Hello My Charmed Ones!
Today, I want to give you a peak inside my planner to see how I track recurring monthly tasks, and the insert I use to keep this information organized for me.
Recurring monthly tasks are those items that we only need to do usually once a month or perhaps less frequently. They could be payments or bills, but they can also be life tasks that you only need to work on about once a month, and even in those cases, they may not happen on a specific set schedule.
I personally like to keep track of when I complete these sorts of recurring tasks on their own tracker for piece of mind that I know things are getting done and so that I have a reference of what date each month I did the task, if it’s important to keep that information.
Here are some examples of the Recurring Monthly Tasks that I track:
Dog grooming, nails, teeth: I do my dog grooming myself, which consists of bathing, cutting nails, brushing teeth etc but I don’t always do these tasks together or on a set date.
Dog Food: I make my dogs wet food, and one batch usually lasts me around 6 weeks, so I like to track the last time I made the food to help me anticipate when I may need to do it next.
Business Finances: This means going through and totaling up all my income and expenses to make tax time a little easier. It’s something I try to get to once a month.
Washing my car: I don’t have a set schedule for washing my car, but I do like to track the last time I did it so I know how long it has been.
Posting new freebies: This is a task I do each month but the day I do it may vary, so I track it for my own peace of mind.
Manual payments: Most of my bills are on autopay or have a specific due date that I am aware of, but I do currently have one bill that is a one off-manual payment where the due date varies and I like to track that I paid it each month and the date I did so.
Now, the specific insert I use to track these recurring monthly tasks is a Yearly Task Tracker of my own design. It has space to write out the task and then large boxes for each month of the year so that you can either check off the task the months they have been completed or write in the date you completed the task.
As you can see from the image above, I do a mix of checking off tasks and writing in the dates. If I feel like it’s necessary to have the date for reference I like to write it in. I find that particularly helpful for certain tasks and bills.
You can get this insert free when you enroll in my Productivity + Planning Mastermind Membership.
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xoxo,