Instant downloadSpreadsheet Templates
Couples Budget Excel Template
Some money is shared and some is your own. This couples budget spreadsheet keeps the two apart, splits the shared costs in the way that feels fair to you, and closes each month with one plain sentence: who owes whom and how much, or that you're all square.
Pick your default split: half and half, shares based on each person's income, or your own percentage, then override it for a category or a single expense. Across 13 tabs you'll find shared and personal spending logs, a joint account tracker that shows who still needs to top it up, 30 shared bills, 10 joint goals and a light monthly money date.
Personal spending is never split or settled, so it stays personal. You get a blank workbook, a sample file with a fictional couple's year and a quick-start guide, for Microsoft Excel 2010 or newer on Windows and Mac. It's a thoughtful moving-in-together gift, too.
Details
- Microsoft Excel 2010 or newer (Windows and Mac), .xlsx file
- 13 tabs for two people: shared and personal money
- Split rules: 50/50, by income or a custom percentage
- A monthly settlement sentence and a joint account tracker
- Blank workbook, sample workbook and quick-start guide (PDF)
- Instant download, available worldwide
- No physical item is shipped
- Your files appear under Purchases in your Etsy account, and Etsy emails you a download link
- Digital downloads can't be returned or exchanged
Tip Agree on the default split together before you log anything; you can change it later, but starting from a shared rule saves a lot of talking.
