Some people prefer pencil and paper when working on their finances, so our programs also include printable budgeting worksheets. Here's a sample of worksheets we use to help people take control of their money and keep track of their finances over time.

Financial Goals Worksheet

The first step to achieving any goal is to write it down, and this worksheet helps identify future financial goals.

Cash Flow Income Worksheet

Budgeting is an important activity—this tool helps document income, which is a good start to create a budget.

Cash Flow Expense Worksheet

Expenses can be difficult to track, so this worksheet lists what money goes out.

Daily Spending Worksheet

Do you need help figuring out where your money goes? This is a daily chart to help you itemize your expenses as they occur. It is especially useful for budgeting your money.

Net Worth Scoreboard

Net worth is a key metric of a person's financial situation, and this tool makes it easy to calculate and keep track of changes over time.

Special Inventory

This worksheet helps you to create an itemization of your valuable items, which can aid you in selecting the right type of insurance coverage.

Record of Liabilities

Keep track of everything you owe in one place. This will organize all of your debts, account numbers and contact information.

Record of Assets

Keep track of your investments and bank accounts, as well as the ownership assigned to each one.

“You can learn where you are strong and where you are not. It’s never too late to change and do things differently.”

Nancy C.