Use.
Interactive tools and calculators you can complete online.
Calculators
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Mortgage Calculator
Estimate your monthly mortgage payment in minutes and see how much goes to principal, interest, taxes, and insurance over time.
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Auto Loan Calculator
Estimate your monthly car payment and see how much you’ll pay in interest over the life of the loan.
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Emergency Fund Calculator
Estimate how much to save, see the gap between your goal and what you have, and get a timeline to reach your target.
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College Savings Calculator
Wondering if you're saving enough orjust getting started? This calculator, recommended by our 529 expert, combines a future college cost estimate with a 529 savings projection so you can see exactly where you stand.
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Mortgage Comparison Calculator
Compare two mortgage options side by side to see which one fits your budget best.
Budgeting Tools
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Understand What You Spend
An online companion to our “Understand what you Spend” worksheet if you want to fill out and download your responses now.
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Wants Vs. Needs
Sort your spending into needs and wants to see where your money is really going.
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Prioritize Your Spending
Decide what “wants” in your budget matter most to you and identify spending you could cut without missing it.
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My Life, My Budget Online Worksheet
A set of guided questions to help you check whether your spending actually matches how you want to live.
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My Budget Blueprint
A guided worksheet to build a complete budget. Track your income, sort your expenses by needs and wants, set savings goals, and see the full picture.
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Budgeting for Homeownership
Homeownership costs more than the mortgage. Use this worksheet to budget for buying, owning, and eventually selling your home.
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Mid-Year Budget Check-In
A guided 5-step worksheet to help you check-in with your finances.
All financial calculators and online worksheets on this site are for educational purposes only and do not constitute financial advice. Please consult a qualified financial professional regarding your individual situation.