The Essential Personal Finance Bundle

The Essential Personal Finance Bundle

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This mini bundle includes our four most popular budgeting worksheets:

50/30/20 Budget Worksheet

Every household needs a budget. If you want something that is easy to follow and not too restrictive, the 50/30/20 Budget Worksheet could be right for you.

  • 50% Needs
  • 30% Wants
  • 20% Saving and Investing

The benefit of the 50/30/20 breakdown is that you don't have to micro-manage your spending. The composition of spending can be different every month. But as long as your spending fits into the limits set by the broad categories, you’ll continue moving towards your goals.

This 50/30/20 Budget Worksheet will help you map out your current spending and identify possible areas for improvement. You will also receive a copy of our most helpful budgeting tips -- so making your first budget is a stress-free experience!

Debt Repayment Plan Worksheets

The first step to getting out of debt is to have an accurate picture of where you stand. With our Debt Repayment Plan Worksheets, that's what you get.

This set includes two sheets, the Individual Debt Repayment Worksheet and the Comprehensive Debt Overview.

The Individual Debt Repayment Worksheet helps you record the following, using one sheet per debt:

  • Debt Description
  • Total Owed
  • Interest Rate
  • Monthly Payment
  • Payoff Progress

The Comprehensive Debt Overview helps you record:

  • Total Debt Amount
  • List of All Debts
    • Balance
    • Interest Rate
    • Monthly Payment
    • Estimated Payoff Date
  • Questions to Consider

Daily Expense Tracker

This Daily Expense Tracker is an easy-to-use place to document all of your spending. By using it, you may be able to quickly uncover some bad spending habits you didn't even realize you have.

Bank Account Information Sheet

Never lose important bank account information again!

With this Bank Information Worksheet, you'll finally have one safe and central location to document your banking info.

This worksheet will help you keep track of the following information:

  • Bank Name
  • Account Number
  • Username
  • Password
  • Security Answer
  • Card #
  • PIN 
  • Account Type

NOTE: This document is meant to be kept in a VERY secure spot, like locked safe or a safety deposit box. Do not share this information!