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Setting Up A New Planner for A Year

I love, love getting a new planner for the new year. It’s exciting and fresh, full of potential. I know I’m not the only one because lots of people go out and buy new planners and half don’t get used in the end. It’s all about finding the perfect planner for you. I LOVE my Happy Planner. Now I get to setting up my new planner adding all the important information that I do not want to forget.

Setting Up A New Planner for A Year

Setting Up A New Planner for A Year

*This post contains affiliate links, see my disclosure policy for more information.*

Birthdays and Holidays

The first thing I do fill out the birthdays, if I forget a birthday – even a distance one – watch out. I go by those that I wrote in my previous planner so I don’t forget anyone.

My Happy Planners don’t come with holidays, or days/months filled in so I add in all the holidays in, which being Canadian is awesome because then I only have Canadian holidays in my planner and then I don’t get confused.

Health Appointments

  • Dentist appointments.
  • Optometrist appointments.
  • Vet appointments.

Maintenance Appointments

  • House insurance renewal – times two for us – the house we live in, our rental house.
  • Water system maintenance – once a year.


Home and Life

  • Vacations.
  • Update life insurance policy and retirement plans.
  • Emergency contacts.
  • Holiday cards – both taking the pictures, and when to send them.
  • When to clean filters.
  • When to switch out winter/summer clothes.
  • Time change & change smoke detector batteries.

Weekly Reminders

  • Family budget.
  • Meal planning.
  • Cleaning schedule.
  • Laundry.
  • Garbage and recycling pick up.
  • Pay bills
  • Water plants.
  • Events.
  • Children’s programs.

Daily Reminders

(I fill these in at the beginning of each week.)

  • Any medications that need to be taken.
  • Exercises.

I’m sure I’m missing something important, oh, like the first day of school? The last day of school! Don’t forget those important date.

Homeschool Reminders

  • First day of school.
  • Last day of school.
  • When school board paper work is due.

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