click&collect: 10-4 monday to friday | 153 greville st prahran

2022 Planner Accessory WHET22 Expense Tracker | Pocket Passport
$15.00 AUD inc GST

in stock

QTY
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Meet the newest addition to our planner accessory line-up...

Due to popular request, we've designed an Expense Passport. It's the perfect little tracker-to-go, that slots easily into the back pocket of your planner, to keep on top of your incomings and outgoings. She’s your passport to forming better money habits.

  

FEATURES:

Sections for recording:

  • One-time, fixed expenses; such as rent/mortgage, bills & repayments
  • Recurring or variable expenses; such as groceries, eating out & membership payments
  • Your savings goals
  • Plus other special expenses for the month; such as you daily coffees, birthday gifts, that new bag you’ve been eyeing off or a last minute flight to somewhere new… Only after you’ve covered all the essentials, of course...
  • There's also detailed line-item expense tracking, for focussing on certain areas of spending where you feel a little bit out of control 
  • And a space at the end of each month for summarising and reflecting on where you’ve spent your money, and how you could be a little smarter next month!

Please note, this tracker is for 6 months only - this was to keep is extremely small and light, so that it was easy to take with you in the back pocket of a planner. If you want to track for 12 months, please purchase two trackers OR start with one + see if the layout works well for you, without committing to a full 12 months.  

 

SPECIFICATIONS:

  • 28 pages | 14 sheets
  • 105mm wide x 142mm tall x 2mm thick
  • Fits seamlessly into the back pocket of any planner
  • Under 80 grams, perfect for carrying with you
  • 6 monthly sections
  • Lay-flat bookbinding [no need to prop or coax open]
  • 120gsm beautiful quality, kind-to-the-planet, off-white paper [FSC certified]
  • Designed in Melbourne, made with love and care by our socially compliant manufacturing partners in Shenzhen, China

 

TIPS FOR MAKING THE MOST OF YOUR TRACKER:

  • Fill in any known fixed expenses from the get-go: mortgage/rent, car payments/registration, insurance payments, phone bill, monthly membership payments, etc.
  • Fill in any large savings goals ahead of time, too. 
  • Record any known special expenses for the relevant months, such as significant birthdays, planned holidays, etc.
  • At the start of each month, fill in any other bills - such as electricity/gas, water, card payments, etc. - and their due dates.
  • Budget for recurring and variable expenses - such as weekly allowances for groceries, eating out, gym/fitness weekly payments, doctor/dental/physio appointments. 
  • Set aside how much you want to allocate to each savings goal - treat this as an expense, not an afterthought or "whatever I have left at the end of the month", otherwise you'll never prioritise putting money towards your goal. 
  • Calculate how much you'll have left, once all your necessary outgoing are accounted for
  • Then you can plan how you will spend what's left, knowing that your essentials are already taken care of. 
  • Our every little detail line item expense tracker wasn't designed for every single transaction you make each month, but rather as a way to focus on a handful of categories where you feel a little out of control. 
  • EG - if you go to the supermarket 2-4 time a week, or shop at a market or collection of specialty shops, you may make lots of little transactions and not even realise exactly how much you spend on groceries. Record every transaction here, then add them up for a clear picture of how you spend
  • OR - maybe you love to treat yourself to a coffee or two [or three], and the odd cocktail here or there, and have never considered how all these 'small' purchases add up. Use the every little detail section to record all of these purchases. 
  • At the end of the month, using your banking app and/or the every little detail section, summarise your key areas of spending vs how you budgeted for these. If you were over budget, or are just trying to reduce spending, go through each line item and tally how many transactions were truely 'unnecessary' (EG, maybe the 3rd coffee of a day wasn't really needed...)
  • If you keep going over budget, but can't find any unnecessary spending, this might be a sign that you need to reevaluate you expectations and adjust for budget accordingly (EG you budget $90 per week for groceries, but consistently spend $120, and rarely waste much... consider adjusting your budget to being $120)
  • At the end of each month, take time to reflect on your spending, how you felt during the month, and how you felt looking back at it. Use the self-reflection to adjust your approach + attitude towards money and spending for the next month. 

+ Description

Meet the newest addition to our planner accessory line-up...

Due to popular request, we've designed an Expense Passport. It's the perfect little tracker-to-go, that slots easily into the back pocket of your planner, to keep on top of your incomings and outgoings. She’s your passport to forming better money habits.

  

FEATURES:

Sections for recording:

  • One-time, fixed expenses; such as rent/mortgage, bills & repayments
  • Recurring or variable expenses; such as groceries, eating out & membership payments
  • Your savings goals
  • Plus other special expenses for the month; such as you daily coffees, birthday gifts, that new bag you’ve been eyeing off or a last minute flight to somewhere new… Only after you’ve covered all the essentials, of course...
  • There's also detailed line-item expense tracking, for focussing on certain areas of spending where you feel a little bit out of control 
  • And a space at the end of each month for summarising and reflecting on where you’ve spent your money, and how you could be a little smarter next month!

Please note, this tracker is for 6 months only - this was to keep is extremely small and light, so that it was easy to take with you in the back pocket of a planner. If you want to track for 12 months, please purchase two trackers OR start with one + see if the layout works well for you, without committing to a full 12 months.  

 

SPECIFICATIONS:

  • 28 pages | 14 sheets
  • 105mm wide x 142mm tall x 2mm thick
  • Fits seamlessly into the back pocket of any planner
  • Under 80 grams, perfect for carrying with you
  • 6 monthly sections
  • Lay-flat bookbinding [no need to prop or coax open]
  • 120gsm beautiful quality, kind-to-the-planet, off-white paper [FSC certified]
  • Designed in Melbourne, made with love and care by our socially compliant manufacturing partners in Shenzhen, China

 

TIPS FOR MAKING THE MOST OF YOUR TRACKER:

  • Fill in any known fixed expenses from the get-go: mortgage/rent, car payments/registration, insurance payments, phone bill, monthly membership payments, etc.
  • Fill in any large savings goals ahead of time, too. 
  • Record any known special expenses for the relevant months, such as significant birthdays, planned holidays, etc.
  • At the start of each month, fill in any other bills - such as electricity/gas, water, card payments, etc. - and their due dates.
  • Budget for recurring and variable expenses - such as weekly allowances for groceries, eating out, gym/fitness weekly payments, doctor/dental/physio appointments. 
  • Set aside how much you want to allocate to each savings goal - treat this as an expense, not an afterthought or "whatever I have left at the end of the month", otherwise you'll never prioritise putting money towards your goal. 
  • Calculate how much you'll have left, once all your necessary outgoing are accounted for
  • Then you can plan how you will spend what's left, knowing that your essentials are already taken care of. 
  • Our every little detail line item expense tracker wasn't designed for every single transaction you make each month, but rather as a way to focus on a handful of categories where you feel a little out of control. 
  • EG - if you go to the supermarket 2-4 time a week, or shop at a market or collection of specialty shops, you may make lots of little transactions and not even realise exactly how much you spend on groceries. Record every transaction here, then add them up for a clear picture of how you spend
  • OR - maybe you love to treat yourself to a coffee or two [or three], and the odd cocktail here or there, and have never considered how all these 'small' purchases add up. Use the every little detail section to record all of these purchases. 
  • At the end of the month, using your banking app and/or the every little detail section, summarise your key areas of spending vs how you budgeted for these. If you were over budget, or are just trying to reduce spending, go through each line item and tally how many transactions were truely 'unnecessary' (EG, maybe the 3rd coffee of a day wasn't really needed...)
  • If you keep going over budget, but can't find any unnecessary spending, this might be a sign that you need to reevaluate you expectations and adjust for budget accordingly (EG you budget $90 per week for groceries, but consistently spend $120, and rarely waste much... consider adjusting your budget to being $120)
  • At the end of each month, take time to reflect on your spending, how you felt during the month, and how you felt looking back at it. Use the self-reflection to adjust your approach + attitude towards money and spending for the next month. 

+ Shipping

Australian Orders

We send all parcels with tracking, via either Australia Post or Couriers Please.

Standard shipping: please allow 2 – 5 business days for delivery to metropolitan areas, and 3 – 8 business days for delivery to regional areas (including WA and NT).

Express shipping: orders are typically delivered the next business day after dispatch to all metropolitan areas in Australia, and within 2 – 3 business days for regional locations.

Priority packing: this is a special service we offer, for a flat rate of $25. Selecting this service ensures same-day dispatch for orders placed before 12pm, OR, for pre-ordered items, ensures your order will be sent on the first day of pre-order dispatch. All priority orders will also automatically be upgraded to Express shipping.


International Orders

Delivery times vary greatly between destination countries and regions - please see our general estimated timeframes listed for your country here.

Express options are available for most regions, and we would strongly recommend selecting these during high-volume periods.

Customs fees, import duties or taxes incurred for international deliveries are the sole responsibility of the recipient. If you require further information about your country’s taxes / duties, please contact your local customs or other relevant authorities directly.


Can I order a gift + send it direct to the recipient?

Of course! Simply specify that your order is a gift at checkout. You even have the option to add confetti to the order, have the item/s gift wrapped, and/or for us to write a handwritten greeting card for you, to be sent along with the gift.

You'll need to add your own contact details in the billing area, but make sure you use the gift recipient’s name and address in the shipping area at checkout. That way, the gift will be sent directly to the recipient, and the tracking + proof of purchase zapped directly to your inbox.

Please hop this way for our full guide to Shipping & Returns.

+ Returns

When making a purchase from us, please choose carefully! We want you to absolutely adore what you order, but we cannot accept returns unless your goods have been damaged in transit or are faulty.

We do not offer change-of-mind returns/refunds.

If anything you’ve ordered arrives damaged, please contact us straight away, providing us with your order number, and a description + photo of the damage. Please do not return any items before first making contact with us. Damaged items must be reported to us within five days of your order being marked as ‘delivered’ on tracking.

Requesting an exchange? Sure thing. Please reach out to us with your Order Number [starts with EKCo#] and the details of the items which you wish to be exchanged.

All merchandise that you wish to exchange must be returned to us unopened, unused and it its original packaging. Once your return is received, we will be in touch with a store credit for you to purchase your new items.

Please note that additional shipping charges will be incurred for change-of-mind exchanges.

Sale items are final and are not accepted for return or exchange, unless damaged or faulty.

Promotions and discounts are not transferrable.

We are also not able to accept any exchanges on any items with monogramming.

Please hop this way for our full guide to Shipping & Returns.

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