Tool

Couples Money Check-In Template

Free printable · 20-minute monthly agenda

Download the Couples Money Check-In

Printable one-pager with the 4-part agenda, ground rules, and conversation starters. Print it or save it to your phone.

Download the template (free)

Works great alongside the one-page budget spreadsheet.

What's in the template

The 4-part agenda (20 minutes): Where did the money go? (5 min) Anything coming up? (5 min) How are we tracking on goals? (5 min) One thing to change. (5 min)

Ground rules: Use "we" not "you." Both partners get fun money. Decisions over $100 get a conversation. Keep it to 20 minutes.

Conversation starters: Three opening lines for dads who've never started a money conversation that didn't end badly.

Full context and the system behind this template: How to Talk About Money Without Fighting.

Marc Lewis

Written by Marc Lewis

Dad of two in Raleigh, NC. Works in data strategy and technology by day. Builds interactive tools and researches financial topics for dads by night. Every factual claim on this site is sourced to government data, peer-reviewed research, or established industry surveys.

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