Resources

Finance, budgeting and money

Budgets that add up, bills on a calendar, debts counted down and savings counted up.

Money paperwork is where a calculating version earns its keep, so every resource in this group comes as a working spreadsheet as well as a printable and a browser tool. None of them contains a recommended percentage, rate or target — those depend on a country, a wage and a rent that we do not know.

50 resources · every one as a printable and fillable PDF in A4 and US Letter, and online · 41 with an Excel workbook.

What every resource here includes

• A printable PDF laid out for both A4 and US Letter, with room to write.
• A fillable PDF with real form fields, for typing into and saving.
• A version on the page itself that you can fill in, print and download — kept only in your own browser.
• Where there is arithmetic, an Excel workbook whose grey cells work themselves out.
• No account, no email address, no watermark, and a licence that lets you use it at work.

Everything the site has on this subject — sheets, workbooks and tools included — is gathered on the finance hub.

Other categories

• Home and property records — The planner, calendar, inventory and register for the building itself and everything in it.
• Cleaning and organisation — Daily, weekly and monthly routines, room-by-room deep cleans, a decluttering challenge and the chore chart that shares the work out.
• Vehicles and transport — Service history, mileage, fuel, running costs, tyres, insurance and tax — for one vehicle or a small fleet.
• Garden, outdoor and equipment — Planting, harvest, lawn, plant care, and the tools and machines in the shed.
• Pets and animals — Medical and vaccination records, medication, feeding, training, grooming, costs and the sheet you leave for the sitter.
• Rental property and landlord — Income and expenses, rent received, inspections, inventories at both ends of a tenancy, and the annual compliance round.
• Business and work — Invoices and estimates that add up, expenses, customers, jobs, stock, mileage, hours and a monthly profit and loss.
• Personal planning and lifestyle — Daily, weekly and monthly planning, habits, meals, fitness, reading, travel and goals.
• Safety, records and practical forms — Emergency preparedness, the documents and policies register, security and fire checks, damage and incident records — and two generators for the sheet nobody sells.
• Inspections and safety checks — Dated, signed inspection rounds for buildings, equipment, vehicles and premises — each one counting what passed and what did not.
• Inventories and stocktakes — Count it, price it, total it — stocktakes and asset inventories for the places that hold a lot of things worth money.
• Job sheets and work orders — The sheet that goes out with the van: what was wrong, what was done, parts and hours, signed off by the customer.
• Logs and record sheets — Dated lines in a book: deliveries in, calls taken, hours run, output made, waste weighed — each one adding itself up.
• Animal health records — Vaccinations and boosters, vet visits, treatments, weights and the paperwork that follows an animal between owners, kennels and yards.
• Health and medical records — Your own copy of your own medical history: what you take, what you were told, what was measured and when you next go back.
• Baby and childcare — The first year written down — feeds, nappies, sleep and milestones — plus the paperwork between parents, childminders and nurseries.
• School and study — Homework, revision, deadlines and grades — for the student keeping track and the parent paying for it.
• Events and celebrations — Budgets that hold, guest lists that reconcile, suppliers that turn up and a timeline for the day itself.
• Care and support records — The daily record of care given — visits, medication signed for, handovers, rotas and the plan everyone works from.
• Household and family organiser — The pages of a home binder that actually get used: who to call, what renews when, who does what, and where everything is.
• Wellbeing and habits — Habits, routines, sleep, mood and the small daily record that shows what is actually happening rather than what you meant to do.
• Work and career — The paperwork of a working life kept by the person living it: the search, the interviews, the week ahead and the evidence of what you did.
• Teaching and classroom — The teacher's side of the desk: the week planned, the marks in, the incidents recorded and the handover written for whoever takes the class next.
• Family history and genealogy — The working papers of family history research: who belongs to whom, what has been found, where it came from and what is still to look for.
• Travel and Holidays — Planners, budgets, cost calculators, booking trackers and packing checklists for holidays, road trips, group travel and long-term trips.
• Moving and Relocation — Budgets, quote comparisons, timelines, registers and checklists that carry a household from packing the first box to settling into the new home.
• Property Buying and Selling — Worksheets, trackers and checklists for every stage of a house purchase or sale, from first viewing to completion day.
• Kitchen and Meal Planning — Planners, inventories, logs and calculators for running a home kitchen, from freezer contents to what a portion costs.
• Energy and Utilities — Meter reading, tariff, solar, EV charging, heating fuel and utility contract templates for working out what your home energy actually costs.
• Hobbies and Collections — Spreadsheets, inventories and logs for cataloguing what you collect, budgeting your hobby spend and recording what you watch, climb, catch and make.
• Fitness and Training — Logs, trackers and planners for everyday exercisers who want to record sessions, add up weekly totals and plan around events.
• Clubs, Charities and Community — Money, membership and organisation sheets for treasurers, secretaries and committee members of clubs, small charities and community groups.
• Self-Employed Bookkeeping Sheets — Cashbooks, day books, forecasts, rate calculators and year-end summaries for sole traders and freelancers keeping their own books.
• Makers and Craft Business — Costing, order, pricing, postage and stockist sheets for people who make things and sell them.
• Digital Life and Content — Planners, trackers, logs and checklists for publishing content online and keeping your own digital life in order.
• Renovation and DIY Projects — Budgets, schedules, quantity calculators, specification sheets and logs for homeowners planning and running renovation and DIY projects.
• Estate and Legacy Planning — Plain forms and spreadsheets for putting your affairs in order and for the people who will one day settle them.
• Caravans, Boats and Touring — Owner-side planners, cost trackers, calculators and checklists for touring with a caravan, motorhome, campervan or boat.
• Shared Buildings and Residents — Templates for leaseholders, residents' groups and house shares to budget, log, allocate and share the costs of a building they use together.
• Money Calculators and Worksheets — Worksheets and calculators that apply the reader's own figures to loans, mortgages, savings plans, pay, shared costs and big purchases.
• Seasonal Occasions and Gifting — Planners, budgets, lists and inventories for festive occasions and gift-giving through the year, as printable sheets, online forms and Excel workbooks.
• Kids and Family Life — Trackers, planners, logs and forms for running family life with school-age children and teenagers, from pocket money to term dates.
• Students and Shared Living — Planners, calculators, rotas and records for university students and anyone splitting a flat, from bills and deposits to modules and placements.
• Writing and Publishing — Trackers, planners, logs and calculators for novelists, freelance writers and self-publishers managing manuscripts, submissions and book sales.