True Assisting · Free Resource Library
Free Tools for Real Life & Your Business
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Budget & Money Management
7 resources
Budget Planner
Minimal Budget Planner
A clean, no-fuss one-page budget template for tracking income and expenses each month without overwhelm.
Budget Planner
5-Page Budget Planner
A comprehensive 5-page planner that covers your full financial picture — income, bills, savings, and more.
Financial Planner
Financial Planner
A versatile financial planning template to map out your financial goals and keep spending aligned with your priorities.
Expense Tracker
Expense Tracker (Google Doc)
A ready-to-use Google Sheets template for tracking your daily and monthly expenses in real time.
Monthly Checklist
Monthly Financial To-Do List
Stay on top of your money with this monthly task list covering bills, savings, and financial admin reminders.
Calendar
Financial Calendar Checklist
Never miss a payment or deadline again with this calendar-style checklist for managing recurring financial tasks.
Budget Printable
Save, Spend, Give
A simple printable to help you allocate money intentionally across saving, spending, and giving — great for all ages.
Planning & Organization
6 resources
Daily Planner
Daily Planner
A beautiful daily planner layout to structure your tasks, priorities, and schedule for a focused, productive day.
Monthly Planner
Monthly Planner
Map out your entire month at a glance with this printable monthly planner — perfect for juggling work and family.
Weekly Goals
Weekly Goals Planner
Set, track, and reflect on your weekly goals with this structured planner designed to keep you moving forward.
To-Do List
To-Do List
A clean, printable to-do list template to organize your daily tasks and capture every action item in one place.
Goal Setting
Ultimate Goal Template
A comprehensive goal-setting template that walks you through defining, planning, and tracking your most important goals.
Life Planner
Free 63-Page Life Planner
The ultimate all-in-one life planner — 63 pages covering goals, habits, finances, meals, and so much more.
Checklists & Trackers
6 resources
Tax Prep
Tax Season Checklist
Never scramble at tax time again. This checklist covers every document you need to file quickly and confidently.
Year-End
Year-End Financial Checklist
Wrap up your year on a strong financial note with this checklist for reviewing accounts, contributions, and taxes.
Shopping Tool
Amazon Price Checker
A handy tracker to monitor Amazon prices over time so you always know when you’re getting a true deal.
Financial Safety
Scam-Proof Your Finances: Action Checklist
Protect yourself from fraud and financial scams with this actionable step-by-step protection checklist.
Home Management
Weekly Cleaning Schedule
A simple weekly cleaning schedule to keep your home consistently tidy without spending every weekend catching up.
Shopping List
Grocery List
An organized, printable grocery list template to streamline your shopping trips and cut down on forgotten items.
Document & Home Safety
3 resources
Emergency Prep
Emergency Document Checklist
Know exactly which documents to gather and where to store them so your family is prepared for any emergency.
Home Inventory
Home Inventory Spreadsheet
A Google Sheets template to catalog your home’s belongings for insurance claims, moving, or peace of mind.
Caregiver Resource
Caregiver's Organizer
An all-in-one organizer for caregivers to track medical info, appointments, medications, and important contacts.
Wellness & Mindset
5 resources
Gratitude Journal
30-Day Financial Gratitude Journal
Shift your money mindset with 30 days of guided prompts designed to build gratitude around finances and abundance.
Gratitude Journal
Updated Gratitude Journal (Fillable)
An updated, fillable PDF gratitude journal — type right in it digitally or print and use with your favorite pen.
Self-Care
Self-Care Checklist
A gentle reminder of all the ways you can fill your cup — because you can’t pour from an empty one.
Reading Tracker
Book Reading List
Track every book you’ve read, want to read, or are currently reading with this printable reading list template.
Reading Accessory
Bookmark
A beautifully designed printable bookmark — perfect for readers who like a little something special marking their place.
Seasonal & Holiday
1 resource
Holiday Planning
Christmas Gift Planner
Plan gifts for everyone on your list — with space for budgets, ideas, and purchase tracking — so the holidays feel joyful, not stressful.
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