Couples Budget Planner for Excel & Google Sheets

✓ Instant download  ·  ✓ Excel & Google Sheets  ·  ✓ One-time purchase, no subscription

Share costs fairly, without the awkward maths.

Log your shared expenses, choose 50/50 or split by income, and this planner works out each partner's fair share, who paid what and exactly who owes who.

What's included

• Couples_Budget_Planner_BLANK.xlsx – your planner, ready to fill in
• Couples_Budget_Planner_EXAMPLE.xlsx – filled with sample data so you can see how it works
• Instructions PDF – step-by-step setup guide for Excel and Google Sheets

5 tabs

• Start Here – a simple 4-step guide
• Dashboard – pick any month or the full year: spent together, paid by each partner, fair shares, a Settle up card, spending vs budget and a monthly chart
• Shared Expenses – who paid, how to split (50/50, by income or one person only), shares calculated for you
• Joint Goals – save together and track each partner's contributions
• Settings – names, incomes, currency, default split and up to 16 shared categories with a budget

Features

• Split 50/50 or by income, per expense if you like
• Know who owes who in one look
• Share it in Google Sheets and log from both phones
• Any currency – $, €, £, A$
• Fully automated, beginner friendly, soft neutral design
• Lovely gift for newlyweds and couples moving in together

Please note

• Digital product: nothing will be shipped. Your download link appears right after checkout and is emailed to you.
• Works in Excel 2016 or newer, Microsoft 365, Excel for Mac and Google Sheets. Not compatible with Apple Numbers.
• For personal use only. This is an organisation tool, not financial advice.

Pairs well with

Wedding & Travel Budget Planner: plan the big day or your next trip together, on budget.