Free Worksheets

Free Worksheets From the Neatest Little Guides

As a service to my current readers and readers-to-be, I am pleased to offer you the worksheets from my money management books. Each fits on a single sheet of paper and is saved in Adobe PDF format, so you will need the Acrobat reader to view and print them. Acrobat is a free download which you can get by clicking the button to the left.

The Neatest Little Guide to Mutual Fund Investing Financial Goal Worksheet [PDF 339 KB]
Breaks your financial goals down into manageable monthly amounts, identifies your time frame, acceptable level of risk, and target investment allocations.

Mutual Fund Information Sheet (PDF 339 KB)
Consolidates on one sheet of paper everything you need to know about funds youÁre considering. An invaluable research tool.
The Neatest Little Guide to Stock Market Investing Reasons and Limits [PDF 304 KB]
Presents a simple form summarizing your reasons for investing in a stock and the price limits at which you will buy more shares or sell. Use this sheet to keep a cool head when others panic.

Stocks to Watch Worksheet [PDF 390 KB]
This is the legendary system for picking winners, thoroughly explained in the book and revered around the world. You will not find analysis this complete in such a small space anywhere else. Entire investment clubs have sprung up around this remarkable approach. A must-have!
The Neatest Little Guide to Personal Finance Net Worth Worksheet [PDF 306 KB]
Tallies your assets and liabilities for calculating your net worth.

Monthly Expenses [PDF 306 KB]
Tallies your monthly expenses in dozens of categories such as housing, utilities, entertainment, dining out, childcare, laundry, and pet food.

Yearly Expenses [PDF 306 KB]
Gathers monthly totals from the monthly expenses worksheet above and adds them up to show you what happened during the year.