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Financial Guides and Tools to get on track financially.
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items To get a better handle on your finances, many books are specifically designed to help with budgeting, saving, investing, and overall financial literacy. Many helpful templates exist to manage and analyze finances, both for personal and business use. ...
Sections
3
Books
Templates
Apps
Books
This classic book challenges conventional thinking about money, advocating for financial education and investing in assets.
Rich Dad Poor Dad: What the Rich Teach Kids
This book delves into how emotions and behavior influence our financial decisions, offering valuable insights into common financial pitfalls.
The Psychology of Money: Timeless Lessons
A timeless guide offering practical financial wisdom through parables set in ancient Babylon, emphasizing saving and living within your means.
The Richest Man in Babylon: Clason, George S.
This book provides a step-by-step plan for debt elimination and building wealth, including Ramsey's "snowball method" for debt payoff.
The Total Money Makeover – Updated and Expanded Edition - Ramsey Store
This book is a comprehensive guide to financial wellness, covering budgeting, credit, savings, and long-term financial planning.
Get Good with Money - Financial Literacy Book by Tiffany the Budgetnista
Guides to creating and sticking to a budget that fits your lifestyle.
Budgeting For Dummies
This book outlines a practical approach to budgeting, emphasizing how a structured plan can help you take control of your money. There is also an APP.
You Need a Budget: Proven System for Paycheck
This book is considered a cornerstone in value investing, this book provides insights into stock market strategies and investor psychology.
The Intelligent Investor Rev Ed: Definitive Value Investing
A streamlined approach to wealth accumulation focusing on simple investing strategies and financial independence.
The Simple Path to Wealth: Financial Independence
This book makes the case for investing in low-cost index funds as a simple and effective way to build wealth.
The Little Book of Common Sense Investing
Provides an easy-to-read guide to investing specifically tailored for millennials, covering topics like stocks, bonds, and IRAs.
Broke Millennial Takes On Investing Guide
A transformative guide to changing your relationship with money and achieving financial independence.
Your Money or Your Life: 9 Steps to Transform
A guide to achieving early financial independence through saving and investing strategies.
Retire Before Mom and Dad: Simple Numbers
Templates
Allocates income into categories: 50% for needs, 30% for wants, and 20% for savings and debt repayment.
50/30/20 Budget Calculator
These templates provides a straightforward way to track income and expenses with basic categories like income sources, fixed expenses, variable expenses, savings, and debt payments.
Simple Free budget template
Monthly templates allow tracking of monthly income and expenses, often with itemized transactions and calculations of totals, highlighting overspending.
PERSONAL MONTHLY BUDGET TEMPLATE - Google Drive
Create a tailored for those managing finances on a weekly basis, suitable for individuals with weekly paychecks or those who prefer more frequent monitoring.
Free and customizable budget templates with canva
Offers an overview of yearly income and expenses, best used in conjunction with a monthly budget template to transfer data for a broader financial perspective.
Budget Templates
Helps clarify financial goals, identify potential obstacles, and outline action steps to achieve them.
FINANCIAL PLANNING WORKSHEET My new money goal
Functions as a retirement guide for incorporating inflation to help plan for retirement.
Retirement Planning Guidebook: Key Decisions
Smartsheet provides templates like the Simple Budget template for household spending and the Weekly Budget Worksheet for weekly expense management.
Smartsheet Templates
Notion is a versatile platform offering customizable templates for both personal and business budgeting, including a comprehensive template to track income, expenses, accounts, profit and loss, invoices, and more.
Choose from 30000+ Notion templates | Notion Marketplace
Apps
Sophisticated software applications can help keep track of things to make budgeting and keeping up with finances easier.
A free budgeting app based on the envelope system, helping you plan and track your spending in different categories.
Goodbudget
A paid budgeting app based on the zero-based budgeting method, helping you give every dollar a purpose.
YNAB
A comprehensive personal finance app that helps you track spending, manage savings goals, and monitor bills.
Quicken Simplifi App: Reach money goals the smart & easy way
An all-in-one budgeting app with features like debt payoff planning and subscription management.
PocketGuard
A customizable budgeting and money management app that offers a net worth tracker and investment dashboard.
Monarch Money
An app that helps track spending, manage subscriptions, and negotiate bills.
Rocket Money
A budgeting app based on the zero-based budgeting method.
EveryDollar
A budgeting app designed specifically for couples to manage their finances together.
Honeydue
A free app that links your investment accounts and provides tools for tracking your spending, savings, and net worth.
Empower
A platform that offers comprehensive investment research capabilities.
Investment Tools You Can Trust | Morningstar Investor