In today’s world, many of us never even see our money. I mean this in a way of physically holding it. With paying for everything with credit & debit cards and even just holding up our cell phones to a credit card processor, we never have something physical in our hands.
It is so important to track your finances for this reason. You need some sort of way to see all your finances in a crystal clear way. We need to see the money we have coming in, going out, taxes withheld and all in between.
Well, the PLANWITHBEE X PERFECTIONISMPRINTS MINI FINANCE BUNDLE planner insert is going to be your new best friend in your planners, or even in a 3 ring binder or file folder system! It is going to help you clearly see all the information you need to see so you know where your money is going!
Let’s get into all the details & photos, shall we?! For a video tutorial for this insert, check out my YouTube video below!
Let me introduce to you the PLANWITHBEE X PERFECTIONISMPRINTS Mini Finance Bundle! Amanda at Perfectionism Prints (Etsy) & I have collaborated to bring you this very well thought out finance bundle. Whether you are using it for day to day life to track bills & purchases, or if you are a small business owner needing to track your expenses & income.. these inserts will work for you! Let’s dive into what is included in this bundle! (Links to purchase will all be down below as well as ways to connect with me & Amanda!)
In this bundle you purchase, you will receive a monthly finance overview, quarterly finance overview & yearly finance overview. All very important to make up this entire bundle. It is offered in 13 planner sizes, 1 of which is letter size to use in a 3 ring standard binder or file folder system! Let’s take it section by section…
Starting with the “Monthly Finance” Section, this 2 page spread has an UNDATED mini calendar, so you can buy once and use for many years to come, an income log & an expense log. Within the logs there is a “C” column, this is a coding column! We really wanted this to be incorporated somehow so you can color, letter, number or symbol code. It takes up very little space yet provides you a lot of helpful information for these inserts.
Also on the income log there is a column for the date, your gross income, net income & source. You can track all your income no matter where it comes from & show what it is after taxes are withheld or set aside. Under these columns is a “summary” section perfect for totaling things up, writing notes or whatever you need to use it for.
On the opposite side of this 2 page spread is the expense log. A full sheet, because we know we need lots of lines for this section, to write down all your expenses, purchases, bills or whatever you need to write. We though long and hard about these headers as well so it would work for both the everyday life & bill tracking or work for a small business owner!
So there is again that “C” coding column to put colors, symbols, letters or numbers. With this you can then correspond your code to the mini monthly or anywhere else in your finance or planner system so you do not have to keep re-writing everything down. Saves space, time & still provides you all the info you need to know!
Next to the “C” column, there is another small column with an “*”. This is intended to be an area you can check off if something is on auto pay to again provide you all the info you need without taking up too much space.
Following that are the “date”, “description”, “amount”, “notes” & checkmark columns. We wanted to make sure there was a notes column so you can put further information such as why you made the purchase or even if there are reference numbers you need to jot down. Again, at the very bottom you have that summary section again as well.
Now, let’s get into the next part of this bundle! The “Quarterly Finances” Overview. I love this part! This 4 page spread gives you a page per quarter & gives you an overview week by week. So now, you can further break down exactly what weeks you did what as your overall numbers!
The headers for this portion are “week”, “total income”, “total expenses”, “savings/profits” & “notes”. We chose these headers again to work great for however you choose to use this. If you are tracking day to day bills, you might want to track your savings. If you are a small business you might want to use this to track your profits. You get to decide, making this perfect for anyone!
Below these columns is a totals line followed by a summary section.
The last part of this bundle is the “Yearly Finances” overview. This is a one page spread perfect to round up your entire years worth of finances broken down by month!
The columns on this insert include a “month” column, “total income”, “total expenses”, “total savings/ profits” & “notes”. Below this is your totals line followed by the summary section. This is great to put all those end of year notes & totals to see how well you did & see a breakdown of exactly where all your money has gone!
These inserts are designed to give you the maximum amount of information even in the smallest space so you don’t miss a beat, or a dollar, in tracking your finances!
Be sure to also go show Amanda at Perfectionism Prints some love by following her on Instagram @perfectionismprints as well as on her YouTube & Etsy shop! She has loads more of amazing, functional planner inserts perfect to keep you organized!
BUY THE PLANWITHBEE X PERFECTIONISMPRINTS MINI FINANCE BUBNDLE HERE (& check out other amazing insert by Perfectionism Prints!):
https://www.etsy.com/shop/PerfectionismPrints?ref=simple-shop-header-name&listing_id=845712074
DISCLAIMER: Sometimes my posts contain affiliate links. If you shop through these affiliate links I could receive a small commission at no extra cost to you. This allows me to continue providing you with my content & I appreciate your support for Plan With Bee & thank you (:
