Creating a Finance Tracker from an Erin Condren Teacher Planner

Published on Jan 19, 2024
In today's video I will be creating a long term financial tracker from an Erin Condren Teacher Planner. I wanted to have a place to track my income, savings and spending month to month and year to year. I want to see that long term tracking of these items. I could not find a tracker that was already published so I decided to make one for myself. I am going to use and Erin Condren teacher planner that I purchased at Target his past summer.
Hi, I’m Crystal. Welcome to a Crystal Clear Life where we talk about planning, organizing and living a more simplified life. I use Microsoft OneNote 365 on my PC to create functional and decorative planners and notebooks to help keep my life organized. OneNote is awesome because it crosses all platforms so I can use it on my desktop PC, my iPad and my Android phone. That way I am never without my planner! Hope you enjoy.
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Chapters
0:00 - Introduction
1:41 - Why did I pick this planner to use?
2:25 - All about me page and future purchases
4:40 - Communications Long
5:25 - Designated Sinking funds
13:15 - Spending categories
15:35 - Little Man cameo
16:00 - Mortgage Payoff
17:30 - State and Federal Taxes tracking
18:05 - Monthly set up for bill tracking
22:25 - Monthly dashboard and financial snapshot
29:20 - Checklists for bill pay, savings, debt payoff and investing
31:20 - stickers included with the planner
32:40 Review and Conclusion
🐈‍⬛:: Products used in this video
• Erin Condren teacher Planner
www.erincondren.com/colorblen...
🐈‍⬛ Crystal Clear Life is a community of learning, encouragement and inspiration. All comments should be considerate and kind. Any mean spirited negative comments will be deleted and any future comments will be blocked. Let’s lift each other up as we learn new skills.
Production Music:
TrackTribe - Back To Portland
Microsoft OneNote 365 Icon Used with permission from Microsoft
#CrystalClearLife
#ErinCondren
#FinancialTracker

[@karenpena4757]

I really loved seeing your cat come on camera just on que as you were talking about pets expense.

[@CrystalClearLife]

Hahaha, I didn't even realize that! 😅 He is very sweet, just over a year old.

[@karenpena4757]

don't have a good way, have been tracking for years. as always love your idea., Love how the cat came on camera just at the time you were talking about pet expense's

[@CrystalClearLife]

Thank you very much!

[@CrystalClearLife]

Financial tracking or discovering where your money is coming from and where it is going is very helpful. I looked for a tracker for my finances for year after year analysis and could not find one, so I have decided to create my own out of this Erin Condren. How are you tracking your income and spending? Do you know of a good tracker that I could check out? 😊

[@karenpena4757]

Where did you find the planner did you order it.

[@CrystalClearLife]

I bought it at target last July. But I think they have it on their website.