Downloads
For your convenience, the following downloadable items are now available online.
In order to view these publications, you will need to have Adobe Acrobat Reader installed on your system. A copy of this software is available for free by clicking the following icon:
The Moneymaker Quarterly Newsletters:
2010 July
2010 April
2010 January
2009 October
Annual Reports:
2009 Annual Report (Presented at the 2010 Annual Meeting)
2008 Annual Report (Presented at the 2009 Annual Meeting)
2007 Annual Report (Presented at the 2008 Annual Meeting)
2006 Annual Report (Presented at the 2007 Annual Meeting)
Account Management Forms:
Account Reconciliation Worksheet
Direct Deposit Authorization
College Planning Worksheets:
NEW - 40 Money Management Tips Every College Student Should Know
Personal Finance & Budgeting Worksheets:
Financial Goal List
Net Worth Worksheet
Monthly Budget Worksheet
Monthly Budget Tracking Worksheet
Budget Planner
Debt-to-Income Ratio Worksheet
Daily Spending Log
Financial Goal Action Plan
Holiday Sales Planner
Detailed Monthly Spending Plan