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 Adobe Reader to view and print them. It’s free here.

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 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 you are considering. An invaluable research tool.

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.

25 Comments

  1. George
    Posted March 4, 2014 at 4:10 am | Permalink

    Hi Jason,
    Truly fantastic book, very easy to read with great tidbits of humor (always appreciated). I have the same question as Arno above: Do you have the “Stock to Watch” worksheet in some editable format? It would be great to be able to just copy and maintain online.
    Thank you,
    George

    • Posted March 18, 2015 at 11:47 am | Permalink

      Hi George,

      No, it’s just the printable form to maintain by hand. People have turned it into a spreadsheet, and I could offer one of them here one of these days.

      Jason

  2. SHONSAYA OWEN
    Posted July 3, 2014 at 7:54 am | Permalink

    LOVE YOUR NEATEST LITTLE GUIDE. A LOT OF USEFUL INFORMATION TO THE NEW INVESTOR. I’M SENDING COPIES OF ALL MY FRIENDS. I ALSO BOUGHT “INTELLIGENT INVESTING” AND “COMMON STOCKS AND UNCOMMON PROFITS” ARE OF WHICH ARE QUITE BORING COMPARED TO YOUR BOOK. THANKS SO MUCH, JASON GOOD JOB!!

    • Posted July 8, 2014 at 7:40 pm | Permalink

      You’re most welcome, Shonsaya, and thank you for sending copies to your friends! Glad to have you and yours in the circle.

  3. Luigi Falcon
    Posted September 2, 2015 at 12:47 pm | Permalink

    I’m currently reading The Neatest Little Guide to Stock Market Investing and I’ve gone from not knowing anything about the stock market to being able to identify potential investments. I sincerely feel there couldn’t have been a better book to learn from.

    • Posted September 2, 2015 at 3:09 pm | Permalink

      Thank you, Luigi! I’m very happy the book is helping you.

  4. Wesley
    Posted December 31, 2015 at 10:10 am | Permalink

    You made learning all about the stock market fun! Great book, well written; will recommend to friends and buy people copies when they wonder where my new found wealth came from! I’ve read a few books from that crowded shelf and yours was the only one I really needed, thanks for writing the neatest little guide to stock market investing.

  5. Lisa Taylor
    Posted August 2, 2016 at 9:18 am | Permalink

    Hi Jason,

    I’m in the process of reading your book ‘The neatest little guide in stock market investing’ and I absolutely love it. I’ve been playing lightly in the market for a few years and now I really want to get serious and understand it. I love your practical explanations and mathematical breakdowns to clarify area’s that sort of understand but now really get.

    Thanks again and please keep writing!

    Lisa

    • Posted August 24, 2016 at 12:45 pm | Permalink

      You’re very welcome, Lisa, and thank you for the kind words!

      If you want to reach another level of understanding, please read The 3% Signal as well. If you’re like many who read it, you might just conclude it’s the only approach to the market you’ll ever need.

      All my best,
      Jason

  6. Ken Cobb
    Posted November 24, 2016 at 2:37 am | Permalink

    The 3% Signal is a great book. I can hardly wait to get my hands on your book “Stock Market Investing”

    Thank you!

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