+ Google Sheet

The Finance Planner | for organizing personal finances

Regular price €28,90
Taxes included. Shipping calculated at checkout.

 

The Finance Planner is a unique financial planner designed to help you organize your personal finances with clarity and ease. Take full control of your money with a one-of-a-kind hybrid system that combines the structure of a physical finance planner with the automation of a digital spreadsheet.

What does The Finance Planner hybrid system include?

Physical planner: Thoughtfully designed pages for weekly expense tracking, setting long-term goals, and creating a structured monthly overview.

Full-year budget tracker (Google Sheet): A fully automated digital spreadsheet, included completely free with your purchase. The spreadsheet does the math for you and displays your yearly trends through clear visual charts.

Why does this hybrid approach work so well?

Tracking expenses on your phone rarely makes us truly aware of our spending. But when you physically write down each purchase throughout the week, you become more conscious of your habits — making it easier to reshape the way you spend.

Instead of manually adding everything up and calculating yearly statistics at the end of each month, you simply transfer your final monthly numbers into the Google Sheet. This gives you an effortless, automated, and crystal-clear overview of your entire year in one place.

Content

INTRODUCTORY PAGES
Contacts
3–5 Year Plan
Annual Goals
Vision
Planning the Year
Wishlist
Annual Calendar with Holidays
Visual Calendar

MONTHLY INSERTS
Monthly Calendar Across Two Pages
Monthly Financial Review
2 Lined Pages for Monthly Notes

WEEKLY INSERTS
Weekly Schedule on One Page
Weekly Expense Tracker

INCOME & EXPENSES
Annual Financial Overview
Income Overview
Expense Overview
Recurring Expenses
Online Purchases

DEBTS
Debt Repayment Tracker (2x)

SAVINGS
Emergency Fund
Savings Overview (2x)

INVESTMENTS
Investment Goals
Monthly Investing
Portfolio Overview
Dividends and Returns

NET WORTH
Net Worth Tracker

GIFTS
Gift & Giving Expenses

TRAVEL
Travel Budget (2x)
Travel Expenses (2x)

NOTES
Lined Pages (12x)
Mind Map
Custom Table (2x)
Duo Note Pages (3x)

Delivery & returns

2-3 delovna dneva

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Debelina21.7 mm
Teža640 g
Št.strani

326,0

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Frequently Asked Questions

When are the planners dispatched?

We strive to dispatch all planners within 1-2 working days, and personal collection is also possible (even on the same day, by arrangement)

Is a hardcover also available?

Unfortunately not yet, but it's currently being tested. If you'd like to be notified when the hardcover is available, subscribe to our newsletter.

What if I don't like the planner?

No problem! If you are not 100% satisfied with the planner, you can return it within 14 days - even if you have already used it.

When do you have discounts and promotions?

Since planners can always be purchased with a customised time period, they are never truly "outdated", so we generally do not offer discounts.

Sometimes a planner remains unclaimed or unpaid for, in which case we give it a second chance at a 50% lower price - you can find them here.

Free shipping

on purchases over 60€

14-day returns

easy & fast returns

Do you need help?

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