Free budgeting worksheets, ready to print and fill in
Sixteen one-page sheets from the four HerWEALTH modules, gathered in one place. Take the one you need, or take the whole set.
Monthly Budget Worksheet
Needs · Wants · Savings, around 15 rows, with month-end reflections. Module 1.
My Portfolio Plan
Goal, period, risk level and asset allocation. Module 3.
Career Break Plan
Break cost, break fund, protection and investing, plus side income ideas. Module 4.
Child Financial Plan
Future costs, dedicated fund, investments and protection. Module 4.
My Insurance Plan
Dependents, income, existing coverage, gap and priority action. Module 4.
Further reading
Census of Population and Housing 2024 · Women's financial literacy, World Economic Forum
Beyond the Lessons
Resources & Worksheets
Printable worksheets for budgeting, career breaks, child planning, insurance and your portfolio. Print them, fill them in, and keep them where you will see them.
Free Courses
Four modules explain the thinking behind every calculator on this page, from your first budget to a retirement plan. Free, self-paced, certificate at the end.
Speak to an Advisor
Questions the course does not cover? Talk to a JB Vantage advisor about a plan built around your own goals.
Curious? Here's what women ask before they start.
If your question isn’t here, reach out at [support email] and we’ll answer.
Are the worksheets really free?
Yes. Every worksheet downloads free, with no fee, no card and no sign-up. HerWEALTH is a financial literacy programme by JB Vantage, open to any woman in Sri Lanka who wants to learn.
Do I have to take the course to use the worksheets?
No. Take a single sheet if that is all you need. Each worksheet names the module it comes from, so the lesson behind it is one click away when you want it.
Is any of this investment advice?
No. Everything here is educational. The worksheets help you organise your own figures and think through your own choices. For advice built around your situation, speak to a licensed advisor.
Your money should last as long as you do. Knowing how it works is where that starts.
Join women across Sri Lanka learning to budget, invest, and plan, free.
