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Resources

Financial Snapshot & Budget

A colorful and easy way to track your budget and overall Financial Snapshot!

4 Step Budget Template

Check-out this handy four-step budget: After filling in income, must-have expenses and nice-to-have expenses, you’ll get a “monthly allowance”

FLOP: Financial Life on One Page

It has three main purposes: a balance sheet, a place for all login info, and a financial roadmap.

Personal Monthly Budget

This budget spread sheet works because it allows you to put in projected and actual income and cost and then shows you the difference.

E.O.D. Deluxe Budget 2.0

EOD Deluxe Budget 2.0 is a comprehensive budget spreadsheet including a zero-based budget, an allocated spending worksheet, a checking account ledger, a savings allocation worksheet, as well as a lump sum payment schedule.

How Much Debt Costs You

Complete with CHART. Figure out how much your debt costs you each month. Specifically, how much of your loan payments are allocated toward interest (paying for the debt) and how much toward principal (paying the debt down).