The Finance Revamp Spreadsheet
$27
Hey family,
Most couples don't need more money to feel at peace with their finances. They need a plan they both agree on. This is the spreadsheet Samantha and I use to sit down together, see where every dollar goes, and decide what our money is going to do this year.
It works in 3 steps:
Track It. Download your last 3 months of statements. List every bill, membership, and subscription, then mark each one keep, cut, or downgrade.
Stack It. Set your savings and investing targets for the year, including a full year of emergency savings. Then automate your transfers to a high-yield savings account and a brokerage account.
Spend It. Give each partner a set monthly spending amount to use however they want.
What you get:
✓ The Finance Revamp Spreadsheet (Google Sheets). Your own copy, saved to your Google Drive. 6 tabs: Start Here, Where It Goes, Freedom Number, Save & Invest, Spending Allowance, and a Revamp Summary that puts your whole plan on one page. Fill in the yellow cells and the totals calculate for you.
✓ The Start Here guide (1-page PDF). Your "Get your copy" link, how to save the sheet to your Drive, and the 3 steps at a glance.
One sit-down. One plan. Both of you on the same team.
Remember, it's not about how much you make, it's about how well you manage what you make.