If you feel that your credit information has been compromised, you may need to execute a credit freeze letter using the letter template below. The recent data breach with Equifax means that over 140 million Americans have had their credit information stolen. In order to defend against potential issues, you can request a security credit freeze by sending a letter … Read More
Affidavit of Heirship Form
This affidavit of heirship form is a legal template that can be used to document ownership of property. An Affidavit of Heirship is used to facilitate the legal transfer of property ownership when the original owner has passed away without a will prepared by a decedent individual. This affidavit is also often used to help families avoid going through probate … Read More
Cash Flow Worksheet – Monthly
The basic Monthly Cash Flow Worksheet can be downloaded below for free in Microsoft Excel. This spreadsheet was created to help individuals track their monthly inflows and outflows of cash. The top of the worksheet includes boxes that provide totals of cash outlays for 12 months out of the year. You can save the report for every year and use … Read More
401k Rollover Letter Template
There are times when you can transfer your 401k retirement account. Performing a 401k Rollover is a common practice when you leave your job or retire. It is usually a good idea to rollover your 401k since other investment opportunities can often be more flexible while improving fund performance. The following letter template can be used to formally request a … Read More
Stop Check Payment Form
Fill out this form to let your bank know to stop payment on a check. Sometimes you write a check but then realize the individual or business doesn’t need the money. It’s also common that people decide to pay electronically or through online systems then want to cancel the payment. In other cases, you have sent a check but it … Read More
Investment Trading Journal
This free spreadsheet is provided to assist with tracking market purchases and sales transactions of stock market securities or related investments. Often referred to as a day trading journal, this is useful for active day traders and for individuals that manage their own investments online. The frequency of your trades will not change the use or function of this form. … Read More
Personal Monthly Budget Form
This handy Personal Monthly Budget Form is provided as a printable PDF document which includes ample space to document projected versus actual monthly income, costs and expenses.
Mortgage Refinance Calculator
If you are ready to refinance your home it is a good idea to determine how much you will save in mortgage interest over the term of your mortgage. It also good to know your savings over the term of home ownership. The following mortgage refinance spreadsheet will help you to determine the real value in refinancing your home.This mortgage … Read More
Budget Plan – Six Months
Prior to buying a home, one of the most important things to do is to calculate your expenses over a six month period using a budget plan. This helps you prepare for your monthly payments and observe how some of your payments may change throughout the year. This can all be done with our Six Month Budget Plan. Whether you … Read More
Income Expense Sheet for Couples/Roomates
When living with a roommate or a spouse, managing both incomes is an integral part of maintaining a stable budget and payment system. Our Income Expense Sheet for Couples and Roommates allows you to calculate two household member’s income and expenses. You can use this form to establish how much money each person brings in on a weekly, bi-weekly, or … Read More
Vehicle Gasoline Log
Due to rising fuel costs all over the world, monitoring your personal fuel usage can be a good way to help budget and save money. Our vehicle gasoline log provides you the platform to be able to do that. The vehicle gas log allow you to record the mileage of the vehicle, amount spent on gas, gas mileage, and amount … Read More
Insurance Tracking Log
Health insurance plans today don’t typically cover as much of our medical costs as we would like them to. We have created a log form that is easy to use for individuals to keep track of all of their insurance statistics, from medical to vision and dental. This form lets you record up to six months worth of payments made … Read More
Basic Bill of Sale – Blank Form
The Printable Basic Bill of Sale Template Form can be used to document a sale of any type of item between two parties. This is a simple, generic blank form that is typically saved as a receipt to keep documentation of the transaction. This form is provided in Microsoft Word format. Otherwise called a sale bill, these are usually used … Read More
Monthly Bill Organizer
Organizing your bills on a monthly basis is the best way to budget your money and keep track of your bill payments. Our monthly bill organizer provides you with spaces to document all of your regular debt payments, including mortgages, credit cards, auto loans, utilities, and insurance. Keep track of your payment due dates, check or payment confirmation numbers, and … Read More
Project Proposal Template
This Project Proposal Template provides a simple template for any company or group submitting a proposal to a sponsor or superiors. This form outlines the proposal into simple categories in order to present the framework or action plan for a new business, commercial, educational or research project. Download our form today in PDF format in order to present your proposal … Read More
Personal Financial Information Form
Organize your financial info with this free form. This printable form includes numerous categories of assets and liabilities. The template document can be used to assess financial fitness for business credit or personal credit. Get started on your personal financial plan or loan application. This helpful form will improve your financial literacy and will impress your banker. Download courtesy of … Read More
Price Comparison Checklist
This printable form can be used when purchasing an item to determine where the best product and price can be found. The price comparison checklist allows you to compare location, brand name, cost and features of the product you are looking for. This type of checklist is ideal for larger purchases such as a big appliance or furniture. Download Price … Read More
Net Worth Calculator
This free Net Worth Calculator can be used by any individual to define their net worth by balancing assets against liabilities. How to calculate my net worth? By subtracting the total value of all liabilities, including student loans and mortgage loans from the total amount of assets possessed, you reach your total net worth. Your may also be interested in … Read More
Expense Tracking Spreadsheet
This free expense tracking spreadsheet is an excellent tool for tracking expenses over any period of time for the purpose of maintaining a budget. Whether you are self-employed and need to track expenses for tax purposes, or if you are splitting the cost of expenses between yourself and your roommate, this self-tallying spreadsheet makes keeping track of any expenses easy … Read More
Expense Tracking Chart
This printable Expense Tracking Chart can be used by any individual interested in keeping track of their personal or business expenses. If you are maintaining a budget for business expenses, this sheet can make end of year tax preparation smooth and easy. This form can also be used to split expenses between roommates or spouses, and to help budget weekly, … Read More
Financial Asset Inventory Sheet
This printable inventory sheet is a convenient way for any individual to record their financial assets. Documentation of physical and financial assets is especially important when preparing a will, considering life insurance needs and for developing a general knowledge of your financial condition. This free, 3-page printable form includes documentation for bank accounts, investment accounts and retirement accounts. This form … Read More
Checkbook Register
This free electronic checkbook register spreadsheet in Microsoft Excel can be downloaded for balancing of any checkbook, business or personal. This alternate checkbook register begins with a starting balance and adds or deducts money from the total amount with each transaction entered into the spreadsheet. An opening balance box is provided to start using the document. The worksheet also records … Read More
Home Budget Spreadsheet
The free printable home budget spreadsheet can be used as a home income, debt and money management budgeting tool to track various financial information about your household budget. The budget spreadsheet can help organize your complete home budget, mortgage payments and debt in the form of secured and unsecured loans, student loans debt payments, credit card debt. The home budget … Read More
Manual Check Register
The Free Printable Manual Payment Register or Manual Check Register is used to help you manage checking account payments. This check register is designed to be filled in within the document or the check register can be printed and filled in manually.You can print out this document and use it to manage payments in a checking account. This document does … Read More
Bank Reconciliation Spreadsheet
Download the free printable bank reconciliation spreadsheet below. This Microsoft Excel document allows you to quickly reconcile a checking account. You can enter your checking account information such as date and statement balance. You can also enter bank deposits and bank withdrawals. The document allows you to quickly organize the bank reconciliation process. The spreadsheet will automatically total outstanding checks … Read More