Couples Money Planner

$7.50 $15 · Google Sheets + Excel · Instant download

Get on the same page about money with your partner. This planner helps you share goals, merge or split expenses fairly and plan big purchases together. Conversation guides make the money talk easier, and the shared budget shows each partner's contribution.

What's inside

Perfect for

Who Couples Money Planner is for

For couples who are moving in together, newly married, or simply tired of arguing about money. It helps two people agree on shared goals, split bills fairly and see joint progress without awkward conversations.

How to use it in 4 steps

  1. Each partner enters their income and personal spending.
  2. Choose a split method: 50/50, proportional to income, or fully joint.
  3. Add shared bills and goals such as a home or travel fund.
  4. Use the money-date prompts monthly to review together.

Format and compatibility

You get a Google Sheets link to make your own copy and an .xlsx file for Microsoft Excel. Both versions have the same tabs and formulas. Sheets works free in any browser and in the Google Sheets app on iPhone and Android, so you can update it from anywhere. Excel works on Windows and Mac.

Couples Money Planner: frequently asked questions

Can we keep some money separate?

Yes. The planner supports yours, mine and ours accounts.

Does it include conversation prompts?

Yes. Guided questions help you talk about goals, debt and spending calmly.

Can we each edit it from our phones?

Yes, through the Google Sheets app.

How do I get my files?

Right after payment you receive a download link at the email you entered at checkout. Save the files to your device and use them as often as you like.

Is anything shipped to me?

No. This is a digital product, so nothing physical is mailed.

Is this professional advice?

No. This product is for education and personal organization. For medical, tax, legal or financial decisions, please talk to a qualified professional.

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