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TEMPLATES

Download our templates for free. 

BUDGETING & MONEY MINDSET

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Budgeting Spreadsheet

This tool is a template to create your spending plan for the next 24 months.

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Money Journal Template

Start keeping a money journal with our free template.

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Sinking Fund
Tracker

Smooth out your spending so you can stay in budget. Includes explainer video.

NET WORTH

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Net Worth Tracker

This tool makes it easy to calculate and track your net worth.

MEDICAL EXPENSES

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Health Insurance Reimbursement Tracker

Track your medical expenses, including reimbursement amounts, claims, and dates.

DEBT PAYDOWN

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Debt Tracker

This tool makes it easy to organize, prioritize, and pay down your debt.

HEALTH INSURANCE

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Health Insurance Comparison Tool

Your open enrollment bestie. Weigh the true costs and choose the best insurance plan for you. 

MOVING BUDGET

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Moving Budget

Use this spreadsheet to put together a budget for your move.

BUSINESS MODEL

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Business Budget

This tool helps you create your business financial model for the next 24 months.

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Travel Budget

Estimate trip costs, compare options and plan in advance so that all you have left to do is enjoy your trip, financially stress free.

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