How I use my Filofax as an On The Go Planner and wallet

I love my Franklin Covey A5 Planner, however it's not the smallest of planners. So sometimes transportation can be an issue. Any passionate planner addict knows that your planner goes with you pretty much everywhere. During my working week  it comes with me in my work bag and that's all good. Come the weekend I ditch my work bag and use my weekender or shopper, which are a lot smaller.  Most of our weekends, at the moment, are spent at the Bunnings/Mitre 10 (Hardware store), so taking a A5 planner with me is not really practical. Added to this is my somewhat endless frustration of hunting for the pen and lists in my bag.....yep I can't always be perfectly organised.

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So what's the problem?

When we are out and about in the weekends, I normally only have my keys, wallet, pen and lists...never ending list of dam chores!, which are normally in a notebook.  I would find myself carrying the notebook , wallet , phone, pen and keys. Now just to be clear, I do also use notes on my phone, but actually find it easier with a notebook, yep I`m a bit old school!  The other challenge is that we are cash based, which means that we use cash. (it's a very effective way to stay on budget, check out Dave Ramsey method if you want to know more). I thought ok there must be a better way to "carry" all this stuff, especially in the weekends. Ideally what I wanted was a wallet that could actually house everything, so all I needed when I went out was my wallet and keys.

 

Research/Options

While thinking about solutions,  I struck on the idea of a planner wallet. Well you guessed it, it turns out that it is a real thing. I got onto Pinterest and You tube and uncovered a treasure trove of "planner wallets" or "on the go planners". In my many hours of research I worked out that planner wallets were actually planners that were being used as wallets. These were normally pocket sized planners (the really tiny planners). The on the go planners were actual wallets that had planners in them, yep they are different. 

The pocket planners, like this Filofax leather Malden, very cute, are popular as wallets. However this was not really going to work for me because I needed to house my cash envelopes, and in reality I didn't need an actual planner as such more a "notebook"

Solution

Upon doing further research I came across actual wallets with small planners in them, as opposed to Planners used as wallets...get the difference!. These seemed to be referred to as "on the go planners" and Filofax appeared to have some good options. I thought about what I really needed in the wallet to help me deciding on the best style;

  • pen loop

  • notepages/calender/to do list

  • zip section for change

  • card holders

  • several compartments for receipts and dollar notes

  • or ability to hold cash envelopes

  • Somewhere to house the iphone

It might seem a bit silly listing out these requirements, but I find it really helpful when trying to decide on the best options when there is a lot of choice. So if you are ever overwhelmed by too much choice, try making a list of your needs , it might help.

Now that I got my requirements sorted, I was fairly quickly able to identify the best choice for me......drum roll please! 

The Filofax Saffiano compact organiser was the perfect solution, ticked off all my requirements. Best of all I could get it in my favourite colour, which we know is the most important thing of all. So Amazon took my money and I waited.

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My Set up

Finally the Amazon box arrived and I "unboxed it" no I didn't do an unboxing video! not really that exciting.!

Now came the fun part, the set up. There is just the right amount of card slots for my money cards, loyality cards etc ( I had already sussed that out when I ordered it). The zipped pocket is where I hold our weekly grocery and coffee cash and the compartment in front holds all the receipts. On this side I have my four most used cards, Visa Debit, One card (petrol and supermarket), Life Pharmacy and Fly Buys reward cards. The other side has four different store reward cards, just the main ones I tend to use. The front compartment has my coffee and dry cleaning cards. So the "wallet" part of the Saffiano was perfect. 

The "planner" part is actually a removable ring planner and many people just remove it put in a note book. I kept the "planner" in but changed the set up to suit me and how I wanted to use it.

As I was going to be using the wallet as the on the go planner mainly in the weekends, I thought about what sections would be really useful for me. I decided on 5 sections; 

  • To do - my "out and about" to do list

  • Shopping - grocery lists for our weekly shop

  • Inbox - bright ideas, other things that will need your attention at some point

  • notes - mainly a place to capture any ideas/thoughts/solutions on things as I am out and about. mainly measurements for the visits to Bunnings/Mitre10.

  • Calendar - monthly view only of the remaining part of 2018.

I took some existing ruled note pages, personal sized, that I had in my existing planner supplies as the inserts and made up my own dividers. I made the dividers out of card stock, cut them to size and laminated them. I used Sunday Morning from Craft Smith as I thought it was the perfect theme for this weekend "on the go planner", and the colours matched perfectly.

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My phone slots nicely into the side pocket on the outside of the wallet so I don't need to open it to get to my phone.

The final test was ensuring that the cash envelopes fitted perfectly, which they did and boom I had my perfect "on the go planner" 

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It's been a great purchase and the perfect solution to my frustrations. The best thing and what I love most is having the shopping list's all in one, it's so good when doing the shopping with a list. 

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If you want to see other ideas for planner wallets, just check out my Pinterest Planners board .

So how is your wallet set up? Is it working for you?, Do you use a planner in your wallet? Leave a comment below as I`d love to hear from you.

Have fun shopping !!!!

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My 2018 Planners - Part two

In my last post , I mentioned my other two planners that I will be using for 2018. These are my Kikki.K for my day job and my Carpe Diem for Tidying with Tania.  So this post brings to you all the awesome details on these two 2018 planners.

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Why three planners?

This is a very good question. It simply comes down to how I work and think and cope with fitting everything in. My Personal planner, Franklin Covey, which I shared in the first post is essentially my catch all, which helps me to see my months, weeks and days with full view of everything that I have to fit in. The other two planners are very specific to that part of my day and the details of what I need to do, and most importantly for me they are separated. I find that I like to work in "compartments" ...yip I just made that up...but it helps to describe how I work and why I have separate planners. If I had all the detail in one I would find it very confusing and overwhelming. Therefore the separate planners really help me to be focused. 

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My Carpe Diem - Tidying with Tania Planner

Obviously the name in itself is particularly motivating and totally apt for Tidying with Tania planner, or as is known my side hustle. This describes my wee business that I am slowly working on while doing my day job. This planner has to incorporate "the blog" as well as all my "business" goals and planning. For me this planner needs to be highly motivational to enable my inspiration so I need to really love working with it but it also needs to be functional and mean "business".....got my business socks on! 

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You will note a bit of a theme from my personal planner in how I set things up in this planner, however I have made specific sections in this folder for what I need to help me with the post schedules, planning and achieving my goals. I have 7 main sections;

  • Inbox - ideas or notes I take during the day
  • Month - month on a page
  • Week - week on a page
  • Goals - My 2018 Strategy goals
  • Plans - 90 day plans - editorial calendar
  • Projects - project planning sheets
  • Quarterly Reviews - progress log

Within the Month and Week sections I have sub folders;

  • Monthly to do
  • Monthly review
  • Weekly to do
  • Weekly Review

I also have three separate sections at the back;

  • Admin - reference information
  • Miracle Morning - My inspiration boards and affirmations
  • Readings - note pages 
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The inserts are mainly from Designerblogs.com , they are specifically designed for bloggers and I love the style of the inserts. They are functional and stylish, my ideal combination. I have also made some others myself on Google docs.

The dividers I made from card stock that I purchased and laminated. I get my card stock from Spotlight and also Warehouse stationery.  I love the colours and patterns as they go with the planner itself Carpe Diem and my business mentor work book Your Best Year 2018 .

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My Kikki.K - Day job planner

So this planner is quite different as it's designed to complement my electronic planning. All my monthly, weekly, and schedule , emails etc are all managed within Outlook. I do find that I use a notebook, of which over the years I have refined to three main sections;

  • Today - daily (undated) which I section out with notes/emails/actions
  • Meetings - notes pages
  • Coaching - note pages

As a side note - I use my "Today" page to simply write notes that pop up during the day, also any actions and emails I need to follow up on from activities during the day. I transfer these every day into my calendar and to do list

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Additionally I have four other sections;

  • Actions - my master To Do list
  • Plans - Business Plan and 90 day plans 
  • Diary - Just note key important dates - travel and conferences
  • Notes - general notes section

I am using a Kikki.k large personal planner similar to this one . All the inserts are Kikki.K and came with the planner. As I love to personalise my planners, as with the others I have made my own dividers. I got this great card stock that is themed on Coffee from the Warehouse Stationery which is perfect for a work planner!. Functional and stylish combination..boom!.   I am in love with the grey and pink and this goes well with my "pink" summer bag.

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Well folks that's the overview of all three of my planners done. Let me know what you think. Has this inspired you to start using a planner? Need any help with choosing a planner? How to use it? Just drop me a line, you know I love planners so would love to help. Also share what planners you use and how you use them.

Have a fabulous week and we will catch up in my next post. 

Final note, don't forget to check out the details on the amazing giveaway that I have for this month.....see all the details below.

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Make sure you follow my on social media, links below where I have more fun and interesting information

Giveaway 

Now for the most exciting news. I have a beautiful 2018 planner from Create 365 The Happy Planner, to giveaway this month to help you to plan and achieve your goals. All you need to do is to ensure that you have signed up to my newsletter below and you will go in the draw to receive this fantastic giveaway. All existing subscribers are included so you do not need to sign up again.

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