True Assisting · Free Resource Library

Free Tools for Real Life & Your Business

Printables, planners, trackers, and checklists — all free, all practical. Enter
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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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