Pulling Text from PDF files in OneNote - Financial Yearly Maintenance Page

I received a great pdf from The Budget Mom that was a yearly Financial maintenance checklist. I wanted to use it in OneNote, but I wanted it to be more functional in OneNote, so I pulled the text and created a table to add the text into. This way I can modify, update and create the checklist that works best for me. Today I want to show you how to do it. Hi, I’m Crystal. Welcome to a Crystal Clear Life where we talk about planning, organizing and living a more simplified life. I use Microsoft OneNote 365 on my PC to create functional and decorative planners and notebooks to help keep my life organized. OneNote is awesome because it crosses all platforms so I can use it on my desktop PC, my iPad and my Android phone. That way I am never without my planner! Hope you enjoy. If you learn something new or get some inspiration from this video, please hit the thumbs up 👍. You can look for more of these videos once a week, so please subscribe if you would like to see more. Published on March 14, 2025 🐈‍⬛CONNECT WITH ME: Email: [email protected] Instagram: @crystalclearlife21 YouTube: https://www.youtube.com/c/CrystalClearLife Facebook: https://www.facebook.com/Crystalclearlife21 Chapters 0:00 - Introduction 1:25 - pdf from email to OneNote 4:10 - Insert file in OneNote 5:00 - Insert as file printout 5:41 - Home Maintenance Checklist 6:05 - Copy text from the printout of the PDF 7:15 - Pasting text from printout 8:00 - creating a table to organize the text that was copied 10:35 - formatting the table and text 12:35 - How to use this information for each month on the monthly dashboard 13:40 - Using customized tags on the monthly finance tasks 14:13 - Scheduling those tasks from monthly to weekly 14:45 - More on customized tags 16:05 - Monthly Dashboard and checklists 16:35 - Review and Conclusion 🐈‍⬛:: Products used in this video • OneNote 365 version on Windows PC Asus ZenBook Flip 15https://www.asus.com/laptops/for-home/zenbook/zenbook-flip-15-ux564/ • iPad 7th generation • 1st generation Apple Pencil • Samsung A51 android phone • The Budget Mom - https://thebudgetmom.com/ 🐈‍⬛:: videos related to this video • Why I use OneNote https://youtu.be/Wv50wAWhpDY • 2024 Playlist https://youtu.be/H4TojvKphhc • Creating a Digital notebook in PowerPoint https://youtu.be/OVg2wlWvy6Q?si=QcfxVzH-joBpmPoB • Sticker Download https://youtu.be/6-HpoqDiWLo?si=P6l57HiQvClLedoY • Calendarpedia Download https://www.youtube.com/watch?v=8zzyeY26WK0 • Adding links https://youtu.be/FUCWEyxg2dM?si=Kb-TdO8pWAeR5eiX • All About Tags https://youtu.be/PZq7O4mUOm0?si=mSXNwcRoQ216KNBW • Book Journal https://youtu.be/QU_sbWloc6c?si=4Gkb6BpCThY8myoB • Recipe Notebook https://youtu.be/tMoFsr5sFes?si=Rq4xN1bYFnJimImM • Medical Notebook https://youtu.be/DIPIjcNFhJY?si=l_-L1_Fqh7zYF34a • Quilting Notebook https://youtu.be/OrYUBuey_nY?si=BUVlgV2xnCC2i-xT • 5 year journal https://youtu.be/OGFKSUTXTEU?si=WVHhPiG6kWTZ8qGq • Landscape garden notebook https://youtu.be/ZUL2zQQdnAs?si=29Rq15TF0pg6jC1Y • Yearly Home Maintenance page https://youtu.be/yrweXqk5ER8?si=bDUqI8u7OghfjXJU • Educational planner https://youtu.be/yShvIp9_bjo?si=s1bejnZCkBzPBrQN • GTD Weekly Review https://youtu.be/c6XA_nWzoUk?si=BIYhwojbsSLDZrZo • Live Weekly Review https://www.youtube.com/live/Rwv30L0CLZg?si=gliW-nxr5xhgFVYI • Holiday Planner Playlist https://youtube.com/playlist?list=PLq7-CgaPQOfz96SGn7QasbkpeW3spbx8a&si=rJ7Rz7jdHN605wOy 🐈‍⬛ Crystal Clear Life is a community of learning, encouragement and inspiration. All comments should be considerate and kind. Any mean spirited negative comments will be deleted and any future comments will be blocked. Let’s lift each other up as we learn new skills. Production Music: Dan Lebowitz - Forgiven Fate Microsoft OneNote 365 Icon Used with permission from Microsoft #CrystalClearLife #OneNote #thebudgetmom