Pocket Rings Financial Planner

I’ve been wanting to set up a financial planner. I’ve been wanting to use a traveler’s notebook but something that can be a challenge when creating an insert is making sure you have everything in the correct place. This is one way where a ring or disc planner can be beneficial.

So I decided that I wanted to set up a pocket ring binder as a financial planner to see how I would like to set up a tn in the future.

Below are Peanuts Planner Co inserts used in my pocket rings setup.

Monthly - MO2P Free on

Weekly - WO2P 075

Bill Tracker - yearly 014

Monthly Bills 1pp 009

Monthly Bills 2pp 010

Spending tracker 008

Pay dates 012

All of these inserts are available in a variety of sizes from pocket rings, A6 rings, personal rings, personal wide, and A5. There might be a few more. Just check the links above.

Thank you for watching!
John

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[debsmith]

Wonderful set up. Interesting video. Continue to feel better. I do most of my financials with Apps. Your notebooks are delicious!

[kellylopez]

Hi John, I'm so happy you're feeling better. 🙏 it's great to have you back🥰

[karenrondot]

I'm a rings user and love this setup. Thanks so much!

[awefull-gold]

Great set up! It has similar sections to the undated, A5 "housekeeping" book I bought in Japan, but the weeklies separate spending out by categories. I like the housekeeping book, but I don't use all the categories, so there ends up being a lot of unused sections. I'm already thinking for next year that I'd like to have a simplified version in my regular TN so that it stays with my planner.

[emdeehogan]

LOVED this, John! Saved it. Appreciated that you showed the cutting and punching. That’s usually the parts that mess me up. What paper do you use?