Personal Finance · Couples & Family - Template 98
Couples & Family Budget
Keep you both on the same page, with bills split for you.
Microsoft Excel◆Google Sheets◆.xlsx files
Managing money together? Add every payday, bill, subscription, debt payment and saving once, choose who pays and whether it is split, and the spreadsheet lists every payment on its date, shares the bills between you and shows who owes whom. Dashboards for the month, your paycheck, the year and each partner fill themselves in. A debt payoff planner with four methods, savings funds, a 50-30-20 dashboard and a net worth tracker are built in. It opens in Excel and in Google Sheets from the same download, with a blank copy and a filled-in example.
What's inside · 21 tabs
- Instructions, Setup & Accounts - your partners, split ratio, categories and up to 15 accounts
- Recurring, Payments & Manual Log - enter each payment once with eight frequencies and start and end dates
- Monthly, Paycheck & Annual Dashboards - pick any period, for everyone or one partner
- Distribution - who paid what, and the balance owed after transfers
- Partner 1, Partner 2 & Combined - a dashboard for each of you and one for both
- Calendar - up to seven colour-coded payments a day with weekly totals
- Debt Payoff - Snowball, Avalanche, Custom and Credit Score Focus, compared side by side
- Savings, 50-30-20 & Net Worth - six funds, your own ratios and a net worth goal
In Motion
Enter it once, the bills split themselves.
Add a payment and who owes whom, the calendar and every dashboard update themselves.
Pairs Beautifully With
