Excel + Google Sheets + Printable PDF
Couples Money Planner + Money Date Kit
Money is easier as a team. Choose how you'll split shared costs (50/50, by income, or your own %), see exactly what each of you puts in and what's left for each of you, and plan shared goals with a simple monthly money date.
$3.99
Features
- Split 50/50, by income, or custom %
- Each partner's part of every shared bill
- What's left for each of you
- Shared goals with each person's monthly part
- Monthly money date agenda + log
- Year-end review + agreements pages
How it works
- Add both names and take-home pay.
- Choose your split: 50/50, by income, or custom.
- List shared bills; see each partner's part and what's left.
- Plan shared goals and meet monthly for a money date.
What you get
- KM-Couples-Money-Planner.xlsx: Budget, Goals, and Money Date Log tabs with an Instructions tab, filled-in Example tabs, and blank 'My' tabs
- 5 printable pages in US Letter and A4: shared budget, yours/mine/ours + agreements, money date agenda, shared goals, year-end review
- 1-page How-to PDF with your Google Sheets copy link
Details
| Formats | Excel + Google Sheets + Printable PDF |
|---|---|
| Printable pages | 5 (US Letter and A4) |
Good to know
- Instant digital download. No physical item will be shipped.
- Works with Microsoft Excel (desktop) and Google Sheets (free Google account). No macros. Formula cells are locked (no password).
- Colors may look slightly different on your screen and printer.
- For personal use only. Please don't resell or share the files.
Pairs with our Monthly Budget Planner and the book The Monthly Money Map (on Amazon). A thoughtful engagement or wedding gift.
Refunds
These are instant digital downloads, so all sales are final. If a file won't open or is damaged, email service@kmfinancialgroups.com within 30 days and we'll send a replacement or refund your purchase.
Related book
Educational tool only, not financial, tax, legal, or investment advice. Example numbers are made up; your results will vary.
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Free download
Get the free Monthly Budget Planner (Lite)
A one-page monthly budget for Excel, Google Sheets or paper. Join the K&M Financial Newsletter and we'll email you the free Monthly Budget Planner (Lite), plus occasional notes when a new book or template is out. No spam. You're subscribed as soon as you sign up, and you can unsubscribe anytime (every email has an unsubscribe link). Educational, not financial advice.