Financial Tools

Try these financial tools to help you set and achieve your own personal financial goals including budgeting, monitoring expenses and keeping track of your assets and investments.

Personal Budget - prepare and monitor your own personal budget with these spreadsheets that combine your income and expenditure details.

Expenses record sheet - so you can scrutinise your daily expenditure to see where your money really goes.

Debt tracker - keep track of what you owe, how much you owe and make a plan to pay off your debt.

Saving Plan - use this saving plan so you're prepared for that inevitable rainy day. Save for a sunny day too!

Assets and investment tracker - use this spreadsheet to keep track of your major assets and investments.

Wealth protection checklist - use this checklist to make sure you've got all your important assets and wealth elements protected.

Or just download all tools with one click, to get them all!

Want more information on how to use these financial tools?

Or check out our sister site at Your Money and Finance for even more advice on personal finance, including a choice of 2 FREE Personal Finance E-Courses.