A 2027 money planner that helps two people budget together
A dated, hyperlinked PDF planner for couples: shared bills, savings goals, debt repayment, monthly money meetings and a spending allowance for each of you.
$12.99
A hyperlinked digital planner PDF for GoodNotes, Notability and other PDF note apps (iPad or tablet, landscape, clickable tabs), plus a printable PDF (US Letter and A4) and CSV tables
- Shared bill tracker with who pays what
- Savings goal trackers with progress markers
- Debt repayment tracker for joint and personal debts
- Monthly money-meeting pages with discussion prompts
Instant download after payment, also sent by email. Secure checkout by Stripe.
All 11 pages
- Year Overview
- Monthly Overview
- Shared Bill Tracker
- Bill Splitting Guide
- Joint Savings Goals
- Debt Repayment Tracker
- Money Meeting Agenda
- Money Values Reflection
- Individual Spending Allowance
- Monthly Budget Review
- Notes Pages
Questions
Questions
What format is the planner?
One hyperlinked landscape PDF for iPad and tablet note apps, plus a printable PDF in US Letter and A4 and CSV tables.
Can I type into fields?
No fillable fields. You write on it with your app's pen or keyboard, or print it and use a pen.
How do I get it?
You get an instant download after payment, and a copy is emailed to you. No account needed.
Can I get a refund?
Refunds are possible through Stripe.
Money talks should not feel like fights
Many couples run their money on guesswork. One pays the rent, the other covers groceries, and nobody is sure it is fair until resentment shows up. A written plan you both can see turns vague tension into a monthly routine you can actually keep.
How it works
Download one PDF, open it in your note app or print it, and use it all year.
- Pay at checkout and download the file instantly.
- Open it in GoodNotes, Notability or any PDF app.
- Fill in shared bills, goals and debts for the month.
- Hold a monthly money meeting using the guided pages.
- Review the month, adjust, and move to the next tab.
Who it is for
Made for couples who share money in any way: married, engaged, living together, or tired of splitting everything awkwardly. It works whether you combine accounts or keep them mostly separate.
What is inside
Everything a couple needs to plan shared money, in one reusable bundle with clickable tabs for the year and every month.
Download and start your first money meeting
Get the planner, open it tonight and set up your first month together.
Instant download after payment, also sent by email. Secure checkout by Stripe.