Manage Your Money Better with Financial Worksheets
Better budgeting and sound money management starts with a plan. Our financial worksheets help you set up a budget, establish goals you can live with, track spending and determine your true net worth. Start with one of the four pillars on your Financial Flexibility and Freedom® journey– Spend & Manage Wisely, Save Better, Borrow Smarter or Plan Ahead. Not sure where to start, check out Learn a Lot!
Spend & Manage Wisely
Our Spending worksheets allow you to take a deeper dive into your spending habits so you can be more purposeful with your purchases and manage your money wisely.
Click here for your "My Personal Financial Task List" worksheet.
Click here for the Simple Monthly Budget worksheet.
Click here for the Advanced Monthly Budget worksheet.
Save Better
Our Savings Worksheets will help you make an action plan to kickstart, refine or set your savings goals.
Click here for the "My Goals Planner" worksheet.
Click here to view the "Now, Soon, Later" worksheet.
Borrow Smarter
Gain an understanding of your borrowing habits, how those habits can impact your overall credit picture and get control of your debt with our Borrow Worksheets.
Getting ahead of debt requires first having a clear snapshot of what all you’re carrying to begin with. This debt management inventory makes it easy to organize your obligations.
Plan Ahead
Live the life you want to live by utilizing our Planning Worksheets to plan ahead for your family’s future and your retirement.
Click here to view the Personal Insurance Estimator worksheet.
Click here to view the Planning Ahead Inventory worksheet.
Learn a Lot
Use our other worksheets to get started on living financially flexible and financially free.
Click here for our online Monthly Budget Tool.
Click here for our Net Worth Worksheet.
Organize your Financial Documents with our End of Life Planning checklist.
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Financial Learning Center
There is a wealth of free financial learning seminars, webinars, online resources and more at the WPCU Financial Learning Center.
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Financial Success Center
Learn at your own pace! You can browse our interactive learning modules with over 24 topics to help you save better, borrow smarter and learn a lot.
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Brochures/Documents
Learn more about the products, services and resources available from Wright-Patt Credit Union that can help you on your Financial Flexibility and Freedom® journey.
