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11 Planner Inserts You Need For Planning Success in 2021

11 Planner Inserts You Need For Planning Success in 2021

Planner inserts are a powerful way to customize your planner to fit your needs in any given month. Choosing inserts that align with your current goals and priorities will help you track your progress and stay on top of your to-dos. 


While everyone’s needs are different, we wanted to draw your attention to a few creative planner inserts that you might find useful throughout the year. We’ll also offer some handy tips for how and why you might use these inserts to help you decide if they are right for you.


Let’s dig in!

Financial Planner Inserts

Staying on top of your budget and spending habits is an essential part of meeting your financial goals. Fortunately, there are all kinds of planner inserts that can help you see where your money is going each month, plan your savings, meet your debt payment goals, and more. 


The following inserts will help you get started when it comes to tackling your finances, but keep in mind that these are just the beginning. Feel free to dream up your own custom trackers to meet your needs.


Monthly Bills Tracker

Tracking your monthly bills helps you forecast your finances for the month and see where your money is going and when it needs to be there. While you likely already have reminders in place to ensure you pay your bills on time, having a quick reference in your planner can be handy too. 


Goldmine and Coco’s monthly bills tracker helps you keep track of bills in multiple categories, including household bills and monthly subscriptions, making it easy to see at a glance any expenses that are coming up. You can also use it to identify unnecessary expenses and eliminate them! 


Debt Payment Tracker

Paying down debt is a big task, and using a debt repayment tracker can help you keep track of your progress and see how far you’ve come. It’s equal parts useful and inspiring.


Conquer your debt repayment goals this year with the help of Goldmine and Coco’s debt repayment insert!


Monthly Budget Planner Insert 

While the other two trackers we’ve mentioned help you keep an eye on individual aspects of your finances, a monthly budget planner will help you see the big picture. 


Use a budget planner to account for how much money you have coming in each month and outline where it needs to go. Summarize your savings goals, debt payments, and monthly bills all within your monthly budget so you can see how much money you have leftover.

Wellness Inserts

Health, wellness, and self-care are wildly important, but if you’re working to establish new habits and routines, it can be challenging to get started. That’s where wellness planner inserts can help. Using planner inserts like those listed below can help you stay accountable for your wellness goals and establish new, healthy habits. 


Again, these inserts are just the tip of the iceberg. If these planner inserts don’t line up with your goals, keep searching for some that do. 


Weight Loss Tracker

If weight loss is one of your goals, using a weight loss insert can help you track your progress and remind you to celebrate your successes.


This type of tracker helps you look at the big picture rather than focusing on the number on the scale. Your path to weight loss might have some ups and downs, but plotting your progress on this type of tracker will help you see your long-term trends so you can adjust and celebrate accordingly!


Meal Planner

Cooking healthy meals is a great way to build healthy eating habits and save money instead of ordering takeout (no shame!). Unfortunately, it often feels like a chore.


A meal planner insert can help you brainstorm healthy meals ahead of time, making it easier to throw them together when the time comes. 


Headed to the grocery store? A quick glance at this page will remind you what you need to buy! 


Goldmine and Coco even has an exercise and meal plan insert, which will help you plan meals that support your exercise goals.


Habit Tracker

Habit trackers are a fun way to keep track of multiple habits you want to perpetuate or are trying to develop. 


These could be anything from daily exercise, meditation, or journaling practice to drinking water, reading a book, posting on social media, or literally anything else you can think of.


If you use a habit tracker, don’t forget to reward yourself for following through!


Productivity Planner

Looking to be more productive? A productivity planner insert can surely help you. 


These pages are designed to help you outline your goals and all the steps you need to take to accomplish them.


They work to motivate you to reach your goals and track your progress along the way. They will guide you to break your goal into multiple small steps and spread them out over a series of days or weeks in order to avoid overwhelm. 


Lifestyle Inserts

Lifestyle inserts can bring both fun and practicality to your planner. Use them to keep a running to-do list, track books or tv shows you’ve watched, do daily devotions, and so much more. 


Once again, there are options to fit a huge range of lifestyles and interests, but the following are a few ideas to get you started.


TV Tracker

A TV tracker is a fun way to list the different shows you consume throughout the year. At the end of each month or year, you can reminisce by reflecting on what you watched. And, when friends ask you for recommendations, all you have to do is refer to this page for ideas!


To-Do List

Keeping a running to-do list is a powerful way to keep track of tasks you need to complete without derailing your schedule by completing them right away.


Instead of tackling to-dos as soon as they occur to you, jot them on this running list and save them for later. That way, you can revisit the list from time to time and prioritize the to-dos fairly. Then, choose a couple and schedule them into your week when you have time.


Goldmine and Coco’s to-do list planner insert will help you stay on track.


Faith Inserts

If daily devotions are important to you, consider using a daily devotional planner insert to help you keep up with the practice. 


These inserts have space for you to write a daily verse, practice gratitude, and write daily reflections. 


Project Management Insert

Have a big project on the horizon? This could be anything from a website redesign for your online business to a sewing project or a home renovation you’re hoping to tackle.


Goldmine and Coco’s project management insert can help you plan out the phases of your project and note the tasks that need to be accomplished during each stage. These pages will help you to create a plan to see your project through from start to finish.

Final Thoughts

Life is messy, and even the most organized individuals can struggle to keep track of everything they need or want to accomplish. Many planners fall short because they treat every month in a uniform way. Planner inserts will help you customize your planner to fit the phase of life that you’re in.


Whether you’re trying to establish new habits, tackle a massive project, or simply want to track your television consumption to look back on later, you’ll find planner inserts for any situation imaginable.


Which one of these inserts are your favorite?

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