Guided financial vision questions help users define clear financial goals for the year
Monthly trackers for spending, budgeting, savings, and debt management provide actionable steps
Habit and action plan pages support ongoing financial discipline and behavior change
Undated format allows flexible start date for any individual or couple
Includes resources for books, tools, and low-cost financial activities to support learning and growth
Summarized by Shop
Have a goal to get your finances on track? Pay off debt? Save for a vacation, a home, or retirement? To give generously to the people and causes that matter to you? You are capable of all these things—and The Finance Workbook can help. No matter your background, your financial IQ, or your current circumstances, change is possible.
The F
Format
Workbook (interactive, undated)
Length
12 months
Pages
Multiple monthly trackers and sections
Language
English
Paper Type
Not specified
Color
Blue, Gold, White, Red, Green
Summarized by Shop
4.5
4 ratings
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1
I have loved this company for so many years, but now that they are closing it seems like the quality has dropped. I was missing items from my order, and the stickers and not as high quality feeling as they have been in previous years. I am so disappointed because I wanted to stock up before they close, but it seems like it would be best to look elsewhere.
Angie · August 21, 2026
Intentional $ Planning
Really appreciate a dedicated space to focus entirely on finances. Helpful sections to track spending and savings goals. The 12-month breakdown allows planning ahead for expenses that pop up less frequently such as subscription/membership renewals or insurance payments, and it allows for planning ahead for vacations or large purchases. It's not another boring budget book! Beautifully designed, challenges, tips, and resources thoughtfully presented at the back of the book. Fun to use with the Finance Sticker Book.
A
Amy · August 13, 2026
LOVE IT
ITS A AMAZING BOOK REALLY HELPS ME PUT MY MONEY IN PRESPECTIVE AND SEE MY ALLO MY FINACES I CAN SEE WHERE IM SPENDING TO MUCH AND HOW CLOSE I AM TO MY GOALS I USE THIS BOOK EVERY DAY MULTIPLE TIMES A DAY WILL DEF BE PURCHASING MORE PRODUCTS