Financial Toolkit | Taunton Federal Credit Union

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Financial Toolkit

Simple tools and resources to help you manage, plan, and feel more confident with your money.

Building strong financial habits doesn’t happen overnight — but with the right tools, it’s a lot easier. This page is your go-to resource for helpful guides, calculators, and tips to support your financial goals, whether you're just getting started or looking to level up.

Take control of your finances, one step at a time.

  • Downloadable Monthly Budget Template (PDF/Excel)
  • How to Start a Budget — a step-by-step blog post or printable
  • Budgeting Tips — set goals, track spending, and find what works for you
  • Budget Calculator — coming soon or linked to a live tool

Build it, protect it, and use it wisely.

  • Credit Score Basics — What impacts your score and how to improve it
  • Tips for Using Credit Cards Responsibly
  • Good Debt vs. Bad Debt — Know the difference
  • Credit Score Myth-Busting — quick tips from the blog

A plan today can bring peace of mind tomorrow.

  • How to Tackle Debt — Snowball vs. Avalanche methods
  • Debt Prioritization Worksheet (PDF or blog download)
  • Loan Payment Calculator
  • When to Consolidate or Refinance — overview article or tips

Whether it’s for a rainy day or a big goal, we’ll help you get there.

  • Emergency Fund 101 — Why it matters and how to build one
  • Savings Goal Planner — tool or downloadable tracker
  • Tips to Boost Savings Without Cutting Everything
  • CD & High-Yield Account Overview — light product tie-in

Get quick answers with our financial calculators:

  • Budget Calculator
  • Savings Growth Calculator
  • Loan or Debt Repayment Calculator
  • How Much Should I Save Each Month?

Link your TFed Business Account to QuickBooks® to make running your business easier!

With Quickbooks, you can :

  • Track income & expenses
  • Invoice & accept payments
  • Maximize tax deductions
  • Run general reports
  • Capture & organize receipts
  • Track miles
  • Manage cash flow
  • Track sales & sales tax
  • Send estimates
  • and more!

Adding your TFed account to QuickBooks is easy! Simply follow along with this video to get started:

 

If you are having trouble with either Quickbooks or Mint, please contact Intuit for support on these products. We recommend ensuring that you are utilizing the most recent version of the software. If an update is available, we recommend applying all updates to your product. Often these updates provide security and usability improvements that may fix the problem you're experiencing.

If you continue to have difficulties after completing these steps, please contact your personal finance manager for further troubleshooting:

TFed does not sell or service Intuit products including QuickBooks or Quicken. Visit intuit.com to learn more about these optional services available to you. Purchase may be required to use service.

Apple®;, the Apple®; logo, and iPhone®; are trademarks of Apple®; Inc., registered in the U.S. and other countries. App Store is a service mark of Apple®; Inc. Google PlayTM is a trademark of GoogleTM Inc. Data rates may apply. There is no service fee for TFed’s Mobile App or Mobile Deposit, but you are responsible for any and all charges, including, but not limited to, fees associated with data usage, imposed by your Carrier.

Need more information on our products or services?

Give us a call (508) 824-6466