Resources
Tools, downloads, and recommended platforms
Curated resources that support budgeting, financial tracking, and business operations, plus free downloads and future courses.
Free downloads
Get the guides.
-
Budgeting Guide Ebook
A 12-page guide covering the fundamentals: listing your bills, handling credit cards, and saving toward real goals.
PDF · 7.2 MB
- Personal Budgeting Worksheet
Personal Budgeting Worksheet
The budgeting template built for the Personal Financial Reset. Map income, expenses, and savings goals in one place.
Excel · 63 KB · macros enabled
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Nonprofit Financial Structure Self-Assessment
A 10-question gut-check for RootWork organizations: budget structure, board reporting, spend tracking, and financial roles, with a scoring key.
Fillable PDF · 787 KB
Affiliate links
Platforms we recommend.
These are referral links. Reality Saving may earn a bonus when you sign up, at no extra cost to you.
- Rakuten Earn cash back on everyday online shopping. Join Rakuten
- Groundfloor Real-estate investing starting with small amounts. Join Groundfloor
- Capital One Credit cards for building rewards and credit. Explore Capital One
- Marcus by Goldman Sachs High-yield savings account for growing your emergency fund. Open a Marcus HYSA
Future
Coming over the next year.
- TemplatesBudget templates, cash-flow trackers, and intake forms.
- CoursesA premium 12-week personal program and group cohorts.
- Affiliate toolsVetted software and platforms we use with clients.