Financial Basics - Companion Toolkit

The tools to keep moving forward. This bundle brings together all five companion tools to help you track your money, build financial habits, work toward your goals, and make adjustments along the way.

This bundle includes:

• Income & Expense Tracker (Google Sheets + Microsoft Excel) — track your income and daily expenses and see the numbers come together automatically
• Habits Tracker (PDF to Print + Fillable PDF) — build the financial habits you're working on and reflect on the ones you're ready to leave behind
• Goal-Setting Worksheet (PDF to Print + Fillable PDF) — turn a financial goal into a clear, specific plan
• Emergency Fund Milestone Tracker (Google Sheets + Microsoft Excel) — work toward your emergency fund milestones, one step at a time
• Subscription Audit Tracker (Google Sheets + Microsoft Excel + PDF to Print + Fillable PDF) — see every subscription in one place and decide what's still worth keeping

Together, these five tools help you put what you know into practice: see what's happening with your money, build habits that support your goals, define what you're working toward, make progress on your emergency fund, and know what you're paying for every month.

Already have the guide? This is everything else, all in one bundle.

$31.95 if purchased separately. Save 21% with the Companion Toolkit.