Borrowing Worksheet

Download and print this page to evaluate how much you are currently borrowing and paying for loans. This can help you understand how much debt you have and when you can expect to pay each debt off. You can find the information to complete this worksheet on your monthly loan statements or through the account summary of each loan online. Once you’ve completed the worksheet, you can use it to prioritize loans and decide if it’s worth making extra payments to pay off some loans early.

Download our free borrowing worksheet »

Loan Servicer Name Type of debt (student loan, mortgage, auto, personal) Current Balance APR (Interest Rate) Current Monthly Payment Number of Payments Remaining Status of Debt (current, past-due, charged-off)
$ % $
$ % $
$ % $
$ % $
$ % $
$ % $
$ % $
$ % $
$ % $
$ % $

Average Interest Rate on Loans: _____%

Total Amount Owed: $___________

Current Monthly Loan Payments: $__________

Additional notes about your loans: