Personal Finance Tools

Personal Finance Tools

for Midtown Staff Members
Paycheck Planner

Budget paychecks, not months. As money comes in spend it on paper.

Organize your plan so that your paycheck on the 30th funds the NEXT month. Use that paycheck for the consumables and bills that come earliest in the upcoming month.

Tracking Referral

The best budgeting tool I’ve found. It’s $109/year, but it gives you the flexibility to organize your finances in a way that makes sense to you, while automatically importing transactions from most financial institutions.

If your current financial health is a major concern for you
Name

First NameLast Name
Preferred Financial Accountability Bud(s)
Level of Personal Financial Stress/Concern
Date

MonthDayYear
Your E-mail
example@example.com
Supervisor Email
2nd Supervisor Email (optional)
How many hours did you work last week?

On a scale of 1-10, how busy were you last week?

	1	2	3	4	5	6	7	8	9	10

1 is Not Busy, 10 is Very Busy

How many hours did you work last week?
Our workplace is responsibilities, not hours based, but if you are working consistently overtime or undertime, let your supervisor know.
What do you want to accomplish this week?
What do you need to cross off your list to consider this week successful? (Ex. My three big goals are......)
Are you having any work-related problems?:
How can your supervisor help?
How are you doing personally?:
Anything else?:
Should be Empty: