Hi Jen, I was watching a video just yesterday from a teacher who was showing how she utilized her everyday planner. She used part of the planner, which she had fashioned a section of her planner, for her finances. It looked interesting. However, I was indeed thinking of getting another composition planner just to set up some kind of financial plan. At this point, though, I have no idea exactly how to proceed with that plan. I know that Windows offers different kinds of forms that you can use to assist with such a plan. I need to do various kinds of research before I can finally decide on something. I plan on finding that video of the teacher and carefully viewing it again. Hope this helps.