Financial Calculators & Templates

A set of in-browser calculators and downloadable spreadsheet templates. Pick a tool. Bookmark this page.

💰 Online Calculators

Type your numbers; results update live. Nothing is sent anywhere.

📊 Monthly Budget Calculator

Calculate your savings rate — the metric that actually matters for building wealth.

Total Expenses
$0
Savings
$0
Surplus / Deficit
$0
Savings Rate
0%
Enter your numbers above.

💳 Debt Payoff Calculator

How many months to pay off a debt, and how much you'll pay in total interest.

Months — Standard
0
Months — With Extra
0
Interest Saved
$0
Time Saved
0 mo
Pay even a little extra and watch the difference.

🌴 Retirement Quick Check

Will you hit "25× your expenses" by your target retirement age?

Projected at Retirement
$0
Target (25× expenses)
$0
Funding Ratio
0%
Status
The earlier you start, the more compound interest does the work.

💵 Net Worth Tracker

Add up what you own minus what you owe. That single number tells you everything.

Total Assets
$0
Total Debts
$0
Net Worth
$0
Asset Ratio
0
Track this monthly. Growth = real progress.

📁 Downloadable Templates

Free CSV starters. Open in any spreadsheet app.

📊

Monthly Budget Template

Income tracker + fixed/variable expense categories + auto-calculating savings rate %. Annual projection rows included.

⤓ Download.csv
🎯

Savings Goal Planner

Plan multiple savings goals at once (emergency fund, car, wedding, down payment, grad school). Shows monthly saving needed.

⤓ Download.csv
💵

Net Worth Tracker

Asset and debt categories. Net worth auto-calculates. Monthly trend rows.

⤓ Download.csv
🌴

Retirement Calculator

Projects retirement balance from current savings + annual contribution + expected return, and compares it against a 25× expenses target.

⤓ Download.csv
💳

Debt Payoff Tracker

Per-debt balance, APR, minimum payment, and extra-payment field. Shows months to payoff and total interest under each scenario.

⤓ Download.csv

The full app

These calculators and templates cover the basics. The full Learn Your Money app adds a verified 2026 federal tax pro-forma plus approximate state-tax estimates for all 50 states + DC, retirement readiness, mortgage payoff comparison, College & 529 planning, and more — all running locally in your browser. In beta.

Open the App →