Budgeting and saving toolkit
Author: Prosper Canada
Topic: Asset building and saving, Financial literacy
Publisher: Prosper Canada
Location: Canada
Format: Toolkit
Content Type: Prosper Canada Toolkits
Publication Date: February 18, 2020

Budgeting and saving are the core building blocks of financial stability and sound financial decision making. In this toolkit you'll find helpful resources and worksheets on goal setting, making a budget, and saving money.

We are grateful to The Working Centre in Kitchener-Waterloo, Ontario for their content consultation.

Latest update on April 20, 2020:
Worksheet resources in this toolkit are available as fillable PDFs. Please open with Adobe Acrobat Reader for full functionality.

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Printable handout: Budgeting and saving resources

Online budgeting tools and calculators:
Budget Calculator – Financial Consumer Agency of Canada (FCAC)
Financial tools and calculators – Government of Canada
Get Smarter About Money: Calculators & toolsOntario Securities Commission (OSC)
My Expenses Calculator
– Office of Consumer Affairs (OCA)

Information on budgeting and saving:
An essential guide to building an emergency fundConsumer Financial Protection Bureau (CFPB)
COVID-19: Managing financial health during challenging timesFinancial Consumer Agency of Canada (FCAC)

Get Smarter About Money: BudgetingOntario Securities Commission (OSC)
Glossary of budgeting and saving terms – Prosper Canada
Managing your money
 – Financial Consumer Agency of Canada (FCAC)
My money in Canada – Prosper Canada
Setting up an emergency fund – Financial Consumer Agency of Canada (FCAC)

Resources to help clients with money management:
Connecting families – Government of Canada
Managing your money booklet
 – Prosper Canada
Start Small, Save Up – Consumer Financial Protection Bureau (CFPB)

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