Financial personality quiz
Savings Calculator
Handy Cost Calculator
Financial Budget Calculator
Helpful Downloads
Tools
Tools
Free helpful tools to get started with creating a budget.
Take Control of Your Finances in 3 Steps
Managing money is about more than just numbers—it’s about your habits and your goals. Follow these steps to build a plan that actually works for you.
1. Discover Your Financial Personality
Before looking at the numbers, look at the “why.” How we think and feel about money dictates how we spend it.
- Take our quick quiz to identify your money habits.
- Get advice on how to use your natural strengths to manage your budget more effectively.
2. Calculate Your Goals & Spending
Use our interactive tools to get a clear view of your financial landscape before you build your full budget.
- Savings Calculator: See exactly how much you need to set aside to reach your goals.
- Spending Calculator: Find out what those regular expenses are actually costing you over a full year.
- Need to brainstorm? [Download our free worksheet] to jot down your figures as you go.
3. Build Your Personal Budget
Now it’s time to see the big picture. Input your details into our secure budget builder to get a comprehensive overview of your finances.
- Flexible Options: Print or download your finished budget for your records.
- Save Time: Keep your results handy; they make updates much faster the next time you visit.
- Your Privacy Matters: This tool is for your eyes only. We do not see, store, or share your personal financial data.