Financial Planner Insert Bundle | Refreshed Layout

$23.00 USD
6 Reviews

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Our Financial Bundle is back with a new look! This bundle allows you to keep track of all your finances in one insert. Being intentional with your money is not only easy with this bundle, but also elegant with its sleek, updated layout.

Insert Bundle Features:

  • Financial and budget tracking for a full year
  • 106 pages (53 double sided sheets)
  • Prepunched
  • Black ink printed on heavy white paper stock
  • Featured in our February 2022 Planning + Stationery Subscription Box

Insert Bundle Sections:

  • Monthly Budget
  • Recurring Payments
  • Expense Log
  • Nonessential Spending
  • Savings Challenge
  • Portfolio Allocation
  • Financial Reflections
  • Resources & Tools

Listing is for Financial Planner Insert Bundle only; other pictured items not included. Pictured size is A5 6-Ring.

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Customer Reviews
4.7 star rating
Based on 6 reviews
4.7 out of 5 stars Based on 6 reviews
Sabrina G.
Verified Buyer
4 star rating
Includes a lot!
I really love all that it includes! Just wish there was more than the monthly budgeting pages, like weekly/paycheck budgeting.
Christina K.
Verified Buyer
5 star rating
Perfect Bundle to Stay on Track With Finances
I am excited to start using these inserts. There is room to write a monthly budget, register recurring payments, register expenses, nonessential spending and more. There is also a “savings challenge” and pages for monthly/yearly reflections. Finally,
Verified Buyer
5 star rating
Excellent way to keep track of all those pennies!
I have been using these financial bundles for a few years now and they are essential for keeping track of my finances. I absolutely love them! If I could make one request, it would be a checkbook register style page for my monthly finances, that have
5 star rating
Great for financial planning and goals!
I love this bundle! It is great for financial planning and financial goal planning. I'm on my second bundle and do wish the monthly budget inserts could be bought separately as these are my most used in the bundle.
Comments by Store Owner on Review by Cloth & Paper on Thu Jul 13 2023
Cloth & Paper
Hi Taria, Thanks so much for leaving a review. We absolutely hear your feedback and appreciate you sharing your thoughts. Thank you again for being a customer with Cloth & Paper! 😊
Verified Buyer
4 star rating
Insert Suggestion
I love the financial bundle I am currently using it to plan for buying a home which includes me having to pay down credit cards and debt. What I have found us that there wasn't an insert where I could list out each credit card or debt item and show the
Comments by Store Owner on Review by Cloth & Paper on Tue May 23 2023
Cloth & Paper
Hi Danyiele, Thanks so much for sharing this suggestion. We will pass it along. We appreciate your support of Cloth & Paper and please continue to love your inserts! 🙂