Financial Basics - Progress Bundle

Turn your plans into progress. This bundle builds on the basics with two more tools: one to define a specific financial goal and one to help you work toward your emergency fund milestones.

This bundle includes:

• Financial Basics for First-Time Adults (PDF) — a clear introduction to financial topics that often come with adulthood, from your first paycheck to planning for the future, with the essentials in between
• 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

Together, these five help you build on your financial foundation: understand how money works, see what's happening with your own money, build habits that support your goals, define what you're working toward, and make progress on your emergency fund.

$38.95 if purchased separately. Save 23% with the Progress Bundle.