External Budgeting Resources
External Budgeting Resources and Tools
Listed below are a number of free online tools available to assist with budgeting and cash flow planning. This is just a sample of resources that are publicly available. Columbia University does not provide financial advice; we recommend that you seek the advice of a professional financial advisor if you have questions.
Web-based Tools
Downloadable Templates
Articles
Web-based Tools
Quicken Online: http://quicken.intuit.com/online-banking-finances.jsp
- Allows you to download information from your bank account(s), mortgage account(s), investments, credit cards, and other financial institutions.
- Provides alerts of bills coming due as well as reminders of when your paycheck will be deposited
- Can provide you with automated reminders of bills due
- Provides tools for daily cash management—where your cash goes once it is in your wallet.
- Provides tools for budgeting and tracks your budget goals with alerts and graphical representations of your accounts
Mint.com: http://www.mint.com/
- Allows you to download information from your bank account(s), mortgage account(s), investments, credit cards, and other financial institutions. Provides at-a-glance daily snapshot of your finances.
- Shows you where you spend your money now, and helps you design a realistic budget based on past information.
- Provides alerts on your spending and financial accounts.
PaycheckCity.com: http://www.paycheckcity.com/
- Allows you to estimate your take-home pay by entering your per-period or annual salary and tax and deduction information.
Downloadable Templates
- Daily budget planner (Microsoft Excel template)
- Monthly budget planner (Microsoft Excel template)