Resources

Downloads

SMI Portfolio Tracking Spreadsheets

If you'd like help monitoring your portfolio throughout the year, here's a spreadsheet SMI founder Austin Pryor developed for his own portfolios.

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Budget Quick Start Guide

Managing money may be easier than you think. Here are five simple pages to get you going with a budget — the single most powerful, practical tool for wise money management.

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401(k)/IRA/HSA Decision Tree

Which accounts should you use to save for retirement? This "decision tree" will guide you to the best choices.

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Cash Flow Tracker

To truly manage cash flow, you need to document where money is going. This form will help.

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Cash Flow Plan

Develop a plan for your household's cash flow. This form will help you live generously, save and invest adequately, and enjoy financial margin.

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Recommended Cash Flow Guidelines

How much can a family such as yours spend on food, clothing, vacations, and all the rest? Here are some guidelines.

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Recommended Housing Guidelines

Keep your housing costs under control. How much house can you afford? Here are our recommendations.

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Gift Budget

It's more enjoyable to give gifts when you have the money set aside to cover the cost. This simple form will help you set a gift budget for the year.

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Net Worth

Calculate Your Net Worth. The traditional way, and some additional ways.

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