December 17, 2008

Choose the perfect planner - part 4

If you missed the previous posts, you can catch up here:

Part 1
Part 2
Part 3

This time we're discussing monthly and other tools.

Do you need a monthly event calendar? Do you need a budget or a financial page? What about a monthly goals form?

You need to decide if these are "deal-breaker" issues for you or if you'll be able to do without them.

This particular diary/ planner has an events page at the start of every month and it has one financial planning page spanning over two pages for the entire year.

I have to have a monthly page so that's a deal breaker for me but I don't have to have a page for financials since I typically do that in Excel.

If you haven't been answering the questions, take a few minutes to do so now.

What kinds of tools are deal breakers for you?

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Next time I'm going to show you how I personalise my planner.


Janet Barclay said...

It has to be small enough to fit in my purse and light enough to carry around without causing shoulder pain. That's why I switched from the Day-Timer Portable size to the Pocket size before buying my now-dead Pocket PC.

You'll be happy to know I have bought a 2009 refill for my Day-Timer! It's the weekly format, and I'll see how that works for me this year.

Marcia Francois said...

Janet, you’re right! I’m very happy to read that!