Financial Planning Tools

AAHA

Budgeting resources

Use our budget resources to help you manage your money smarter.

Budget planning templates

Creating a system to track your expenses doesn’t have to be difficult or time-consuming. In fact, you can use these templates as guides and customize them for your personal circumstances. Print the PDF, then incorporate the information in a paper budget system or in the computer application of your choice, or click here to download the template as an Excel file.

Net worth template

The first step in creating a smart money-management plan is to determine exactly where you stand. Use this Excel document to list your assets and liabilities and then calculate the difference to reveal your current net worth.

Loan calculators

Use these financial and money management tools to map out your plan for financial success in your personal and professional life. Begin the process with a budget planning template and a net worth template to track your expenses and evaluate your current net worth. Next, get a handle on student loan opportunities and repayment options with student loan calculators, loan amortization tables, and more.

Multiple loan calculator

Calculate obligations for Stafford, Perkins, and other loans.

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Monthly payment calculator

Find out how much one loan will cost over time and an estimate of the annual starting salary you’ll need to afford the loan you are considering.

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Loan amortization table

Find out how much of each month’s loan payment will be applied to principal and how much will be applied to interest.

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