Resources
A few useful starting points
These pages are meant to be used. You can fill in the planners on your device or print a blank copy and use a pen. Start with whichever one feels useful today; there’s no required order.
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Money on one page
A simple place to put money coming in, money going out, and the questions you want to come back to.
Open the money plannerFill in on screen or print blank · English · Edition {{ edition }}
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A bill calendar
Write down what is due and when, so the dates are easier to see together.
Open the bill calendarFill in on screen or print blank · English · Edition {{ edition }}
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Questions to bring with you
A page of questions for a conversation about an account, a payment, or borrowing money. Circle the ones you want explained.
Open the question sheetPrint and circle · English · Edition {{ edition }}
These resources offer general financial education. Financial products and rules vary by location and personal circumstances; a qualified local professional or the relevant provider can help with questions specific to your situation.
For more detail: Your Money, Your Goals
The U.S. Consumer Financial Protection Bureau offers tools for organizing income and bills, planning, and understanding financial products. This is a U.S.-focused external resource, separate from The Means of Her Making.
Visit the CFPB toolkit (consumerfinance.gov)