Useful Financial Forms & Links

Basic Budgeting Worksheet

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Use this worksheet to identify your income, savings, housing expenses, auto expenses, and debts. Calculate your monthly surplus or shortage.

Gift Giving on a Budget

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The holidays are fast approaching. Sometimes gift giving can be stressful if you are on a tight budget. But gift giving doesn't have to be expensive or stressful. For the past two years, SRFSI has offered classes with ideas for creative, inexpensive gifts. You don't even have to be crafty. Here's a simple gift idea that costs less than $2 per gift but your friends and family will love it. Get your children involved, too!

Savings Goal Worksheet

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A simple worksheet to help you identify and record your short-term and long-term savings goals.

Annual Budgeting Worksheet

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Use this worksheet to budget for annual expenses, such as taxes, insurance, home and auto repairs, warranties, school tuition, etc. Adjust your household budget as needed and keep annual budgeted funds in an interest-bearing savings account if possible.

Dealing With Debt Worksheet

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Use this worksheet to manage your creditors and debts each month. Work towards getting them paid off as quickly as possible. You can do it!

Financial Checkup Questionaire

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Use this handy questionaire to help you determine your Spending Technique.

Sample Credit Report

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If you are unfamiliar with what is in a credit report, look at this document. It explains everything on the credit report.


First Nations Development Institute
Through a three-pronged strategy of Educating Grassroots Practitioners, Advocating Systemic Change, and Capitalizing Indian Communities, First Nations Development Institute is working to restore Native control and culturally-compatible stewardship of the assets they own - be they land, human potential, cultural heritage, or natural resources - and to establish new assets for ensuring the long-term vitality of Native communities.

May 2022