Worksheets – Napkin Finance

Asset Allocation Worksheet

What's the best asset allocation? Use this worksheet to find an investment mix that's right for you.

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Budgeting Worksheet

Need some help taming your spending? Our printable worksheet can help you get started with budgeting today.

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Debt Repayment Worksheet

Need a roadmap to get out of debt? This worksheet is a great way to get on the right track.

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Financial Bingo for Kids Worksheet

Gamify financial literacy for younger learners with our printable bingo card. See how many squares you can mark off in a month!

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Financial Bootcamp Worksheet

Get on the fast track to financial freedom with our Bootcamp! Try our one-month challenge worksheet to get started.

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Financial Goals Worksheet

What are you working toward with your money? Try our worksheet to help identify your financial goals, and keep your eyes on the prize.

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Net Worth Worksheet

Do you know your net worth? This simple worksheet helps determine what is owned minus what is owed.

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Risk Tolerance Worksheet

How much risk is right for you? Find out how much risk you are willing to take on with our Risk Tolerance Worksheet.

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