Couple's Financial Excel Spreadsheet and Printable PDF Planner

Money talks don’t have to be stressful. Our Couples Financial Planner Bundle in Excel Spreadsheet and PDF combines beautifully designed printables with powerful spreadsheets to help couples organize their finances together.

Whether you're newly engaged, moving in together, or deep into marriage, this couples budget planner bundle brings financial clarity, accountability, and connection.

This financial planning for couples bundle includes:

• Savings Tracker Excel Spreadsheet: tracks your savings goals (up to 20 goals over 20 years)
• Monthly Budget Excel Spreadsheet: plans and tracks your monthly budgeting goals and actual numbers (up to 50 bills, 50 expense categories, 20 debts and 20 savings)
• Net Worth Tracker Excel Spreadsheet: provides a clear picture of combined assets and liabilities
• At Home Date Night Ideas: checklist of at home date night ideas to help you save money on dates, while still keeping them romantic and memorable
• Family Meeting Guide: helps plan weekly meetings, set family goals, assign chores, and improve your family's communication
• Questions to Ask Before Merging Finances: facilitates open and honest conversations about your individual financial situations, habits, and goals to help determine how you will manage money together
• Bank Account Setup Guide for Couples: establishes clear guidelines and expectations for managing a joint bank account

There is also an extensive instructions manual containing what's on each joint financial tracker, how to use each product, and additional tips on how to budget, save and make more money.

▶ Features:

• Digital: This is a digital file. No physical product will be sent.
• Excel: This product has been designed for use in Excel. Here's the Google Sheets version.
• PDF: This product has also been designed in PDF. You need Adobe Reader to access this product. You can download Adobe Reader for free at https://get.adobe.com/reader/.

Other Important information:

• How to Download: Once payment is complete, the digital file(s) will be available for download and an email will be sent to you. If there are any issues, here's an article about how to download digital items.
• Support: If you need help with this product or have inquiries, contact us. We will respond as quickly as we can.
• Access: This one-time fee provides you with lifetime access to this product. There are no recurring fees.
• Final Sale: All sales are final. Due to the type of product, these digital products are non-refundable.
• Copyright: Products are copyrighted. These products are meant for personal and not commercial use. Please do not copy, share, redistribute or resell these products.

We take pride in creating simple, but comprehensive products at an affordable price. If you need something custom-made, feel free to reach out. We are always trying to improve our products so any recommendations or thoughts are greatly appreciated.

I want you to be happy doing business with me so any questions are welcome.

Thanks for stopping by! Your support is appreciated.
Jacqueline

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