Free Tools & Worksheets
Simple, printable worksheets to help you get a clearer picture of your finances. No app required, no signup needed.
We're also building Finav, an app that does all of this for you automatically. Until then, these worksheets are a good place to start.
Your Financial Snapshot
A one-page worksheet to help you see your income, bills, and debts in one place. Print it out, fill it in, and keep it somewhere you can find it.
Open worksheet →Debt Help Decision Worksheet
Comparing debt settlement, credit counseling, and credit repair? This worksheet lays out the key differences and gives you questions to think through what might make sense for your situation.
Open worksheet →Credit Report Review Checklist
A step-by-step checklist to help you review your credit report, spot errors, and figure out what to do next. Works on your phone.
Open worksheet →Lender Quote Comparison Checklist
Comparing mortgage quotes is easier when you're looking at the same things side by side. Print this out and fill it in as you talk to lenders.
Open worksheet →