Resources

Resources

Looking for easy-to-use personal finance templates? Whether you're budgeting, tracking expenses, managing debt, or planning investments, the wealthy parrot free templates help you take control of your money. Download customizable spreadsheets and planners designed to make financial management simple and effective.

Start optimizing your finances today with our curated selection of templates!

Cash flow planner

This tracker is designed to give you a clear overview of your income, expenses and overall financial health. If you are looking for a simple expense tracker, with no complications, this template will also work. Get it here.

Compound interest calculator

This calculator will show you the power of compounding. Get it here.

Finance goals and vision board

Tired of setting financial goals that never stick? The secret isn't just budgeting - it's connecting your money goals to what truly matters to you. The Wealthy Parrot comprehensive Finance Goals & Vision Board Worksheet guides you through short-term, mid-term, and long-term financial planning with values-based goal setting that actually works. Get it here

Spending triggers self-assessment worksheet

That "leaky wallet" feeling isn't about math - it's about psychology. This comprehensive Spending Triggers Self-Assessment Worksheet helps you uncover the emotional patterns, social pressures, and cognitive biases that drive unplanned purchases. Stop wondering where your money went and start understanding why you spend. Download the Wealthy Parrot free worksheet to identify your spending triggers and develop healthier money habits that align with your values.

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52 week money challenge template

Transform your finances with the simple 52-week money challenge! Start by saving just $1 in week one, then increase by $1 each week throughout the year. By week 52, you'll save $52 and have a total of $1,378 in your savings account. Download our free printable tracker and start building your emergency fund today - no complicated budgeting required, just consistent weekly deposits that grow with you!

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