Library · Free tools
Free tools.
Calculators, checklists, and one-off tools for getting your documents in order. No account, no email — use them right here.
Emergency binder checklist generator
Tick the situations that apply to your household and get a tailored, printable list of documents to gather.
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Document retention timeline
Pick a document type to see how long to keep it, why, and an exact 'shred after' date — tax returns, statements, deeds, and more.
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On the way
More tools in the pipeline.
- Scanner-resolution picker for old paperComing soon
- Tax-document checklist by filing statusComing soon
- Insurance policy comparison sheetComing soon