Financial Tools.

Free calculators & templates

Financial Planning
The Financial Checkup

Check your savings rate, debt-to-income ratio, and retirement trajectory in 2 minutes. Benchmarked against widely-accepted financial planning standards.

Budgeting
Monthly Budget Planner

Enter your take-home pay and get a complete budget breakdown across every major category. Includes a self-employed mode that estimates your tax set-aside before building your budget.

Build My BudgetDownload Excel Template
Home Buying
How Much House Can You Afford?

Uses the 28/36 rule to calculate the maximum home price you can responsibly afford. Factors in property tax, insurance, PMI, and your existing debts. Shows what the bank will approve versus what you should actually spend.

CalculateDownload Excel Template
Auto
How Much Car Can You Afford?

Calculates your maximum vehicle price based on the 10% payment rule. Shows total cost of ownership including insurance, fuel, and maintenance.

CalculateDownload Excel Template

Download Excel Template

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