Worksheets and Guides

Looking to create a budget? Want to learn how to improve your credit score? Download these worksheets and guides that can help you to continue to make progress towards your financial goals. Looking for a different worksheet? These tools can help you manage your finances. Print out the worksheets to complete by hand or save on your own computer to complete electronically.


Holiday Budgeting Worksheet

The holidays are here, use this worksheet to keep your spending on track.

Get Started with Your Budget (XLS)


Budgeting Worksheet

Use this worksheet to calculate your monthly expenses and income to get an idea of what you have to work with, what your commitments are, and what you have remaining to devote to your goals.

Get Started with Your Budget (PDF)

Housing Decisions

Six Steps to Take When Seeking Mortgage Assistance

Use this guide if you are looking for steps to take to protect your home.

Mortgage Assistance Guide (PDF)

Debt Comparison Calculator

A Guide to Understanding Your Credit

Use this guide to learn about the factors that affect your credit score and how you can improve your score (and overall financial health!)

Learn About Credit (PDF)

Apartment Building

Six Steps to Take When You Can’t Afford Rent

This guide offers six steps to take for those experiencing financial hardships related to rental payments.

Renter’s Resource Guide (PDF)

Post It Priorities

Aligning Priorities Workbook

This workbook can help you prioritize your expenses and spending based on what you value, and create a short-term action plan for paying your bills.

Aligning Priorities (PDF)

Post It Medical

COVID-19 Resource Guide

This guide provides advice on and steps for dealing with the financial impact of COVID-19 .

COVID-19 Resource Guide (PDF)

Navigating Uncertainty Post it

Navigating Uncertainty

The guide has a number of activities that provide an opportunity to gain control over money by connecting to ourselves and each other.

Navigating Uncertainty Guide (PDF)

Partner With Us

Who Benefits From a Debt Management Plan?

When it comes to managing debt, having options is a good thing.  Review an informative guide to see if a debt management plan is right for you.

DMP Benefits (PDF)

GreenPath Glossary

Glossary of Financial Terms

This glossary of financial terms is intended to provide an introductory definition of financial terms. Please use this glossary only as a general guide.

Look Up Terms