- Budgeting
- Cash Management
- Consumer and Mortgage Loans
- Debt and Debt Reduction
- Time Value of Money 1: Present and Future Value
- Time Value of Money 2: Inflation, Real Returns, Annuities, and Amortized Loans
- Insurance 1: Basics
- Insurance 2: Life Insurance
- Insurance 3: Health, Long-term Care, and Disability Insurance
- Insurance 4: Auto, Homeowners, and Liability Insurance
- The Home Decision
- The Auto Decision
- Family 1: Money and Marriage
- Family 2: Teaching Children Financial Responsibility
- Family 3: Financing Children’s Education and Missions
- Investments A: Key Lessons of Investing
- Investments B: Key Lessons of Investing
Learning Tools
The following teaching tool may be helpful as you prepare your personal financial statements.
4. Budget, Balance Sheet, and Financial Statements Worksheet
This is an excel worksheet which includes a one-year budget, a two-period balance sheet, an income statement, and financial ratios for determining where you are financially.
30. Teaching Tools to Help Install, Learn and Use Quicken
We have put together five short tutorials to help you as you set up and learn Quicken. Quicken and other financial software programs can save you a lot of time and effort as they help you to organize your finances.
30A. Setting Up and Using Quicken
30B. Personalizing the Category List
31A. Debt Free Planned Spending Spreadsheet (unlocked)
This is an Excel worksheet which shows how to Plan your spending, Prioritize your debt, Spend your money a year in advance, Record your spending for each month, and Evaluate your spending.
31B. Debt Free Planned Spending Spreadsheet Instructions and FAQs
This is a word document which gives instructions for use of the TT31A Debt Free Spending Spreadsheet. It includes instructions for each of the key steps in the debt reduction, planning, budgeting and evaluation process.
