bills

 

The following files are PDF and Word Document versions of Dave
Ramsey’s Financial Forms

We went through FPU in 2004 and then led the course 5 more times. We are still debt free, other than our house, in 2014. If we can do it, you can, too! You can start with the images below.

To view, click on the link. To save, right click and click “save target as…”
Allocated Spending Plan.doc 34.816K 05/26/2005 04:48:15 PM
Allocated Spending Plan.pdf 13.141K 05/26/2005 04:48:15 PM
Basic Quickie Budget.doc 20.992K 05/26/2005 04:47:54 PM
Basic Quickie Budget.pdf 5.39K 05/26/2005 04:47:54 PM
Breakdown of Savings.doc 23.04K 05/26/2005 04:48:17 PM
Breakdown of Savings.pdf 6.289K 05/26/2005 04:48:18 PM
Complete.xls 50.176K 04/17/2005 12:42:20 PM
Consumer Equity Sheet.doc 20.48K 05/26/2005 04:48:08 PM
Consumer Equity Sheet.pdf 4.091K 05/26/2005 04:48:08 PM
Debt Snowball.doc 21.504K 05/26/2005 04:47:50 PM
Debt Snowball.pdf 4.601K 05/26/2005 04:47:51 PM
FPU Cooridinator Application.pdf 306.573K 05/26/2005 04:48:07 PM
Income Sources.doc 20.992K 05/26/2005 04:48:09 PM
Income Sources.pdf 5.492K 05/26/2005 04:48:10 PM
Irregular Income Planning.doc 21.504K 05/26/2005 04:48:16 PM
Irregular Income Planning.pdf 4.527K 05/26/2005 04:48:16 PM
Lump Sum Payment Planning.doc 20.48K 05/26/2005 04:48:10 PM
Lump Sum Payment Planning.pdf 4.459K 05/26/2005 04:48:11 PM
Major Components of a Healthy Financial Plan.doc 20.992K 05/26/2005 04:47:49 PM
Major Components of a Healthy Financial Plan.pdf 5.612K 05/26/2005 04:47:49 PM
Monthly Cash Flow Plan.doc 37.376K 05/26/2005 04:48:12 PM
Monthly Cash Flow Plan.pdf 12.569K 05/26/2005 04:48:12 PM
Monthly College Planning.doc 20.48K 05/26/2005 04:47:55 PM
Monthly College Planning.pdf 6.122K 05/26/2005 04:47:56 PM
Monthly Retirement Planning.doc 22.016K 05/26/2005 04:47:51 PM
Monthly Retirement Planning.pdf 5.175K 05/26/2005 04:47:52 PM
Prorata Plan.doc 21.504K 05/26/2005 04:47:53 PM
Prorata Plan.pdf 4.366K 05/26/2005 04:47:53 PM
Recommended Percentages.doc 20.48K 05/26/2005 04:48:13 PM
Recommended Percentages.pdf 4.294K 05/26/2005 04:48:14 PM
The Great Credit Rebellion – Letter.doc 152.064K 05/26/2005 04:47:59 PM
The Great Credit Rebellion – Letter.pdf 26.423K 05/26/2005 04:48:00 PM
Extra Payment Mortgage Calculator 07/30/2007 12:22:00 AM

20 thoughts on “Dave Ramsey’s & other Forms

  • August 10, 2006 at 8:55 pm
    Permalink

    Hey, please e-mail me so I can sent you what the web site says when I try to log in. It says “Coupon Code must be a valid Coupon Code” and I am putting in the 104070 that you gave out to us. It still gives me an error.

    Diane

    Reply
  • August 10, 2006 at 10:45 pm
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    I e-mailed you. I’ll post the fix here so others can know what to do too if they are having the same problem.

    Reply
  • March 17, 2007 at 12:25 pm
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    Maybe we should include a link to David Chuvala’s FPU pages and files at http://fpu.chuvala.com/ or maybe we can ‘host’ (with Dave’s permission of course!) a copy on on TheCountryChurch site or on TheByrdsNest. (I noticed there are several churches that are “hosting” the same material from Dave’s site.) It could then be modified for us Country Church types, like modifying the Excel spreadsheets to include the necessities of ranch life like Hay, feed grain, Saddle Soap, and fencing materials! ;~)

    Just an idea!

    Reply
  • June 6, 2007 at 6:48 pm
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    I have a question. when i fill our the dollar amounts to the category. I do not have
    enough income. I am way way over. what do i do?

    Reply
  • July 30, 2007 at 1:20 pm
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    Mindy, I’m sorry, I just now saw your post! You don’t have to have money in every single category, just the ones you need. Do you have enough income to cover what you need? If not, you need to look at the pro-rata plan and then budget the money you do have by priority.

    Reply
  • March 7, 2008 at 8:24 pm
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    Thanks! This is exactly what I was looking for so I did not have to recreate a budget form myself. Thank you!

    Reply
  • March 13, 2008 at 7:47 pm
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    I liked this site, it’s neat.

    Your Site Is Cool!

    Reply
  • March 20, 2008 at 12:18 pm
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    Thank you for providing this valuable information. My husband and I have been reading “The Total Money Makeover” and are going to have a budget meeting soo when we can arrange for a sitter. I was able to save all these forms from your site to a single disk to take with us to our meeting. We are going to take my hubby’s laptop to a local restaurant that has free Wi-Fi and work on our budget in peace. Thanks for helping us through the process!

    Reply
  • March 20, 2008 at 2:19 pm
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    Michelle, you are very welcome! Take Financial Peace University if you can. It’s wonderful and very helpful. If you want to chat with others, I started a forum that is pretty active: http://forums.delphiforums.com/nomoredebt You can visit as a guest or create a free account to post.

    Reply
  • March 22, 2008 at 11:07 am
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    I have a close relative that works for Dave Ramsey and I was under the understanding that his forms were copyrighted and not for resale or distribution. Have you checked into this?

    Reply
  • March 22, 2008 at 2:45 pm
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    Actually, you are free to distribute them as long as they are not sold.

    ETA: I checked with my rep at Dave’s office and he said what I’m doing is completely A-OK with them.

    Reply
  • March 27, 2008 at 4:54 pm
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    I have one more house payment and then I will be free. Thank you Dave.

    Reply
  • April 18, 2008 at 1:48 pm
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    Thanks for all these great forms. What a treasure trove. I love being debt-free!!

    Reply
  • May 4, 2008 at 4:16 pm
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    I have included a link to this page on my personal blog. I just found this compilation to be so useful that I had to offer it to my readers.

    Reply
  • May 4, 2008 at 4:17 pm
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    I have included a link to this page on my personal blog. I just found this compilation to be so useful that I had to offer it to my readers.

    Reply
  • May 21, 2008 at 1:42 pm
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    Hi Admin,

    I couldn’t find a way to contact you. If you could email me at personal.financial.advising@gmail.com I would like to talk about the link I have provided to your Dave Ramsey Budgeting Forms.

    I am interested in exchanging links and possibly getting a link from your page somewhere since I have provided one for your website.

    Are you getting any traffic from my site? I am getting a lot of people to my site that are looking for Dave Ramsey’s forms.

    Like I said, email me and we can talk about this and I might give you a link straight away under my links section (on every page) if we can work something out.

    Reply
  • June 13, 2008 at 4:25 pm
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    The time you save me from making my own forms or just copying from the library book I have is just too good.
    THANKS A LOT for your time to make this available to us.

    JERRY

    Reply
  • June 24, 2008 at 11:29 am
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    Thanks a milion!! I NEEDED these so very badly. I have the D. Ramsey start up kit but not the sheets.

    Reply
  • September 28, 2008 at 10:13 pm
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    Does any one know if you can just purchase the 13 FPU cd’s that are included in the FPU system?

    Reply

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