I’ve built up quite a collection of useful personal finance spreadsheets and resources here at Take Charge of Your Money. Take a look at them and please share feedback with me about whether you find them useful.
Financial Health
Basic personal finance education
A free introductory session with a financial planner
A useful guide and workbook to help you take charge of your money
My personal finance spreadsheet
The actual spreadsheet I use to track my investments, FIRE, Net Worth, etc
A 52 week challenge to save over 13k
Calculate your Financial Health
Find the areas you need to focus on to improve your financial health
Starting late to save for retirement
How to understand a credit report
Home Loan calculator and home loan calculations spreadsheet
The spreadsheet I used to pay off my home loan and track progress each month
Find the best insurance
How to start a blog and other blog resources
I really hope that you find these personal finance spreadsheets and resources useful. It’s probably a good idea to bookmark this page as I’ll update it as I create new ones.
