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Financial Tools

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Track Your Daily Spending Habits
Wondering where all your money goes? Use our Daily Expense Workbook to track your everyday expenses and figure out the truth behind your own spending habits.

Monthly Budget Template
Here is a Budget Template you can download to your computer to help track your monthly income & expenses in Excel.
Sample Budget (see the template in action)

Financial Calculators
Wondering how you can save on interest? Should you rent or should you buy? Thinking about retirement options? Try out your numbers in our financial calculators!
Debt Accelerator
Savings Goal
Mortgage Calculator
Renting vs. Buying
Retirement Planner
Help
Here's how to save a budget template: Click on the Budget Template. Your browser will open a new window asking what you want to do. Click 'File...Save As' and select 'Microsoft Excel' in the drop-down menu. Select a place to save the file, such as your Desktop. Once the file opens, you can use the template and save your budget statements to your computer.


