TD Canada Trust - Planning - Get Organized

Get Organized

Sorting your paperwork — and planning your goals. These are the starting points to managing your finances.

Personal Cash Flow
Calculator

This handy tool makes tracking cash flow a snap. Simply enter your income and expenses and the calculator crunches the numbers for you!

Review your accounts

How to take stock of your situation.

Define your goals

Knowing where you want to go is the first step to getting there.

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Create a budget

A simple approach to tracking down those disappearing dollars.

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Manage cash flow

Tips and tools for staying on top of day-to-day finances.

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Gather information

Getting started with getting on track

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Organize your financial documents

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Check yourself out: get your credit report

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Some important calculations

What you owe and what you own

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Net Worth Calculator

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Making adjustments

Do you have the right accounts?

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Chequing Account Selector

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Young woman on a bed with papers and files around her trying to get on track with her finances.

Getting started with getting on track

Take the first step to getting sorted out by gathering important documents and paperwork. Then, use our helpful organizing tool to get on track and stay there.

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Young woman sitting cross-legged on the floor organizing her financial documents.

Organize your financial documents

This convenient tool makes it easy to pull information together systematically and comprehensively.

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Person in a white doctor's coat holding a stethoscope to a clear piggy bank with coins inside.

Check yourself out: get your credit report

A good credit score is a valuable asset. Do you know what your credit score is? Or how to get a copy of your credit report? Find out how.

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Young couple lying on the floor with a calculator and papers tallying their net worth.

What you owe and what you own: taking stock of your net worth

Adding up your assets and liabilities to calculate your net worth is an important part of your financial plan. It provides an indicator of your financial health, and a benchmark against which to track future performance.

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Image of part of a hand holding a pen, punching numbers into a calculator with a receipt roll manually calculating net worth.

Net Worth Calculator

Taking stock of your net worth is easy with this convenient tool. Just enter the amount beside each item, and the calculator does the math for you.

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Middle-aged man lying on the floor next to his couch pensively reviewing his financial records to decide whether he has the right accounts.

Do you have the right accounts?

Having the right tools makes any job easier. Banking is no exception. Do you have the banking tools you need to manage your money effectively?

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Image of part of a hand holding a pen and signing a cheque.

Chequing Account Selector

hich account is right for the way you bank? Find out quickly. Answer the quick questions and this tool selects the account that provides you with the best value based on your banking habits.

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