Checklists & Charts

These checklists and charts can help you organize your finances. Just download, print, and fill them out.

Credit Card Search Checklist

Choosing a credit card solely based on who sends you an application is usually not a good way to find the best card. To find the right card, first think about how you will use it and what features matter the most. Then, research and compare several cards to see which one has what you are looking for. You can use this checklist to record the features of each card.

Compare credit cards with this checklist.

Goal Chart for Children:

Seeing how close they are to their goals can make saving more exciting for children. Place the chart in a visible location, like the refrigerator.

Help your kids save for their goals with this goal chart.

Home Search Checklist

If you are planning to buy a house, you can use this checklist during your home search to help you remember the features of each property. Fill out one checklist per home.

Compare homes using this checklist.

Rental Inspection Checklist

This checklist can be used to note any damages in the apartment before you move in. Since how much of the security deposit you get back when moving out is dependent on the apartment’s condition, doing this can help you avoid being penalized for something you did not cause. It is recommended that you do the walk through with the landlord and take pictures of any defects.

Compare home rentals with this checklist.

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