What Should Be Included in a Net Worth Statement?
A complete checklist of what to include in your net worth statement. Covers all asset categories, liability types, and how to value each item accurately.
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Insights and Updates
FinancialAha Blog
Learn more about FinancialAha, financial tracking, planning, concepts, implementation, usage, the vision behind FinancialAha, and more.
Tax Season Budget Prep: Documents and Deadlines for 2026
Prepare for the 2026 tax season with this checklist of documents to gather, key deadlines, and budget considerations.
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Zero-Based Budgeting: Template and Tutorial
Learn zero-based budgeting where every dollar gets a job. Includes step-by-step setup, spreadsheet template instructions, and tips for variable income.
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50/30/20 Budgeting in a Spreadsheet: Complete Guide
Learn the 50/30/20 budget rule and how to implement it in Google Sheets. Includes category breakdowns, formulas, and tips for making it work.
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Mint Alternatives After the Shutdown (2026)
Mint alternatives after Intuit shut down the app. Compare free and paid budgeting apps, plus spreadsheet options for former Mint users.
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Privacy-First Personal Finance: What Budgeting Apps Know About You
What data do budgeting apps collect and share? Understand the privacy trade-offs of financial apps and how to protect your sensitive information.
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How to Plan a Trip Budget in Google Sheets
Step-by-step guide to creating a travel budget in Google Sheets. Build a trip planner from scratch with categories, formulas, and expense tracking.
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Travel Budget Spreadsheets That Actually Work (2026)
Compare travel budget spreadsheets for Google Sheets. Plan trips, track expenses, and stay on budget with these vacation planning templates.
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Debt Snowball vs. Debt Avalanche: Which Actually Works?
Compare debt snowball vs debt avalanche methods with real numbers. See which strategy saves more interest and which helps you stay motivated longer.
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Big Improvements to Our Retirement Planning Spreadsheet
Our retirement planning spreadsheet for Google Sheets now includes scenario projections, what-if analysis, and milestone tracking. One of the best ways to see when you can actually retire.
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Debt Payoff Spreadsheets That Actually Help (2026)
Compare debt payoff spreadsheets for Google Sheets and Excel. Includes snowball, avalanche, and hybrid calculators to plan your debt-free date.
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Budgeting Without Linking Your Bank Account
How to budget effectively without connecting bank accounts. Compare privacy-focused apps and spreadsheet methods for manual expense tracking.
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Announcing the Annual Tax Planner Spreadsheet Template
A new template for tracking income, deductions, and quarterly payments throughout the year. Stay organized for tax season without the last-minute scramble.
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How to Create an Annual Budget in Google Sheets (Complete Guide)
Step-by-step guide to building an annual budget in Google Sheets. Includes formulas, category setup, charts, and tips for tracking all 12 months.
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Financial Independence Data: FIRE Numbers, Generational Wealth, and Student Loan ROI
Free data analysis tools for FIRE planning - compare retirement costs by city and country, see net worth by generation, and find student loan burden by college major. Based on BEA, Federal Reserve, and College Scorecard data.
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