Financial Worksheets

Net Worth Image
Spending Plan Image
Financial Goals Image

Congratulations on taken a step on the road to financial independence. These free worksheets will help you track your Goals, Net Worth, and Cash Flow.


The Goals worksheet is broken down into 6-month, 1-year, 2-year, 5-year, and 10-year goals. It's a simple way to keep track of your savings goals, like a trip, car, house, etc. Enter your goal, amount needed and how much per month you need to save.

Net Worth

The Net Worth worksheet does what is says on the Tin. Calculate your total net worth. It simply adds up you Assets and Liabilities, and then subtract your Liabilities from your Assets. Job Done.

Income and Expenses

Finally to calculate your monthly Cash Flow. Simply add up you Income and Expenses, and then subtract your Expenses from your Income. Hopefully, your Cash Flow is a positive number already if not we need to get there as quick as possible.