Useful Financial Forms & Links
Basic Budgeting Worksheet
Download (PDF)
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
Download (PDF)
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
Download (PDF)
A simple worksheet to help you identify and record your
short-term and long-term savings goals.
Annual Budgeting Worksheet
Download (PDF)
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
Download (PDF)
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
Download (PDF)
Use this handy questionaire to help you determine your Spending
Technique.
Sample Credit Report
Download (PDF)
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
http://www.firstnations.org/
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.