Then, after you go to the store, enter the Amount spent on the left and then update the Balance for that category. You can also use it keep track of how much money you have left in a few critical variable expense categories, such as groceries and entertainment.Īt the beginning of the week, list how much money you have to spend in the categories you are wanting to track (by entering the amount in the Balance column). You can do that with this personal planner as well, but the idea of the budget section is to not just list your expenses. It is typical for a planner to have a place for you to list expenses. The budget section is a unique feature in the weekly planner. If you want to print multiple sheets at a time, you can duplicate the worksheet (right-click on the worksheet tab and go to "Move or Copy"), edit the dates at the top of each worksheet, select all the worksheets you want to print (by holding down the CTRL key as you select the worksheet tabs), and then print them all at once. This is the simplest approach for people not familiar with Excel. The template was designed so that you can edit the start date and then print a single planner page. Holidays and Events: The spreadsheet is already populated with many US holidays and observances, but you can also list your recurring annual events like birthdays and anniversaries.Appointments: Most planners use up a lot of room for appointments, but if you are so busy you need to list more than 5 appointments, you'll probably be using a phone, so I kept this section small to make room for everything else.Monthly calendars: Use the mini monthly calendars at the top for a convenient reference.Budget tracker: Track your budget for weekly variable expenses like groceries (see how below).Daily Goals: Identify your two most important goals each day.To Do List: List tasks you want to complete during the week.Shopping List: List important items you need to remember.Water and Exercise: Track how much water you are drinking and list your exercise routine each day.Meal Planning: List your meals for each day of the week.Here is what is included in the 1-page weekly Personal Planner Template: If you don't want to include holidays, you can delete the holidays from the list in the Holidays worksheet (see the instructions in that worksheet).Download a printable personal planner for Microsoft Excel®Īre you tired of having separate planner pages for appointments, meals, budgeting, exercise, and to do lists? I was recently challenged to create a weekly personal planner with everything you need on a single page. If you select any option from the drop-down list other than "none" the holidays will be included as non-working days. You can edit the list of holidays via the Holidays worksheet. By default, the "Non-Working Days" option is set to "none." If you want the rotation pattern to skip holidays and weekends (the spreadsheet refers to these as "non-working days") then you can select the option that works for you from a drop down at the top of the worksheet. In addition to the pattern, you need to enter the date that the pattern starts. However, you can duplicate the worksheet to set up calendars for different employees or teams.įor example, the pattern "DDDDxxNNNNxxxx" would mean working 4 days in a row on the day shift (D), followed by 2 days off, followed by 4 days in a row on the night shift (N), followed by 4 days off. This spreadsheet was designed to display the work calendar for a single employee or team. You can change the legend to match what you want to use in your pattern. The letter or number for each shift is defined in the legend above the calendar. The shift rotation is defined as a pattern of letters or numbers consisting of "x" for days off and either a number or letter to indicate which shift you are working. This spreadsheet was designed based on the Rotation Schedule template, which does basically the same thing except shown in a different type of calendar layout. The work days are highlighted automatically in the yearly calendar using a technique known as Conditional Formatting. This template allows shift workers to create a yearly work calendar by defining a rotation pattern and a start date.
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