Budgeting, Planning and Savings Tools
Manage your money more effectively using these practical tools.
Complete this very important step to identify your short and long-term financial goals and establish a time frame for achieving them. Download PDF »
Carry the Fritter Finder with you and track where you spend your money. Download PDF »
Periodic Expense Worksheet
Plan for major expenses that occur throughout the year on an irregular basis. Download PDF »
Personal Cash Flow Statement
Watch your budget closely with this paycheck-by-paycheck planner. Download XLS »
Simple Steps to Save Money
Find numerous ideas for saving more money. Download PDF »
Checkbook Balance Form
Use this form to help balance your checking account. Download PDF »
Please note that PDF files require Adobe Acrobat Reader to view. You can download it here for free. XLS files are Excel Spreadsheets that have formulas to calculate certain numbers. These require Microsoft Excel or other spreadsheet software like Open Office, which is free.