Everything Finance


Budget Worksheets, planners, and organizers

  1. Consumer Credit: budgeting worksheets, daily expense tracking sheets household budgeting, Financial records organization, net worth, bill paying, debt to income. Printable PDF
  2. Budget worksheets: Interactive tool lets you customize a budget and export to excel or pdf
  3. Kiplinger: Work out a proposed household budget by inputting your sources of income and projected expenses into Kiplinger’s exclusive worksheet below. You can add and delete rows as necessary to reflect your personal finances. Return and repeat as you track your actual spending
  4. Mint.com: Free Budget Template, Daycare Budget Template, Student Budget Template, Home Budget Template, Simple Budget Template, Monthly Budget Template, Sample Budget Template, College Budget Template.  Available excel download
  5. Gail Vaz-Oxlade: Interactive budget tool, download excel version or print

Financial Calculators

  1. Consumer Credit: Auto, Credit, Education, Career and retirement, life and budgeting, home and mortgage
  2. Calculator.net: complete list of our financial calculators.
  3. TCalc: TCalc online financial calculators are presented in a simple question and answer format. Dynamic charts and payment schedules make calculations fun and very informative. Complete list of Calculators
  4. Bank rate; Complete list of Calculators
  5. Dinkytown: Simple, complete and thorough analysis using a complete set of calculators.
  6. Financial Calculator: an online financial calculator for every calculation you need to make, giving you the numbers to formulate a plan tailored to your specific needs.
  7. Financial Mentor: 80 Financial Calculators, Free access to one of the largest collection of financial calculators on the internet.

All in one Financial Planning

  1. Smart about Money: It’s easy to get smarter about your money when you have a head start. These helpful worksheets cover everything from creating your first budget to assessing job offers and understanding your insurance coverage. all you must do is answer a few questions related to whatever topic you want to address. Print out the worksheets to complete by hand or save on your own computer to complete electronically.
  2. Mint.com: the more accounts, cards, and bills you link, the more they can help you do. See what you have and what you owe. Understand where the money goes and where you can cut back. Create budgets, track investments, discover new ways to save and more. it’s free and easy to get started, Mint automatically updates and categorizes your information. From your bank accounts and credit cards to retirement accounts and more—they crunch the numbers as they happen so you know where you stand.
  3. Buxfer: Buxfer manages expenses and group finances in a similar fashion to Mint with a stylish and easy to use interface. There are a few things that set Buxfer apart. One is the ability to sign in using an existing Google, Yahoo or Facebook account. You also have the ability to text transactions to your account. That is handy if you are an on-the-go type of person. Buxfer also allows you to import transactions and information from other software like Quicken, Excel or MS Money if you already have your finances set up in those formats. This feature helps you save time and effort to move information from your existing online financial software to Buxfer.
  4. moneyStrands: Like the previous platforms, moneyStrands gives you the ability to import your credit cards, bank accounts, and personal or business loans online into one location. moneyStrands seems to be a little more comprehensive in its calendar and current snapshot looks at your finances than the other web apps. It is always a matter of personal preference and some people will find this site easier to use and more in depth in the ways you can look at your finances. But, moneyStrands seems less focused on its ability to help you budget and forecast with your finances. It’s great at giving you a current view of your finances and spending, but it doesn’t have enough detailed analysis to help you create long-term budgets.
  5. Personal Capital: This web app is more focused on the investing side of personal finance including retirement, asset allocation, and taxes. So, if you already have some money working for your future then this site can be very helpful with your planning. Personal Capital is targeting aspiring financially stable people whose net worth is from $100,000 to $2 million in liquid assets. Personal Capital has a ton of great of features like
    •  401(k) Fee Analyzer – This feature tells you how much your retirement plan is costing you in fees, transaction charges, and maintenance.
    • Investment Checkup – This tool analyzes your investments and makes recommendations to your portfolio makeup. By determining your risk profile, Personal Capital will recommend an asset allocation that’s right for you.
    • Asset Allocation Target – Analyzes major equity categories.
    • Fund Costs – Reviews and highlights your fund expenses.