| A | B | C | |
|---|---|---|---|
1 | Couple's financial planning worksheet | ||
2 | |||
3 | Partner A goal | Partner A income | |
4 | Savings | Monthly | |
5 | Debt repayment | Yearly | |
6 | |||
7 | Partner B goal | Partner B income | |
8 | Savings | Monthly | |
9 | Debt repayment | Yearly | |
10 | |||
11 | Partner A fixed expenses | Monthly $ | Yearly $ |
12 | Mortgage/rent | $ | $ |
13 | Phone bill | $ | $ |
14 | Debt repayment | $ | $ |
15 | Insurance | $ | $ |
16 | Subscriptions | $ | $ |
17 | Other | $ | $ |
18 | Partner A total fixed expenses | $ | $ |
19 | Partner B fixed expenses | ||
20 | Mortgage/rent | $ | $ |
21 | Phone bill | $ | $ |
22 | Debt repayment | $ | $ |
23 | Insurance | $ | $ |
24 | Subscriptions | $ | $ |
25 | Other | $ | $ |
26 | PartnerB total fixed expenses | $ | $ |
27 | Partner A Variable expenses | ||
28 | Groceries | $ | $ |
29 | Dining out | $ | $ |
30 | Shopping | $ | $ |
31 | Travel | $ | $ |
32 | Other | $ | $ |
33 | Partne A total variable expenses | $ | $ |
34 | Partner B Variable expenses | ||
35 | Groceries | $ | $ |
36 | Dining out | $ | $ |
37 | Shopping | $ | $ |
38 | Travel | $ | $ |
39 | Other | $ | $ |
40 | Partne B total variable expenses | $ | $ |
41 | Partner A total expense | $ | $ |
42 | Partner B total expense | $ | |
43 | Total household expenses | $ | $ |
44 | Partner A income after expenses (Income - total expenses) | $ | $ |
45 | Partner B income after expenses (Income - total expenses) | $ | $ |
46 | Household income after expenses (Household income - total household expenses) | $ | $ |
47 | |||
48 |  | ||
49 | |||