TOOLS & RESOURCESTHE TOOLS THAT CAN HELP YOU SUCCEED
This fantastic mobile app lets you gain insight into your spending habits, and then monitor your spending in real time. An easy way to consolidate the amount you owe in credit cards within a single app.
Personal Capital is best described as a “financial account aggregator.” After connecting your bank account, credit cards, mortgage or auto loans, investment accounts, and any other financial accounts, this free service summarizes your financial situation and offers personal financial planning guidance.
Mvelopes is another app that borrows the methodology of the cash envelope budgeting system. Here, you set up your budget using the app and keep track of your spending using digital envelopes. This eliminates the need to carry around paper envelopes stuffed full of cash, protecting you from theft and loss.
Since 2003, Vertex42® has been creating spreadsheet templates for business, personal, home, and educational use. They are amazing and simple to use. They have a huge collection of financial calculators including user-friendly debt reduction and money management tools. They also provide a large selection of templates for Microsoft Word® such as resumes, letters, and a business plan template that includes financial statements in Excel.