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Free Financial Resources

Spreadsheets, planners, and cheatsheets to take charge of your money. Built from real-world finance scenarios. Drop your email once to unlock every template, free.

21 resources Free to download Email to unlock
Collection

Spreadsheets & trackers

13 templates
Editor’s pick

Budget spreadsheet

A ready-to-use 50/30/20 budget template you can copy straight into Google Sheets or Excel. Pre-built categories, automatic savings-rate formulas, and a year-end summary tab. Set it up once, use it for years.

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Also in this collection

Sheets Net worth tracker Log assets and debts each month and watch the trend. View resource → Sheets Debt payoff planner Compare snowball vs avalanche side by side. Enter balances, get a plan. View resource → Sheets Savings goal tracker Hit any goal (house, car, trip) by month with auto projection. View resource → Sheets Portfolio tracker Track holdings across brokerages and spot allocation drift. View resource → Sheets Subscription audit Spot recurring charges you forgot about and cancel the dead ones. View resource → Sheets Side hustle income tracker Log every gig and freelance payment, see monthly totals at a glance. View resource → Sheets Tax deduction tracker Itemize vs standard side by side. Know your real deduction before filing. View resource → Sheets FIRE projection Project your path to financial independence over a 30-year horizon. View resource → Sheets Paycheck planner Budget every paycheck with a calendar view of bills and savings. View resource → Sheets Wedding budget Plan your wedding without going broke. Compare vendors, track deposits. View resource → Sheets Travel budget Plan trips with daily expense tracking and a per-person split. View resource → Sheets Home renovation tracker Track projects, contractor quotes, and running totals on every renovation. View resource →
Collection

Planners & checklists

5 templates
Editor’s pick

Financial first steps

Where to start when you are staring at your money and don't know what to do first. Ten moves in the right order: emergency fund, high-interest debt, Roth IRA, 401(k) match, then invest the rest. One page, no fluff.

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Also in this collection

Docs Yearly money review A January checklist: check rates, rebalance, audit fees, reset goals. View resource → Docs First-time home buyer checklist From down payment to closing day. What to do, when, and how much. View resource → Guide New baby money checklist Insurance, 529, will, life insurance: the whole list, in order. View resource → Docs Debt-free action plan Worksheet that lays out your full payoff plan in one place. View resource →
Collection

Cheatsheets & guides

3 templates
Editor’s pick

Tax season checklist

Every document to gather, every deduction to consider, every deadline to meet. A one-page checklist that walks you from January W-2s to April 15 (or October if you extend). Make a copy and start filling in.

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Also in this collection

Guide Money glossary 200+ finance terms (APY, ETF, Roth, FIRE) explained in plain English. View resource → Guide Investing 101 cheatsheet A one-page primer on stocks, bonds, index funds, and risk. View resource →