Personal finance spreadsheets and resources

Personal Finance Spreadsheets and Resources

I’ve built up quite a collection of useful personal finance spreadsheets and resources here at Take Charge of Your Money. These are my most popular posts and downloads, and a great place to start! Take a look at them and please share feedback with me about whether you find them useful.

Financial Health

Learn about personal finance

Basic personal finance education – a collection of over 20 articles to cover everything you need to know to manage your money better!


How to get out of debt

How to pay off debt eBook

An 8 step guide to help you get out of debt.


Free Budgeting 101 course

Free Budgeting course

Video interviews and a workbook to help you start an effective budget.


Request a financial adviser

A free introductory session with a financial planner


Help! Where's my money gone?

Help! Where’s my money gone

A useful guide and workbook to help you take charge of your money. Find where your money disappears each month.


My personal finance spreadsheet

My personal finance spreadsheet

The actual spreadsheet I use to track my investments, FIRE, Net Worth, etc


52 Week Savings Challenge

The 52 Week Savings Challenge

A 52 week challenge to save over 13k


Calculate your Financial Health

Calculate your Financial Health

Find the areas you need to focus on to improve your financial health. A quick and easy test to see how financially fit you are.


Starting late to save for retirement

Starting late to save for retirement

Do you feel that you’ve left saving and investing for too late in life? You’re not alone! Read a personal account of someone in a similar situation.


Understanding your credit report

How to understand a credit report

All you need to know about your credit score and credit report.


Home Loan calculator and home loan calculations spreadsheet

Home Loan Calculator

Home Loan Calculator

A great home loan calculator that will show you your monthly payments split by the principle & interest amounts. You can even get the PDF emailed to you if you want.


Udemy course on how to do home loan calculations yourself in Excel. Learn about what the formulas are and how the calculations actually work.


My personal finance spreadsheet

Home Loan Excel Spreadsheet

The spreadsheet I used to pay off my home loan in under 5 years. I tracked progress each month and planned accordingly.


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.

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