Personal Finance.
Household budgets, retirement, and the daily math of money.
Personal finance is a spreadsheet problem more than a discipline problem. Most people save when the numbers are visible. Most don't when they aren't. These workbooks make the numbers visible.
Family Budget Cash Flow
Income, fixed bills, variable spending, and a cash flow projection, the month in view before it gets away from you.
$8.63Monthly Bill Organizer Payment Tracker
Due dates, payment methods, a subscription audit tab, and an annual expense forecast, nothing slips through.
$8.63Net Worth Investment Portfolio Tracker
Assets, liabilities, monthly net worth history, dividend income, and a debt payoff planner, the full financial picture.
$8.63Net Worth Tracker
Assets, liabilities, monthly net worth history, and a debt payoff timeline, the number you're working toward, charted.
$8.63Retirement 401k Planning
Contribution projections, account balances by type, Social Security estimates, and a FIRE milestone calculator.
$8.63College Student Budget Expense
Semester costs, textbook spending, loan balances, and a side-hustle income log. Tuition money accounted for.
$8.63Medical Expense HSA Tracker
Insurance plan summary, provider directory, HSA balance, and a prescription log. Every out-of-pocket dollar tracked.
$8.63Travel Vacation Budget Planner
Flight and hotel comparisons, a daily spend log, packing checklist, and a multi-trip annual planner, one tab per destination.
$8.63Car Buying Loan Comparison Calculator
Side-by-side loan terms, a lease-vs-buy calculator, and a true cost of ownership tab, before you sign anything.
$8.63Password Digital Life Organizer
Account log, subscription audit, device inventory, and a digital estate plan, the whole digital life, in one place.
$8.63