SmartDollar gives you access to tools, forms, calculators, and resources that can help you budget, save, pay off debt, plan for the future, and take your next step with your money.
Use the links below to explore the tools available through your SmartDollar benefit.
SmartDollar guidance and education
Use these resources to get guidance, ask questions, and learn what to focus on next.
Budgeting and tax tools
Use these tools to budget, track your money, and access tax filing resources.
Calculators and planning tools
Use these calculators and planning tools to see where you are today and plan for what’s next.
- $1,000 Emergency Fund Tracker
- Debt Snowball Tool
- Retirement Planner
- Mortgage Payoff Calculator
- Mortgage Calculator
- Home Affordability Calculator
- Net Worth Calculator
- Investment Calculator
- Coverage Checkup
Printable forms and worksheets
Use these forms to plan your budget, organize your income, and work through your debt payoff plan.
- Quick Start Budget Form
- Debt Snowball Form
- Monthly Cash Flow Form
- Allocated Spending Plan Form
- Irregular Income Planning Form
Get additional help
Use these resources if you’d like extra guidance as you keep making progress.
- Get Help: Coaching
- Get Help: Trusted Pros
Before you start
Some tools and resources may require you to sign in with the email address connected to your SmartDollar account.
If a link does not open correctly, sign in to SmartDollar first, then try accessing the tool again.
Need more help?
The team is happy to help. Submit a request here.