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Useful Forms

Useful Forms


Budget Forms

Monthly Cash Flow

Use the Monthly Cash Flow form to set up your basic monthly budget. This form helps you prioritize while giving every dollar a name.


Consumer Equity Sheet

What's your net worth? Find out with this form by determining how much you owe versus how much value each asset has.


Allocated Spending Plan

Give every dollar a name. Use this form to break down each paycheck and tell your money where to go.


Lump Sum Payment Planning

Use this form to help you calculate and save for expenses that happen on a non-monthly basis.


Quick Start Budget

This is a great place to get your feet wet on the process of making a budget if you are new to the process.


Income Sources Recap

If you work multiple jobs or have other streams of income, you can get them all down in one place here.


Monthly College Planning

If you have kids, you're probably well aware of the rising cost of college. Planning is the secret to a college education without student loans. This form helps you determine how much you need.


Irregular Income Spending

Many of us have irregular incomes. If you are self-employed or work on commission, this form will help you plan for your expenses.


Recommended Percentages  

How much do you need to budget for groceries? This form outlines Dave's recommended percentages for each category, making it easier to set up your budget.


Components of a Healthy Financial Plan

This form lists all of the important documents you need for a healthy and organized financial plan.


Credit Card History

Keep all your credit card numbers and contact information here so you know what was paid and when, and where the money was sent.


Insurance Coverage

There are many types of insurance coverage, and with this form, you can write down who you are covered by and for what, your agent's name, the premium you pay and more.


Retirement and Savings


Monthly Retirement Planning

How much do you need to retire comfortably? Use this planning sheet to figure out how much you need to save each month for retirement.


Breakdown of Savings

Here, you can write down your savings goals for various expenses and update the balances as they grow.


Debt Snowball

This is the fun one! Get your debt snowball rolling. List all of your debts smallest to largest, and use this sheet to mark them off one by one.


Pro Rata Debt List Form

If you can't pay your debts in full each month, this form helps you calculate how much each creditor gets paid right now.