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Finance Overview Planner Insert

Use these finance overview inserts to keep your monthly finances at a glance. Set your financial goals and track metrics including your savings and debt. Calculate your assets and liabilities at the end of the financial year to determine your net worth.

Pairs perfectly with the rest of our finance bundle range.

For the printable version, please click here.



  • 120 gsm paper
  • Bright white paper
  • Double sided print
  • Pocket: 2 sheets (4 pages) (see last three pictures)
  • Personal/A6/Personal Wide/Mini HP/Half Letter Discbound/A5/Classic HP: 1 sheet (2 pages)
  • Standard punch according to size.

Our inserts will arrive already punched in their respective standard formats. Half letter sized inserts will arrive discbound punched. If you wish to have them unpunched, please leave a note at the checkout.