Moving into a New Planner: Part 1.

May 8, 2017
Switching Planners: What to Do Before Moving into a New Planner

moving into a new planner is exciting. but it can get stressful if i feel like i’m just moving a mess from one planner to another!

in this post, i take stock of my existing planner setup before i move into a new one. more specifically, i go through my ochre malden and decide what will (and will not) go into my new spring planner. part 2 will show you the new planner once i’m all moved in!

will i use the new planner in the same way?

Inside my Filofax Malden in Ochre, which I'm using as an on-the-go planner and a wallet.

i’ve been in my filofax malden for half a year now. it’s my on-the-go planner and my wallet, it’s perfect for when i’m working at Maid2Match Geelong, definitely beats having to carry a purse around plus its easy to check which clean i’m going to next. it’s worked out well, but i may want to switch things up. i don’t think my new planner will serve as a wallet.

how cute is that hipster frenchie dashboard though? i found him at michaels, and he’s definitely sticking around for the new planner!

This Week's Coupon at

don’t move EVERYTHING into the new planner.

in the photo above, i have a doctor’s appointment reminder clipped to my first divider. that was the perfect spot for it when the receptionist handed it to me weeks ago! but i’ve calendared it already, so i don’t need that slip of paper anymore. i clean out loose papers and old notes before moving into a new planner. you know, some basic housekeeping.

i also have my manicurist’s business card tucked into that front pocket. that’s the trouble with using your filofax as a wallet. more stuff accumulates than would otherwise! i’m going to put her number into my phone and throw out that card before moving into the new planner.

keep only the inserts you actually use.

I keep the Filofax Contacts sheets in my planner to store emergency numbers as well as numbers for work.

i never used to use the contacts pages that came with the filofax. everything was in my phone, after all! but what if you forget your phone, or its battery dies? that’s why i keep emergency numbers on these pages at the front of my planner. in fact, i’ve been meaning to add some convenient work numbers as well. so these contacts sheets will definitely go into the new planner.
I record my dog's vet visits on this homemade planner insert so we can keep track of his medication and get reimbursed by our insurance.

i made this printable to keep track of jagger’s vet visits. i’ve mainly been using it to keep track of his flea medication. my husband reminded me though that it’s also helpful for insurance reimbursement requests. so this one’s a keeper.

get rid of unhelpful or non-useful inserts


i’ve picked up some great tips from bullet journalers. one of them is to create simple trackers using grid paper. i made the one above to track my monthly bills, but it was tucked behind my calendar pages. i just wasn’t checking it enough or at the right times to ensure my bills were getting paid on time. out it goes!

speaking of calendar pages…

Monthly Dividers in the Recollections Calendar Inserts at Michaels

here we are a week into may and april is still in my malden! i’ve been so busy that i haven’t updated my calendar pages. for the new planner, i’ll take april out and start with may.

the two clips you see in the picture above aren’t purely decorative. they hold my “mission board” in place.

I keep my Mission Statement and some inspirational embellishments towards the front of my planner to keep me focus and inspired.

this mission statement spread goes behind the current month’s divider. it’ll go behind the may tab in my new planner.

don’t try to cram too much into your poor rings!

To save space in my Filofax, I only keep a few months' worth of calendar inserts in the planner at a time.

i love a chunky filofax as much as the next girl!  but the poor rings can only take so much. so, you have to decide where you can cut back.

for me, that’s the calendar portion. i keep just 4-5 months of inserts in my planner at a time. to save even more ring space, i include weekly inserts for the current and next month only. the rest of the months just get a monthly view. i don’t need to do any detailed planning this far in advance. and i can use that real estate for lists and note paper!

scan for unneeded sticky notes and page flags

I used this sticky note to coordinate travel dates with my husband. But now that the trip is planned and calendared, I should probably throw out this sticky note!

last but not least, flip through your entire planner for old and obsolete sticky notes.

my husband and i have been working so much this year. we COULD NOT for the life of us find a good weekend to get away. see the sticky note above! we moved some stuff around and finally freed up our anniversary weekend!

Year-at-a-glance planner printable that pulls out so you can see the entire year at a glance.

i have since made hotel reservations and calendared our trip. i’ve marked it in my monthly view and this yearly pull-out view that’s great for marking travel days. so, i don’t need that sticky note anymore. i throw it and any other obsolete notes out before moving inserts into my new planner.

stick around for part 2 to see how the new planner turns out!

how do you “spring clean” your planner? share your tips below. and if you liked this post, please share it with your planner friends!

Happy As Annie Switching Planners, Part 1: Taking Stock of Your Current Planner Setup Before Moving into the New One



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  • Reply Dionna May 17, 2017 at 12:46 pm

    Great article. I am a PLANNER FANATIC. I use Passion Planner. Check it out!! Amazing planner. 🙂

    • Reply HappyAsAnnie May 17, 2017 at 10:55 pm

      i’ve never tried a passion planner but i have heard SO MUCH about it. i’m definitely tempted 😉

  • Reply Nancy May 17, 2017 at 12:50 pm

    Lots of great tips here! My favourite is keeping some emergency contacts in there in case your phone dies with all the info in it. That actually happened to me and I’m ashamed to say that I couldn’t remember my best friend’s phone number! lol

    • Reply HappyAsAnnie May 17, 2017 at 10:55 pm

      i know! i used to have my entire family’s cell phones memorized when we first got a family plan back in the day, but everyone’s gotten new cell phones since so i know NOTHING.

  • Reply Mayuri May 17, 2017 at 9:30 pm

    I always gets stressed when I have to move from one planner to another. This is quite useful. Thanks

    • Reply HappyAsAnnie May 17, 2017 at 10:53 pm

      you’re welcome. thank you for reading!

  • Reply Bree May 17, 2017 at 9:56 pm

    Oh my goodness, you sure are organized! You’ve inspired me to do a better job keeping track of our babies’ vet visits. We have 4 dogs and 2 cats, so we’re pretty much at the vet every week. Thank goodness for pet insurance!=\

    • Reply HappyAsAnnie May 17, 2017 at 10:53 pm

      4 dogs and 2 cats! you need an entire planner devoted just to them 😉

  • Reply April Kitchens May 18, 2017 at 10:51 am

    The binder planners are so cute and customizable. I love my erin condren planner. I’ll probably pick up a new one at the end of the year, since that is when mine runs out.

    • Reply HappyAsAnnie May 19, 2017 at 9:56 am

      i love my erin condren too! but true, you can’t beat the customizability (is that a word?) of the binders!

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