Financial Tools
Build Your Savings Account: Ideas to jump-start your savings.
Budgeting Excel Form: Plan and evaluate your spending.
Dollars from Dimes: How do small, regular habits add up over time? Check out this worksheet!
Financial Calendar: When do your bills arrive? Mark these dates on the calendar and then you can plan to make your payments in a timely manner.
Finding and Using Community Resources: Where to find a variety of community resources, including food banks, shelters, support for children or seniors, physical and mental health information, and even factual consumer information.
Goal and Action Plan Worksheet: Create goals and decide on steps to take to improve your financial future.
Income Tracking: Use this worksheet to track your different income sources during a year.
Inventory of Accounts: An inventory of financial accounts can be very helpful to family members when you are incapacitated or die. Too often assets go unclaimed because family members aren't aware of financial assets.
Organize Debt: Take the first step towards debt repayment and gather information about each of your debts.
SMART Goals: You can write achievable financial goals.
Weekly Expenses: Track how you spend your money.
Occasional and Seasonal Expenses: Use this chart to help you estimate these expenses and include them in your spending plan.
What to Do if You’ve Lost Your Health Insurance Due to the Coronavirus Crisis