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A FINANCIAL WORKSHEET FOR COUPLESwww.theeverygirl.com
ASSETSwhat you have or own, right nowM O N E TA R Y A S S E T SNAMENAMECASHCASHCHECKINGCHECKINGS AV I N G SS AV I N G SOT H E ROT H E RTOTA L0TOTA L0OT H E R A S S E T SS TO C K SS TO C K SBONDSBONDSMUTUAL FUNDSMUTUAL NALPROPERTYPERSONALPROPERTYOTHEROTHERTOTA L0TOTA LTOTA L00S H OW M E T H E M O N E Ya financial worksheet for coupleswww.theeverygirl.comYO U ’ R E O N PAG E 2great work so far!
DEBTwhat you owe, right nowCURRENT DEBTSNAMENAMECREDIT CARDCREDIT CARDS T U D E N T LOA N SS T U D E N T LOA N SC A R LOA NC A R LOA NP E R S O N A L LOA NP E R S O N A L LOA NOT H E ROT H E RTOTA L0TOTA L0NET WORTHyour total assets minus your total debtsTOTA L A S S E T S0TOTA L D E B T0 N E T WO R T HS H OW M E T H E M O N E Ya financial worksheet for coupleswww.theeverygirl.comYO U ’ R E O N PAG E 3great work so far!
BUDGETwhat you make what you spend, monthlyM O N T H LY I N C O M ENAMENAMESALARYSALARYFREELANCE /FREELANCE /S E C O N DA R YS E C O N DA R YOT H E ROT H E RTOTA L0TOTA L0M O N T H LY E X P E N S E SRENTPETLOA N SA U TOCREDIT CARDT R A N S P O R TAT I O NINSURANCEGY MTA X E SE N T E R TA I N M E N TUTILITIESG I F T S /C H A R I T YGROCERIESOT H E RDINING OUTH E A LT HTOTA L L E F T TO S AV ES H OW M E T H E M O N E Ya financial worksheet for couples0www.theeverygirl.comYO U ’ R E O N PAG E 4great work so far!
FINANCIAL PRIORITIESwhat you put first when spending savingNAMENAMErank the below options, with 1 being the highest priorityrank the below options, with 1 being the highest priorityHOMEHOMECARCARRETIREMENTRETIREMENTVAC AT I O NVAC AT I O NT R AV E LT R AV E LE N T E R TA I N M E N TE N T E R TA I N M E N TOT H E ROT H E RCOMBINED SPENDING PRIORITIES#1#2#3#4#5#6#7#8S H OW M E T H E M O N E Ya financial worksheet for coupleswww .t heev er ygi r l .comYO U ’ R E O N PAG E 5great work so far!
GOALSwhere you want your money to go — now and in the futureS H O R T T E R M G OA L SG OA LAC T I O N A B L E P L A NLO N G T E R M G OA L SG OA LS H OW M E T H E M O N E Ya financial worksheet for couplesAC T I O N A B L E P L A Nwww.theeverygirl.comYO U ’ R E O N PAG E 6you did it!
a financial worksheet for couples. www.theeverygirl.com. sho me the money. a finanial worksheet for ouples. you’re on page 2. great work so far! monetary assets. name cash. checking . savings other. total name. cash checking. savings other total. other assets. stocks. bonds mutual funds. re
