Personal Finance Tools

Free Personal Finance
Tools

Use these interactive tools to better understand your financial situation and plan for the future.

Pro Tip: Start With Your Budget

Before calculating compound interest or net worth, create a realistic budget. This foundation will help you understand how much you can actually save and invest.

Use our budget tool below to allocate your income, then use the compound interest calculator to see how your savings could grow over time.

Personal Budget Tool

Create and visualize your monthly budget

Budget Categories

Budget Breakdown

38%15%10%8%5%25%Total$4,000.00Budget
Housing
37.5% of budget
$1,500.00
30.0% of income
Food
15.0% of budget
$600.00
12.0% of income
Transportation
10.0% of budget
$400.00
8.0% of income
Utilities
7.5% of budget
$300.00
6.0% of income
Entertainment
5.0% of budget
$200.00
4.0% of income
Savings
25.0% of budget
$1,000.00
20.0% of income
Total Budgeted:$4,000.00
Remaining:$1,000.00
Budgeted % of Income:80.0%

Budget Tips

  • Aim for 50/30/20 rule: 50% needs, 30% wants, 20% savings
  • Track your actual spending to compare with your budget
  • Review and adjust your budget monthly

Download Your Budget

Save for future reference and sharing

Compound Interest Calculator

See how your money grows over time with compound interest

Growth Visualization

Projected balance after 10 years:
$0.00
Total Contributions:
$0.00
Interest Earned:
$0.00

Download Your Results

Save calculations and projections

Net Worth Calculator

Calculate your total net worth by subtracting liabilities from assets

Calculation Date

Assets

Liabilities

Net Worth Visualization

Assets$20,000.00
Liabilities$5,000.00
Net Worth$15,000.00
Your Net Worth
$15,000.00
✓ Positive net worth!

Download Your Results

Save calculation and breakdown

Will Simulator

Create a basic outline of your will and testament to help organize your estate planning

Important Disclaimer

This tool is for planning and organization purposes only. It does not create a legally binding will. You must consult with a qualified attorney to create a valid will that meets your state's legal requirements. This simulator helps you organize your thoughts and information before meeting with an attorney.

Testator Information (You)

Executor (Person who will manage your estate)

Beneficiaries (Who will inherit)

Beneficiary 1

Assets to Distribute

Final Wishes (Optional)

Witnesses (Required for legal will)

Witness 1
Download Your Will Outline

Save your information to review with an attorney