskine? I always thought it was the EDC bc it’s smaller and more portable.
Hi there!! Again thanks so much for watching. I totally get the revamping of the budget- I have been consistently over budget in EATING OUT category for like 8 years now.... LOL 😂. I hope you find what works for you and the hubs. Your unrelated question- is one that I have been getting often. So I literally just recorded a couple of videos for a 3 part series. 1st one is My EDC and what that means to me. 2nd. My EDC planner Bag 3rd. My EDC In my purse. I think everyone will be intrigued by Part 3 because I have never shown it (on purpose) but I think it is important to share how it all comes together. So keep an eye out for that in the coming week or so. 😉
Noelia, thanks for sharing your budget process. It’s very inspiring. If this is your everyday carry (along with your moleskine), does that mean you actually carry it when you leave the house? If so, aren’t you nervous that it might get lost or stolen? 😫 Also, what scale percentage do you enlarge your inserts when you copy or print them?
Hi Corretta- Thank you for watching!! In regards to your questions - I just recorded a couple of videos for a 3 part series. 1st one is My EDC and what that means to me. 2nd. My EDC planner Bag 3rd. My EDC In my purse. I think everyone will be intrigued by Part 3 because I have never shown it (on purpose) but I think it is important to share how it all comes together. So keep an eye out for that in the coming week or so. 😉. I am not nervous about losing my planner when it is with me because she is too chunky to lose and thankfully I live in a happy and sleepy town where no one would steal it. Your last question about scale %- not sure what you mean. When I purchase inserts- they are sized specifically for Franklin Covey Compact size inserts. Now, when I decide to use those for my pocket moleskine or pocket rings (when I was testing it out) I would shrink the FC compact down to 82-84%. I hope that helps!! :)
Wow! I wish I was this disciplined! I’m going to give it a shot and see how it goes do! Thank you so much for sharing!
Thank you so much for making this video! I just spent two hours working on my pool so when I'm not dying and trying to fall asleep I'm going to come watch it again! You've inspired me to start doing better with my finances and I really believe this method is going to help with that. Thank you again!
YAY! That makes me happy that you found value and takeaways from it. I hope you find your perfect system that works for you. 🥰
Thank you so much for this. I was always very hands-on with my finances, and then I got sucked into the digital world, and while it certainly has its benefits, I feel completely out of touch with how I am doing financially. I need to be hands-on like you are in order to know what’s going on and make sure all the right things are happening. Thank you for sharing this.
This all was amazing, your system is the first that actually makes sense to my brain! Thank you for sharing 🖤
Awe- Elena! I am glad it made sense to someone besides me...LOL 😉 Thanks for watching!!! 🥰
NOT REDUNDANT AT ALL!!! Thank you soo much for sharing this.
Glad you enjoyed it!
This was great. I do a lot of similiar things, but I learned some great new things I want to add. The alerts are great. My main spend is my PayPal card and I get an email everytime a charge occurs. It's very useful! Thanks so much!!
Thanks for watching Monique! Aren't those alerts helpful....and a gentle reminder to stop spending. LOL. 😂. When I see my alerts, I am like wow- 4 in one day... Noelia Stop Spending!!
Loved every minute of this. I’ve watched 3-4 times already. You’ve got the things I knew I was missing in our finance tracking. Spending my weekend creating inserts and setting up a new system since I’m switching from a bound book to rings. Thank you so much for sharing in such great detail.
Can you upload how you make your inserts ?
@@ireneroland3070 I don’t do videos, sorry. But I use Affinity Publisher to make them.
Yay! Thanks for watching!! It genuinely makes me happy when people get clarity from my system. Making inserts is so amazing, because sometimes you need something just for you. I love making my inserts! I hope you create perfection for your finance section!!
Hi! There are great videos out there on how to make inserts on Canva. Canva has a free subscription. I suggest you get that and just practice. I had no idea how to use canva when I started but I saw RUclips videos and practiced. My inserts are still not perfect-but they are perfect for me. I hope that helps! Thanks for watching!!
I love your financial section. It’s well organized, this is what I need structure. I am a new subscriber. I was in a personal size but never thought to use Franklin Covey inserts. I changed planner size instead 🤦🏾♀️Thanks so much for sharing !
Yay for being a new subscriber!!! It tooks some tweaking over the years to make my finance section perfect for my needs. I am sure you will find your grove whatever size you choose! 🥰
I have set up budget “buddies” for my kids and grandkids. For years we used the portable file folders. It’s time to update to a planner style. Thank you for the explanation and samples. If you don’t tell your money where to go, it will disappear.
Thanks for watching!! I hope the new planner system will be effective for everyone. 😊
Good Morning! GREAT video, GREAT information not redundant it all made sense 😂
Just like with your planner system, you are so good and organized with your finances🙌
Thank you Chica!! 🥰
Love this video!!!! So informative and helpful! Would you consider adding your Monthly Snapshot insert to your website? ( Generic of course) I would love to have one!
Hi Dana! Thank you for watching. Yes, actually. I will put up the monthly snapshot as a freebie. The 6 categories would be blank for you to fill in. I am currently battling a horrible cold, but I will be sure to have this up by the weekend. Stay tuned.
oh... and Dana- I want you to know that I got your email and I cried.
Thank you for reading. Thank you for writing. Thank you for reminding me that words matter. Big hugs! 🥰
@@MyMoxieDreams Yay! Looking forward to using it in my planner. Thank you so much for it, and all your freebies! My planner is full with them. 😊I’m sorry to hear that you are still sick! I will continue to keep you in my prayers. 🙏🏻
And you are so welcome for the email. I meant every word. ❤️
Super helpful video. Thank you for sharing!
Thanks for watching!
This was so helpful. Thanks so much for sharing ❤
You are so welcome! Thank you for watching!!! 🥰
Such a wonderful video!!! Thank you for sharing
Thank you for watching Melissa! 🥰
I love this video, it’s a bit much for my simple budgeting needs, but great to see another way to track expenses/budget. Could you do a video on how to print, cut, etc from Canva🤣 I am having the hardest time printing in A5 size for my expense tracking.
Hi there, thanks for watching. Yes, I am actually doing a FAQ video - which will include cut lines on inserts and how they are all different and how to cut based on those differences. I have a video a short video on canva. if you go on my channel and look for that playlist you will see it. could be helpful until I make the next video. 🙂
I was wondering how you handle sinking funds. Do you have specific categories for certain big expenses or do you just make sure you have enough savings on hand to handle anything that might come up?
I have several savings accounts where funds are allocated to. I do not do monthly sinking funds. Instead, when I received my annual bonus- I take that money and allocate for each category- so I basically have the money a year in advance. So my bonus money goes into : travel, annual subscriptions, birthday/christmas, retirement, etc. Every year my bonus funds the same accounts. I hope that makes sense.
This was so helpful. May you please share the monthly budget snapshot.
Hi Jennifer - thanks for watching. Will definitely work on it. My inserts are not perfect. so it is hard for me to give them as freebies when I know they aren't exactly how I would want them to be. I will try though!
@@MyMoxieDreams i think the way you have them are perfect. I love your channel.
Great video as always. We’ve fallen off some of our budgeting as life got crazy but hubs and are we’re just talk in about needing to revamp and I’ve been working on a ring budget/home setup. Plus I’m working on a budget planner add-on for the planner I’m designing so it was helpful to see how others budget and what they need and want.
I do have an unrelated question. Your FCC rings is your EDC so what is the moleskine? I always thought it was the EDC bc it’s smaller and more portable.
Hi there!! Again thanks so much for watching. I totally get the revamping of the budget- I have been consistently over budget in EATING OUT category for like 8 years now.... LOL 😂. I hope you find what works for you and the hubs. Your unrelated question- is one that I have been getting often. So I literally just recorded a couple of videos for a 3 part series. 1st one is My EDC and what that means to me. 2nd. My EDC planner Bag 3rd. My EDC In my purse. I think everyone will be intrigued by Part 3 because I have never shown it (on purpose) but I think it is important to share how it all comes together. So keep an eye out for that in the coming week or so. 😉
Noelia, thanks for sharing your budget process. It’s very inspiring. If this is your everyday carry (along with your moleskine), does that mean you actually carry it when you leave the house? If so, aren’t you nervous that it might get lost or stolen? 😫 Also, what scale percentage do you enlarge your inserts when you copy or print them?
Hi Corretta- Thank you for watching!! In regards to your questions - I just recorded a couple of videos for a 3 part series.
1st one is My EDC and what that means to me.
2nd. My EDC planner Bag
3rd. My EDC In my purse.
I think everyone will be intrigued by Part 3 because I have never shown it (on purpose) but I think it is important to share how it all comes together. So keep an eye out for that in the coming week or so. 😉.
I am not nervous about losing my planner when it is with me because she is too chunky to lose and thankfully I live in a happy and sleepy town where no one would steal it. Your last question about scale %- not sure what you mean. When I purchase inserts- they are sized specifically for Franklin Covey Compact size inserts. Now, when I decide to use those for my pocket moleskine or pocket rings (when I was testing it out) I would shrink the FC compact down to 82-84%. I hope that helps!! :)
Excellent video, thank you! What does the T & E mean on your credit score chart?
Hi there!! it is the credit bureaus that I track. Transunion and Experian. Thank you for watching!! 🥰
Looking for a printer to use the pre-cut paper for personal and A5 pages for planners, anyone have a recommendation?
I do not sorry. My printer is so old but it is such a workhorse that I won't upgrade it despite my job asking me to.. LOL
Would you be willing to just share the files?
Thanks for watching!! I will eventually when I have time to upload to my website. Stay tuned!