Free printable resources
Every worksheet below is free, bilingual and printable, no email address, no account. Download the PDF in one click, or open the worksheet and print it.
Budgeting
A one-page printable budget worksheet using the 70/20/10 framework: track income, plan every category and compare planned vs. actual spending.
Debt
List every balance, rate and minimum payment, choose snowball or avalanche order, and check off each debt as you clear it.
Saving
Set a starter goal and a full 3-6 month target, then color in each milestone as your emergency fund grows.
Net worth
A printable assets-minus-liabilities statement you can update quarterly to see real progress over time.
Organization
Everything to gather and store safely: IDs, policies, account statements, estate paperwork, with a place to note where each lives.
Credit
Record your current FICO score, audit the five scoring factors and commit to specific actions for the next 90 days.
Planning
Turn vague money wishes into dated, funded goals with a monthly amount attached to each one.
Kids & Family
A printable kids-and-parents activity sheet: save-spend-share jar plan, a weekly allowance split, a money mission checklist and quiz answers to review together.
These worksheets are educational only and are not investment, insurance, tax or legal advice.
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