Tools & Templates

Access our comprehensive collection of free budgeting templates, calculators, and planning tools designed specifically for Canadian families. Download practical resources to streamline your financial planning and budgeting process.

Monthly budget template

Monthly Budget Template

Complete monthly budget spreadsheet with income tracking, expense categorization, and automatic calculations. Includes Canadian tax considerations and multiple income sources support.

Template Monthly
Meal planning and grocery list template

Meal Planning & Grocery Template

Weekly meal planning template with integrated grocery list and cost tracking. Helps reduce food waste and optimize grocery spending for Canadian families of all sizes.

Planner
Back to school budget template

Back-to-School Budget Planner

Comprehensive back-to-school budget template covering supplies, clothing, electronics, and activity fees. Includes Canadian school system considerations and provincial variations.

Template
Family financial meeting template

Family Budget Meeting Guide

Structured template for monthly family budget meetings including agenda, progress tracking, and goal setting. Engages all family members in financial planning discussions.

Planner
Expense tracking spreadsheet

Daily Expense Tracker

Simple daily expense tracking template with automatic categorization and weekly/monthly summaries. Perfect for families learning to track spending habits and identify savings opportunities.

Monthly
Emergency fund calculator

Emergency Fund Calculator

Interactive calculator to determine your ideal emergency fund size based on family size, income stability, health factors, and regional cost of living across Canadian provinces.

Template
Bill payment calendar

Annual Bill Payment Calendar

Complete annual bill calendar template with Canadian billing cycles, due dates, and payment reminders. Includes space for bill amounts, account numbers, and payment status tracking.

Planner
Vacation budget calculator

Family Vacation Budget Planner

Comprehensive vacation planning template including transportation, accommodation, meals, activities, and emergency funds. Designed for Canadian families planning domestic and international trips.

Template
Transportation cost calculator

Transportation Cost Calculator

Calculate true costs of car ownership including purchase price, insurance, maintenance, fuel, and depreciation. Compare driving costs with public transit and active transportation options.

Monthly