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Quantity
1
Financial Goals page to define your yearly priorities
Annual Overview page for high level financial planning
12 Monthly Overview spreads to track income and fixed expenses
12 Monthly Budget spreads to manage variable spending, savings, and...
Reviews
5.0
9 ratings
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Perfect Finance Planner
Tracking finances shouldn’t be complicated or a burden, it should be an enjoyable, aesthetically pleasing ritual that keeps you on track with your financial goals. I was so happy with this layout that I ordered 2 more! I also recommend ordering the expense sheets. I’m all set with achieving my financial goals for the year ahead :)
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Christina · September 12, 2024
Love it!
These planner inserts are perfection. There are the essential tracking columns like "bills/subscriptions" and "expenses", income and savings trackers. Its beautifully and simply laid out - so intuitive and easy to follow. My favorite part is the annual pages - asking the "why" and yearly goals. The sinking funds page is a plus!
While I have a HP Classic size Financial planner that I keep at home (way more pages with sensitive info), this one (I got in A5) is perfect to have on my person or at work. Will definitely order again.
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Lisa · August 20, 2024
I love how minimal these inserts are. I feel as though they are the perfect inserts for a minimal aesthetic as well as someone who loves finances