I love making lists. I make so many lists it’s not even funny- I literally have an entire binder full of lists. Some of them are fun (bucket list, places to go, books to read, movies to see, goals for the end of the year, etc.), and some of them are helpful in daily life. I have a whole tab for daily to-do lists, and one for finances. In the finances tab, I keep my: budgets, shopping lists, monthly goals, savings goals, and debt pay off plan. Since I put it together, I’ve been a lot better about meeting financial goals and staying organized. This article by Laura at I Heart Planners has even more things for you to keep in your financial binder:
-Bill trackers and due date trackers
-Annual income summary (month by month) -if you like less detailed budgets. Also great for tax info.
-Monthly budgets
-Debt trackers
-Savings trackers