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Financial Worksheets | Wright-Patt Credit Union

Easy steps for managing your budget, setting goals, understanding your financial picture, and more — your plan for a brighter future.


The following worksheets, planners and inventory tools will help you plan, manage and budget your personal finances smarter than ever before.


Better budgeting starts with a plan. Our budgeting tools and worksheets help you set up a budget, establish realistic goals, track spending, and determine your true net worth — what you own, minus what you owe.

Property, Investments, and Insurance Inventory

Keeping track of your property, investments and insurance coverage is important to the success of your financial plan. The following document makes it easy to stay organized.

Keep more of your hard-earned money. Check out our other websites:

Respect Your Money - Young Today, Money Smart TomorrowFraud Awareness - Protect Yourself From FraudWright 4 You Mortgage - A Perfect Fit

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Wright-Patt Credit Union is committed to providing a website that is accessible to the widest possible audience in accordance with ADA standards and guidelines. We are actively working to increase accessibility and usability of our website to everyone. If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at (800) 762-0047 or by clicking here. All products and services available on this website are available at all Wright-Patt Credit Union branches.

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