Planning and Tracking Investments with Cloth & Paper Traveler’s Notebook Set

Hi everyone! Today, I'm excited to share how I plan to utilize the Cloth & Paper Traveler’s Notebook we received in the June 2024 Intention Subscription Box. This system came with a beautiful snap closure cover and four traveler’s notebooks, each serving a unique purpose in my investment journey.
*Monthly Notebook:*
I will use the monthly notebook to get a snapshot view of my investment performance for certain stocks and ETFs. This overview will help me stay on track and monitor my progress at a glance.
*Executive Notebook:*
The executive notebook will be my go-to for jotting down trades as I embark on this journey. It's perfect for recording details and reflections on each trade, helping me learn and improve.
*Dot Grid Notebook:*
With the dot grid notebook, I’ve added a ruler and stencils from JetPens.com to ensure I draw straight lines and create icons whenever needed. This setup is ideal for making clean and organized notes.
*Task Planner:*
In the task planner, I plan to document dividends and interest earned, along with my stock watchlist. This will keep all my financial information in one place, making it easier to track and review.
Join me as I dive into using these fantastic tools from Cloth & Paper to enhance my investment tracking and planning!
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[@Niensbudget]

Here watching! ❤

[@Ms.Frugal]

thank you about to check out your grocery video

[@lisathomas6392]

Loved your ideas and how organized you are! PS also loved your stencil ruler! Would you share where you found that or bought it from? Thank you so much!❤🎉❤

[@Ms.Frugal]

Hello thanks. Here's the link. www.jetpens.com/search?q=midori+clip+ruler&v=2

[@UniqueD22]

Thanks for sharing. Where did you get your dates for the Traveler's Notebook?

[@Ms.Frugal]

They are from Rose Shadow Collection sticker books. roseshadowcollection.com/

[@Prez-The-Investor]

Thanks for sharing

[@Ms.Frugal]

thanks for stopping by.