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Tools

This page can help you locate and use on-line calculators,  budget worksheets,  planning checklists and other helpful resources from the federal government for making financial decisions.

Select the category from the list below to locate the right resource for your needs.  The site will display a list of federal resources in the category, along with brief descriptions and links for each.

If the type of resource you need is not covered in our tools categories, please use the search box on the navigation bar to locate the right information.  Simply type in the word or phrase that describes the resource you need, and the site will do the searching for you.

 

  • Calculator icon

    Calculators

    This section includes tools to help you plan your finances.

  • Budgeting Worksheets

    Budgeting Worksheets

    This section includes interactive worksheets on budgeting, retirement planning, savings and other topics.

  • Checklists

    Checklists

    This section includes checklists that will help you manage your finances.