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Tools that keep your payoff plan organized.

Access free templates, checklists, and workbooks vetted by our editorial team. Create an account to save progress, track updates, and keep your payoff and budgeting work in one place.

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Payoff Plan

Debt Payoff Snapshot

One-page tracker to capture balances, APRs, and minimums for quick sharing.

XLSX + PDF
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Budget

Budget Reset Workbook

Four-step framework for allocating income, identifying leaks, and redirecting towards debt.

XLSX + PDF
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BudgetAccount required

Budget Bills Workbook

List every bill in one place, then upload to auto-fill your budget.

XLSX + PDF
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Tax Help

W-2 Tax Document Checklist

Organize payroll forms, receipts, and filing deadlines in one clean checklist.

XLSX + PDF
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Side Hustle

Side Hustle Scorecard

Compare income ideas with filters for time, startup costs, and earning potential.

XLSX + PDF
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Tax Help

Quarterly Tax Estimate Tracker

Project estimated payments and log confirmations across each quarter.

XLSX + PDF
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Budget

Zero-Based Budget Template

Assign every dollar a job and map a weekly check-in routine that protects your payoff plan.

XLSX + PDF
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Payoff Plan

Consolidation Rate Checklist

Compare loan and balance-transfer offers before you apply.

Awaiting marketplace rollout

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Coming soon

More downloads on the way

We are packaging new trackers and playbooks for the next release.

More tools coming soon

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Disclosure: Downloaded resources are for educational purposes only and are not financial, tax, or legal advice. Results depend on your inputs and assumptions. Offer terms and availability may change.

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