Net Worth Tracker Assets 202____ Liabilites 202____ Cash Home Mortgage Savings & Checking Accounts Student Loans Stocks, bonds & other investments Credit Card Balances 401(K) or IRA retirement plan Car Loan Balance Current value of your home Child Support Current value of your car Other Debts Other additional assets Other Liabilites Total assets Total Liabilites QURATLY NET WORTH RECORD OF 20 Debt FIRST QUARTER Debt SECOND QUARTER Cash Cash Investments Savings Investment Savings Emergency Funds Real Estate Emergency Funds Real Estate Net Worth - Assets Net Worth - Assets Liabilities Liabilities THIRD QUARTER FOURTH QUARTER Cash Debt Cash Debt Investments Savings Investments Savings Emergency Funds Real Estate Emergency Funds Real Estate Net Worth - Assets Net Worth - Assets Liabilities Liabilities
Finance Calendar MONTH & YEAR YOUR TOP GOALS SUN MON TUE WED THR FRI SAT IMPORTANT NOTES
Yearly Overview STARTING DEBT BALANCE DEBT PAYOFF GOAL STARTING SAVINGS BALANCE SAVINGS GOAL INCOME GOALS DONATION GOAL MONTH/YEAR INCOME EXPENSES DEBT PAID DONATIONS SAVINGS JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL EXTRA NOTES
Income Tracker DATE MONTH OF: YEAR AMOUNT DESCRIPTION SOURCE
Monthly budget MONTH OF OTHER INCOME / SAVINGS TOTAL INCOME BUDGET ACTUAL DIFFERENCE NOTES EXPENSE ITEMS MORTGAGE/RENT HOUSEHOLD MAINTENANCE TAXES INSURANCE ELECTRICITY WATER SEWAGE GAS PHONE TRASH CABLE CELL PHONE GROCERIES ENTERTAINMENT CHARITY/DONATIONS FUEL AUTO INSURANCE CAR PAYMENT CHILD CARE CREDIT CARDS/DEBT LOANS DINING OUT SPORTING EVENTS LIVE THEATER CONCERTS MOVIES EDUCATION TOTAL EXPENSES
Bill Tracker DATE MONTH OF: YEAR AMOUNT BILL CONF. # MORTGAGE WATER GAS ELECTRICITY SEWER GROCERIES VEHICLE STUDENT LOANS CABLE SAVINGS
Monthly Expenses MONTH OF: BUDGET GOAL: DATE AMOUNT DESCRIPTION CATEGORY PAID W/ NOTES MONTHLY TOTAL:
Weekly Expenses WEEK OF: BUDGET GOAL: DATE AMOUNT DESCRIPTION CATEGORY PAID W/ NOTES WEEKLY TOTAL:
Bill Tracker DATE MONTH OF: YEAR AMOUNT BILL CONF. # MORTGAGE WATER GAS ELECTRICITY SEWER GROCERIES VEHICLE STUDENT LOANS CABLE SAVINGS
Monthly Expenses MONTH OF: BUDGET GOAL: DATE AMOUNT DESCRIPTION CATEGORY PAID W/ NOTES MONTHLY TOTAL:
Weekly Expenses WEEK OF: BUDGET GOAL: DATE AMOUNT DESCRIPTION CATEGORY PAID W/ NOTES WEEKLY TOTAL:
Grocery Expenses MONTH OF: GROCERY BUDGET: DATE EXPENSES AMOUNT BALANCE TOTAL MONTHLY SPENDING:
Gas Expenses MONTH OF: GROCERY BUDGET: EXPENSES AMOUNT BALANCE DATE TOTAL MONTHLY SPENDING:
Eating Out Expenses MONTH OF: GROCERY BUDGET: EXPENSES AMOUNT BALANCE DATE TOTAL MONTHLY SPENDING:
Upcoming Expenses JANUARY FEBRUARY MARCH APRIL MAY JUNE JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
Online Order Tracker ITEM WEBSITE ORDERED ON SHIPPED ON RECIEVED ON
Monthly Transactions MONTH OF: GROCERY BUDGET: INCOME / EXPENSES DESCRIPTION DATE AMOUNT TOTAL MONTHLY EXPENSES: TOTAL MONTHLY INCOME: TOTAL SAVINGS:
Debt Tracker BILL MONTH OF: DEATE PAID AMOUNT PAID REMAINING BAL.
Debt Tracker CREDITORS ACCOUNT DUE DATE MIN. DUE BEG. BAL. INTEREST RATE JAN FEB MAR APR MAY JUN AUG SEP OCT NOV DEC BEG. BAL. PAYMENT NEW BAL. CREDITORS ACCOUNT DUE DATE MIN. DUE BEG. BAL. INTEREST RATE JAN FEB MAR APR MAY JUN AUG SEP OCT NOV DEC BEG. BAL. PAYMENT NEW BAL. CREDITORS ACCOUNT DUE DATE MIN. DUE BEG. BAL. INTEREST RATE JAN FEB MAR APR MAY JUN AUG SEP OCT NOV DEC BEG. BAL. PAYMENT NEW BAL.
Credit Card tracker MONTH OF: BILLS COMPANY DATE AMOUNT REM. BAL. CREDIT CARD 1 | CREDIT CARD 2 |
Debt Snowball tracker MONTH OF: GOAL PAYOFF DATE FOR THE SMALLEST DEBT: List out all of your debts from smallest to largest. Pay the minimum balance on all of your debts except the smallest. Now, pay as much as you can towards the smallest debt in order to pay it as soon as possible. Once you are done with one, rinse & repeat the same method until you are debt free! DEBT AMOUNT MIN. PAYMENT SNOWBALL PAYMENT VISUAL PAY OFF PROGRESS: $ 100% $ 95% $ 90% $ 85% $ 80% $ 75% $ 70% $ 65% $ 60% $ 55% $ 50% $ 45% $ 40% $ 35% $ 30% $ 25% $ 20% $ 15% $ 10% $ 5% $ 0%
Debt Avalanche tracker MONTH OF: GOAL PAYOFF DATE FOR THE SMALLES DEBT: List out all of your debts from the highest interest rate to the smallest. Pay the minimum balance on all of your debts except the 1st. Now, pay as much as you can towards the highest interest rate debt in order to pay it as soon as possible. Once you are done with one, rinse & repeat the same method until you are debt free! DEBT INTEREST AMOUNT MINIMUM ACTUAL VISUAL PAY OFF RATE PAYMENT PAYMENT PROGRESS: $ 100% $ 95% $ 90% $ 85% $ 80% $ 75% $ 70% $ 65% $ 60% $ 55% $ 50% $ 45% $ 40% $ 35% $ 30% $ 25% $ 20% $ 15% $ 10% $ 5% $ 0%
Debt Payoff tracker DEBT GOAL END DATE: STARTING DATE: $ 100% $ 95% $ 90% $ 85% $ 80% $ 75% $ 70% $ 65% $ 60% $ 55% $ 50% $ 45% $ 40% $ 35% $ 30% $ 25% $ 20% $ 15% $ 10% $ 5% $ 0%
Financial Goal tracker MAIN GOAL 1. ACTION STEPS 2. 3. 1. 2. GOAL 1 3. ACTION STEPS OHTER GOALS 1. 2. GOAL 2 3. 4. ACTION STEPS 5. 1. 6. 2. 3. GOAL 3 4. 5. ACTION STEPS 6. 1. 2. GOAL 4 3. 4. ACTION STEPS 5. 1. 6. 2. 3. 4. 5. 6.
52-Week Savings TOTAL SAVINGS:
No Spend Challenge START YAY! EXCEPTIONS: YOU MADE IT! MOTIVATION:
Investment tracker DATE ACCOUNT SHARES COST VALUE
Retirement tracker DATE / YEAR CONTRIBUTIONS BALANCE NOTES
Bank Account details BANK NAME ACCOUNT DETAILS PHONE USERNAME ADDRESS PASSWORD ACCOUNT # ROUTING # PIN # EMAIL DEBIT / CC # SECRET BANK NAME PHONE ANSWER 1 ADDRESS SECRET ACCOUNT # ANSWER 2 ROUTING # ACCOUNT DETAILS EMAIL USERNAME BANK NAME PASSWORD PHONE ADDRESS PIN # ACCOUNT # DEBIT / CC # ROUTING # SECRET EMAIL ANSWER 1 SECRET ANSWERS 2 ACCOUNT DETAILS USERNAME PASSWORD PIN # DEBIT / CC # SECRET ANSWER 1 SECRET ANSWER 2
Password Tracker WEBSITE / ACCOUNT USERNAME /EMAIL PASSWORD
Donation tracker DATE DONATION RECIPIENT $$ DONATED NOTES
Monthly calendar MONTHS: YEAR: THR SUN MON TUE WED FRI SAT
Subscriptions tracker SUBSCRIPTION START AMOUNT END LENGTH
Emergency Info FOR HOSPITAL POLICE DEPT. FIRE DEPT. PRISON CONTROL EMERGENCY CALL 911 EMERGENCY CONTACT INFORMATION NAME NAME RELATIONSHIP RELATIONSHIP CELL NUMBER CELL NUMBER WORK NUMBER WORK NUMBER CHILDREN NAME DATE OF BRITH IMPORTANT HEALTH INFORATMION DOCTOR INSURANCE NAME COMPANY PHONE POLICY # DEPARTMENT PHONE # ADRESS PREMIUM NOTES DOCTOR
Health profile FAMILY MEMEBER: ALLERGIES BLOOD TYPE MEDICAL HISTORY MEDICATION VACINATIONS EXTRA NOTES MEDICAL CONDITION
Babysitter Info GENERAL INFORMATION HEALTH PARENT 1 NAME INSURANCE & CELL PHONE PARENT 2 NAME POLICY # & CELL PHONE PHONE # WE WILL BE AT EMERGENCY WE WILL CONTACT 2 RETUNR AT KID'S NAMES & AGES WIFI PASSWORD INSTRUCTIONS MEALS &SNAK NOTES HOMEWORK &CHORES ACTIVITIES PET NOTES BEDTIME ROUNTINE OTHER NOTES IN CASE OF EMERGENCY DOCTOR POLICE FIRE OUR ADDRESS EMERGENCY CONTACT 1 OHTER NOTES
The Birthday Tracker JANUARY FEBRUARY MARCH April May June July August September October November December
Daily To - Do List TODAY'S SCHEDULES DATE: TODAY'S GOALS TIME ACTIVITY TO - DO LIST NOTES FOR TOMORROW
Monthly Credit score YEAR: GOAL: JANUARY JULY EQUIFAX EQUIFAX TRANSUNION TRANSUNION EXPERIAN EXPERIAN FEBRUARY AUGUST EQUIFAX EQUIFAX TRANSUNION TRANSUNION EXPERIAN EXPERIAN MARCH SEPTEMEBER EQUIFAX EQUIFAX TRANSUNION TRANSUNION EXPERIAN EXPERIAN OCTOBER APRIL EQUIFAX EQUIFAX TRANSUNION EXPERIAN TRANSUNION NOVEMEBER EXPERIAN EQUIFAX MAY TRANSUNION EXPERIAN EQUIFAX DECEMBER TRANSUNION EQUIFAX EXPERIAN TRANSUNION JUNE EXPERIAN EQUIFAX TRANSUNION EXPERIAN
Round One tracker START DATE:_______ ENDDATE:_______ ACCOUNT NAME DATE DISPUTED TRANS UNION EXPRIAN EQUIFAX
Round One tracker START DATE:_______ PAGE 2 ENDDATE:_______ FOLLOW UP DISPUTE REASON CREDIT REPAIR NOTES
Round Two tracker START DATE:_______ ENDDATE:_______ ACCOUNT NAME DATE DISPUTED TRANS UNION EXPRIAN EQUIFAX
Round Two tracker START DATE:_______ PAGE 2 ENDDATE:_______ FOLLOW UP DISPUTE REASON CREDIT REPAIR NOTES
Round Three tracker START DATE:_______ ENDDATE:_______ ACCOUNT NAME DATE DISPUTED TRANS UNION EXPRIAN EQUIFAX
Round Three tracker START DATE:_______ PAGE 2 ENDDATE:_______ FOLLOW UP DISPUTE REASON CREDIT REPAIR NOTES
Round Four tracker START DATE:_______ ENDDATE:_______ ACCOUNT NAME DATE DISPUTED TRANS UNION EXPRIAN EQUIFAX
Round Four tracker START DATE:_______ PAGE 2 ENDDATE:_______ FOLLOW UP DISPUTE REASON CREDIT REPAIR NOTES
Daily Notes Important points throughout the day
Meal Planner Week Of: Lunch Dinner Breakfast
Meal Tracker It's okay to eat what you love in moderation WEEK OF: CALORIE COUNT/DAY: BREAKFAST SNACK LUNCH DINNER SNACK MON TUE WED THUR FRI SAT SUN
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