Chase Money Skills®
Resources
Explore videos, interactive worksheets, calculators and other useful information to help you improve your money skills at every stage of life.
Helpful resources for a healthier financial life
I want a budget that can help me
Review your spending habits and find ways to adjust, save more and get closer to your goals.
I want to improve my credit score
Find free tools and tips to help you understand and improve your credit score.
I want to save money
Build a savings plan to help prepare for the expected, the unexpected and your goals.
I want to protect my money
Learn key steps to help protect your identity, safeguard your money and prevent fraud.
Young adult
Adult
Family
Senior
Downloads
Articles
Calculators
Videos
Turn your goals into a clear plan
This worksheet introduces the S.M.A.R.T. goal framework, helping you create goals that are specific, measurable, achievable, relevant and timely, so you can track your progress and stay motivated.
Discover what matters most, to make better financial decisions
Before setting financial goals, it helps to understand the values that guide your decisions. This worksheet helps you identify what’s most important in your life and uncover the “why” behind your financial goals so your money can support the things that truly matter.
Help protect yourself against identity theft
Identity theft is when a criminal uses your personal information to open credit cards, apply for loans, rent apartments and more, all under your identity. The results of identity theft can damage your credit, leave you with unwanted bills, and require time and effort to undo.
Get to know the language of credit
Knowing key terms people use to talk about credit can help you understand your options and make better credit decisions.
How to take control of your spending
Small habits can quietly shape how your money flows each month. This article explores the psychology behind spending and shares practical strategies to help you recognize triggers, curb impulse purchases and align everyday decisions with your long-term financial goals.
Why building credit early can be good
Your credit history helps lenders understand how you manage money and it can influence everything from loan approvals to interest rates and rental applications. This article explains why building credit early can create more financial opportunities over time and how responsible habits today can support your goals tomorrow.
See the power of your spending choices
Use this calculator to understand the effect of cutting back on your spending. You can customize each category below by entering your own expenses.
See how much you could save
Use this calculator to see how saving regularly, even if it’s a few dollars a week, can help you prepare.
Scammers are targeting young adults
Check out this quick video to learn how Chase’s digital tools can help protect you from scams and fraud.
Downloads
Articles
Calculators
Build your money confidence with a simple plan
Enter your recurring income and expenses to see where your money goes each month. Before you get started, make sure you have: the latest bank statements for your checking and savings accounts, an idea of the average amount you spend on flexible expenses such as gas or groceries, and your recurring bills, including rent, insurance, mobile devices, utilities, credit cards, etc.
Plan today so people you trust can help tomorrow
Life changes over time and having a clear plan can make financial decisions easier for you and the people who may one day support you. This step-by-step worksheet helps you build a financial care team, organize key documents and start important conversations so your wishes are understood and respected.
Discover what matters most, to make better financial decisions
Before setting financial goals, it helps to understand the values that guide your decisions. This worksheet helps you identify what’s most important in your life and uncover the “why” behind your financial goals so your money can support the things that truly matter.
Help protect yourself against identity theft
Identity theft is when a criminal uses your personal information to open credit cards, apply for loans, rent apartments and more, all under your identity. The results of identity theft can damage your credit, leave you with unwanted bills, and require time and effort to undo.
Get to know the language of credit
Knowing key terms people use to talk about credit can help you understand your options and make better credit decisions.
Protect those you care for
Do you have a financial caregiving plan? A financial caregiver can help older individuals manage finances in later life and provide protection from scams that target older people. Use this plan to start putting a financial caregiving plan into action.
How to take control of your spending
Small habits can quietly shape how your money flows each month. This article explores the psychology behind spending and shares practical strategies to help you recognize triggers, curb impulse purchases and align everyday decisions with your long-term financial goals.
See the power of your spending choices
Use this calculator to understand the effect of cutting back on your spending. You can customize each category below by entering your own expenses.
See how much you could save
Use this calculator to see how saving regularly, even if it’s a few dollars a week, can help you prepare.
Downloads
Articles
Calculators
Build your money confidence with a simple plan
Enter your recurring income and expenses to see where your money goes each month. Before you get started, make sure you have: the latest bank statements for your checking and savings accounts, an idea of the average amount you spend on flexible expenses such as gas or groceries, and your recurring bills, including rent, insurance, mobile devices, utilities, credit cards, etc.
Can you save enough to reach your goal?
Put your money skills to the test in this fun, interactive challenge. Make a week’s worth of real-life choices to see how spending and saving decisions can help you reach your goal faster.
Discover what matters most, to make better financial decisions
Before setting financial goals, it helps to understand the values that guide your decisions. This worksheet helps you identify what’s most important in your life and uncover the “why” behind your financial goals so your money can support the things that truly matter.
Help protect yourself against identity theft
Identity theft is when a criminal uses your personal information to open credit cards, apply for loans, rent apartments and more, all under your identity. The results of identity theft can damage your credit, leave you with unwanted bills, and require time and effort to undo.
Get to know the language of credit
Knowing key terms people use to talk about credit can help you understand your options and make better credit decisions.
Protect those you care for
Do you have a financial caregiving plan? A financial caregiver can help older individuals manage finances in later life and provide protection from scams that target older people. Use this plan to start putting a financial caregiving plan into action.
Budgeting for kids
Teach your kids how to plan, prioritize spending and create a simple, realistic budget they can stick to. Use our PDF to get the conversation started.
How to take control of your spending
Small habits can quietly shape how your money flows each month. This article explores the psychology behind spending and shares practical strategies to help you recognize triggers, curb impulse purchases and align everyday decisions with your long-term financial goals.
Why building credit early can be good
Your credit history helps lenders understand how you manage money and it can influence everything from loan approvals to interest rates and rental applications. This article explains why building credit early can create more financial opportunities over time and how responsible habits today can support your goals tomorrow.
See the power of your spending choices
Use this calculator to understand the effect of cutting back on your spending. You can customize each category below by entering your own expenses.
See how much you could save
Use this calculator to see how saving regularly, even if it’s a few dollars a week, can help you prepare.
Downloads
Articles
Calculators
Plan today so people you trust can help tomorrow
Life changes over time and having a clear plan can make financial decisions easier for you and the people who may one day support you. This step-by-step worksheet helps you build a financial care team, organize key documents and start important conversations so your wishes are understood and respected.
Discover what matters most, to make better financial decisions
Before setting financial goals, it helps to understand the values that guide your decisions. This worksheet helps you identify what’s most important in your life and uncover the “why” behind your financial goals so your money can support the things that truly matter.
Help protect yourself against identity theft
Identity theft is when a criminal uses your personal information to open credit cards, apply for loans, rent apartments and more, all under your identity. The results of identity theft can damage your credit, leave you with unwanted bills, and require time and effort to undo.
Protect those you care for
Do you have a financial caregiving plan? A financial caregiver can help older individuals manage finances in later life and provide protection from scams that target older people. Use this plan to start putting a financial caregiving plan into action.
How to take control of your spending
Small habits can quietly shape how your money flows each month. This article explores the psychology behind spending and shares practical strategies to help you recognize triggers, curb impulse purchases and align everyday decisions with your long-term financial goals.
See the power of your spending choices
Use this calculator to understand the effect of cutting back on your spending. You can customize each category below by entering your own expenses.
See how much you could save
Use this calculator to see how saving regularly, even if it’s a few dollars a week, can help you prepare.
