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Wealth Tools

Tools and resources to help you better plan and manage debt, credit, wealth, bills, and retirement.

Microsoft® provides free spreadsheets you can use to help you with your budget planning. Below are three useful Excel spreadsheets that can get you started. Click on any below to download. Click here to see more available from Microsoft®

Family Monthly Budget Planner Personal Budget Worksheet Personal Monthly Budget Planning
Family Monthly
Budget Planner
Personal Budget
Worksheet
Personal Monthly
Budget Planning

Credit Reporting and Protection

Online Budgeting Tools

  • Buddi - An open-source personal finance and budgeting program, which will run on any machine with Java installed.
  • BudgetTracker - Allows you to track your Budget, Bills, Transactions and sends you reminders when Bills are due.
  • BudgetPulse - A free online personal budgeting tool that offers the perfect combination of simplicity and functionality.
  • Buxfer - Categorizes expenses from your bank and credit card accounts to provide spending insights.
  • dsBudget - A free, open source budgeting tool for ordinary people.
  • Mint.com - Free web tools providing money management and budgeting.
  • MySpendingPlan - A free online budgeting software system.
  • PearBudget - Free 30-day Trial.
  • Quicken Online - Tracks your spending and categorizes it automatically.
  • SmartyPig - Combines a free online savings account with social networking.
  • Yodlee MoneyCenter - Yodlee uses pre-categorized spending reports to analyze your expenses.
  • You Need A Budget (YNAB) - Free 7-day trial.

Coupons and Discount Services

Calculators

 
 
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