Couples Money Workbook: Account Setup, Joint Budget, and Money Dates

A working couples money practice is built through clear account setup, a working joint budget, and a recurring money date routine. This hands-on workbook walks you through each with templates designed for couples. By the end of this course you will have an account model choice rationale, a joint budget, a shared goals list with timelines, a recurring money date format, and a conflict resolution approach. What you will learn: - How to choose an account model that fits both partners - How to build a joint budget that handles shared and personal expenses - How to write shared goals with timelines and dollar amounts - How to set up a brief recurring money date - How to handle income differences fairly - How to handle disagreements without escalation - How to track progress month to month The course is structured as a workbook. Each module provides templates and walks through examples. You apply them together with your partner. This course is written for couples who want practical structure. By the end you will have replaced ad hoc money conversations with a sustained practice.