Making sure you’ve covered all the bases is important to both your short-term and long-term financial health. Keeping track of your progress with an annual financial planning checklist makes it easier ...

It doesn't provide a total for each category, so you will have to add those up before logging the amount on your spreadsheet. One of the most helpful parts about using a spreadsheet to track your ...

A budget planner is a tool, such as a worksheet or template, that you can use to ... For other money matters, check out more financial calculators from NerdWallet. If it’s the 50/30/20 income ...

Lay the groundwork for a monthly budget by compiling these financial records, as well as info on credit card debt, pension contributions and one-off spends. See our six tips before starting your ...