Main - Beginner Finance Kit

Beginner Finance Kit

  • Five templates for budgeting, saving, and paying down debt
  • One editable spreadsheet, ready to copy and use
  • Start tracking your money in fifteen minutes

About
This Checklist

This kit gives you five editable templates for your budget, savings, debt payoff, and net worth. Net worth is what you own minus what you owe. You do not need a finance background to use it. Fill in your numbers and the spreadsheet does the math. The ideas come from our personal finance blog.
10 Steps
Clear actions to help you set up your finances
1 Page Format
Simple and easy to follow format
5 min to complete
Quick to use and apply immediately

About the Author

Derick Do is a business investor who focuses on personal finance and investing for beginners. He helps readers build simple money systems they can stick with, without complicated jargon or guesswork.

Practical strategies and
honest analysis from
our expert team

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