Financial Literacy 2007 archive: work sheets

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Work sheets 2007

Personal finance work sheets

As part of its Financial Literacy series, Bankrate offers work sheets to help you plot your personal finance strategies.

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Worksheet archives

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Archive of Financial Literacy work sheets

January 2007

�	Create your family budget
�	Emergency fund work sheet
�	Dealing with debt work sheet
�	Monthly financial calendar work sheet
�	Daily expense tracker work sheet
�	10 reasons to budget work sheet
�	Net worth work sheet

February 2007

•	Compare credit cards
•	Checklist for transferring credit card balances
•	Do-it-yourself credit repair checklist
•	Lower interest rate request work sheet
•	No more late fees work sheet
•	Credit card data work sheet
•	Dispute a purchase made on credit
•	Credit card inventory
•	Credit card protector
•	Form letter to fix credit report errors
•	Checklist for credit report errors

March 2007

•	9 steps to cancel PMI
•	Saving for a down payment
•	Safeguarding your housing information
•	How much house can you afford?
•	Which lender is right for you?
•	Interviewing mortgage lenders
•	How to get a mortgage
•	Collecting necessary paperwork

April 2007

•	Retirement planning checklist
•	Budget for retirement
•	Protect yourself from scams
•	Daily expense tracker
•	Spending plan
•	Dealing with debt

May 2007

•	How much equity do you have in your home?
•	Compare home equity loan offers
•	Questions to ask refinance lenders
•	Questions to ask lenders
•	Safeguarding your housing information

June 2007

•	Form letter for fixing credit report mistakes
•	Checklist to fix credit report mistakes
•	Do-it-yourself credit repair checklist
•	Keep track of your debt
•	Monthly financial calendar
•	No more late fees work sheet
•	Free credit reports and credit reporting agencies
•	Cancel a credit card without dinging your score
•	Form letter to cancel a credit card account
•	Form for name change request on credit report

July 2007

•	Create your family budget
•	Creating an emergency fund
•	Daily expense tracker
•	How to request a lower interest rate
•	Dealing with debt
•	Grow an emergency fund

August 2007

•	Questions to ask about auto insurance
•	Questions to ask on health insurance
•	Questions to ask on homeowners insurance
•	Questions to ask about life insurance
•	Form letter for denial of out-of-network benefits
•	Form letter for denial of medical procedure

September 2007

•	College budget work sheet
•	Budget: spending allowances
•	Budget: weekly spending tracker
•	Daily expense tracker work sheet
•	Creating an emergency fund
•	College cost comparison work sheet
•	Calculate how much to borrow in private loans
•	Financial aid tracker

October 2007

•	Protect yourself from scams
•	Researching and comparing mutual funds
•	Discovering investment goals
•	Compare mutual fund fees
•	Questions for financial planners

November 2007

•	Real and personal property
•	Important contacts
•	Income and financial records
•	Liabilities inventory
•	Insurance inventory
•	Preparing your executor
•	Burial wishes

December 2007

•	Capital gains and losses work sheet
•	Charitable donation work sheet
•	Investment cost basis work sheet
•	Medical and dental expenses work sheet
•	Moving expenses work sheet
•	Tax preparation checklist