Couples Budget Spreadsheet

This couples budget spreadsheet is a 2-sheet XLSX workbook for partners who share costs, splitting up to 15 shared expenses by an agreed percentage and tracking 10 joint savings goals.

What you receive

2-sheet XLSX workbook, plus a README and usage license in one ZIP download. Instant download after checkout; nothing is shipped.

• Shared-expense split calculator with agreed percentage and paid amounts
• 15 shared expenses with unfunded amount and over/under contribution totals
• 10 joint savings goals with contribution and progress calculations

The editable XLSX includes clearly marked illustrative sample entries to replace with your own inputs. Google Sheets use is by importing the XLSX; no hosted Google Sheets copy is included. Formulas, chart appearance and dropdowns should be checked after conversion.

Enter partner names and agree Partner A share, from 0% to 100%; Partner B is the remainder. Enter total costs and amounts each partner actually paid. Unfunded equals total cost minus both payments. Paid above target is a reconciliation amount, not an automatic transfer request. Check unpaid bills before agreeing a settlement. Joint goals track combined savings. Capacity: 15 shared expenses and 10 goals.

Usage license

One purchaser, for personal use or internal use within their own business. No resale, redistribution, digital file sharing, sublicensing or inclusion in products distributed to others. Digital download only; no physical item.

Organization tools only; not investment, tax or other professional advice. No specific results are promised.