home management binder: financial section

by Barb on February 19, 2013

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Home Management Binder: Finances

With America Saves Week just next week (February 25th to March 2nd), I need to organize the financial section in my newly-revised Home Management binder. My goals for this section is to provide a framework for my husband or my family should something happen to me.

A Quick Review of my new Home Management Binder

As I mentioned in my post about Productivity 2.0, I am resurrecting my home management binder which I had stopped using when I switched to digital planning with Evernote and Nozbe. However, I’m finding I need a paper binder for household management. My cleaning has suffered because the daily tasks get lost in the other tasks in Nozbe, same with my monthly cleaning. My menu planning has been lackluster because I don’t have lists of our favorite meals, quick meals to make, side dishes, etc. My husband isn’t interested in my Google calendar, as pretty as it is; he wants a calendar on the wall to look at. The other household members feel the same way.

As the Home Manager, I need to make my systems work for everyone, not just me. I’ve asked my husband what he wants included, and I’ve discussed it on my Facebook page. I went through the lists on ListPlanIt to get a sense of what could be included. Some of the lists on ListPlanIt I will be using elsewhere such as the lists for tax season.


Items to Include in the Financial Section

List of Accounts with the number and contact information
Banks, Car Loans, Utilities, Credit Cards, School Tuition
(I am keeping the security information elsewhere under lock and key)

List of Appliances with Model Numbers
How many times have I forgotten to check the model number before ordering a part? This list will also serve as an inventory which will also be kept with our secure financial information.

Our weekly budget
I keep my running total for our weekly budget elsewhere. This page will serve as a reference when my husband and I are discussing upcoming purchases, etc.

Monthly Expense Schedule
This is purely informational for my husband since I have our bills set up for automatic payment and scheduled in our Quicken program. If something happens to me, my husband will have a snapshot for the month as a place to start.

Do you have a financial section in your home management binder? What do you include?

Because I love meeting new people and sharing, this post is linked to:

Better Mom Mondays Linkup, Share Your Life, Frugal Tip Tuesday, Tackle It Tuesday, The Mommy Club, Works for Me Wednesday

For the List Lover in You - List Plan It

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Meet Barb

Barb Hoyer has written 3513 posts.

After working in the fundraising world for over ten years, Barb is an avid runner, writer, photographer, parent volunteer, and lover of dictionaries and thesauruses. Wife to an engineer and mom to 5 kids, Barb lives in the suburbs of Philly. Her idea of relaxation is an afternoon on the couch with a stack of books.

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{ 9 comments… read them below or add one }

Jamie at Prepared to Eat February 19, 2013 at 10:50 am

This is an excellent idea. I had a household binder, but I haven’t done anything with it in well over a year. I should dust it off and put it back to work!
Jamie at Prepared to Eat recently posted..Pumpkin Cheesecake


Barb February 19, 2013 at 2:23 pm

I was really good about keeping mine up to date when I was pregnant, and haven’t done much with it since my last child was born 4 years ago.


Michelle February 19, 2013 at 5:19 pm

Great ideas! I need to get myself organized!
Michelle recently posted..Our Own Personalized Lenten Journey


Sheila February 19, 2013 at 5:24 pm

What is the difference between a budget and a home management binder?
Sheila recently posted..See Sarah lose the frugal way


Barb February 20, 2013 at 4:45 pm

The binder lists all the chores, menu plans, meal ideas, financial stuff – basically all the info you need to run a household.


Alison Shaffer February 20, 2013 at 8:13 pm

I need to look into this, I have a binder for business cards and addresses but it is a mess. other papers need to be better organized too. thanks for sharing this!
Alison Shaffer recently posted..Sam Shelton’s new album ‘Reservoir’ Giveaway-Enter here


Barb February 21, 2013 at 2:45 pm

I would definitely check out ListPlanIt. I also like Life Your Way’s printables which are free.


Sharon at Momof6 February 25, 2013 at 1:41 pm

This is quite impressive! I don’t use home binders at all…. I keep all of my cleaning to-do’s on my reminders list, so it is integrated with my calendar (but my husband doesn’t sync to it, so he doesn’t see them). And we have file folders for all of our accounts and appliance manuals, etc. So I’ve never pulled them all together in one place like this….. hmmmm…..

And yes, I totally agree that the system has to work for everyone in the house! Thanks for linking up with us at #ShareYourLife!
Sharon at Momof6 recently posted..Homemade Chewy Dried Cherry Biscotti Recipe!


Barb February 26, 2013 at 7:02 am

As a visual person, I found the cleaning reminders distracting when I included them in my electronic calendar. I also didn’t pay attention if they showed up on my phone. I’m finding the one page on the counter helps me focus during my cleaning time, and I don’t worry about getting the cleaning done when I’m looking at my other tasks in Nozbe. I guess it’s in keeping with the idea of having a list in context in the Getting Things Done system, my context is the home.


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