Companion resources

3 tools · 12 files available

Different Pay, Shared Plans

Make shared expenses, contributions, settlements, and review points explicit.

Choose a tool

Start with an example, then protect a clean copy.

Each row keeps the tool version and its two useful starting points together.

Direct access: Files are available without an account or sign-up for personal and household use. Worked examples are fictional or hypothetical, not forecasts, recommendations, promises, or reader outcomes.
C1 · Version 1.0

Shared-Expense Split Simulator

Compare sharing methods and what each method leaves for each partner.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Editable files tested in Microsoft Excel for Windows. PDF copies are printable; PDFs do not calculate. Other applications remain untested.

Shared-Expense Split Simulator: fictional worked example — current printable instructions and planning view
Fictional worked example — current printable instructions and planning view
Start with your copyXLSX · 29 KBExplore the worked exampleXLSX · 30 KBRead your-copy instructions (PDF)PDF · 153 KBRead the worked example (PDF)PDF · 162 KB
C2 · Version 1.1

Household Contributions & Settlement Tracker

Reconcile household contributions and payments without turning memory into the ledger.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Editable files tested in Microsoft Excel for Windows. PDF copies are printable; PDFs do not calculate. Other applications remain untested.

Household Contributions & Settlement Tracker: fictional worked example — current printable instructions and planning view
Fictional worked example — current printable instructions and planning view
Start with your copyXLSX · 85 KBExplore the worked exampleXLSX · 86 KBRead your-copy instructions (PDF)PDF · 125 KBRead the worked example (PDF)PDF · 130 KB
C3 · Version 1.0

Household Money Agreement

Write the couple’s choices, responsibilities, boundaries, and next review date.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Editable files tested in Microsoft Word for Windows. PDF copies are printable; PDFs do not calculate. Other applications remain untested.

Household Money Agreement: fictional worked example — current printable instructions and planning view
Fictional worked example — current printable instructions and planning view
Start with your copyDOCX · 23 KBExplore the worked exampleDOCX · 17 KBRead your-copy instructions (PDF)PDF · 83 KBRead the worked example (PDF)PDF · 94 KB
Download all three tools (ZIP · 880 KB)

Use the tools with judgment

These tools organize educational information and scenarios. They do not provide individualized financial, tax, legal, investment, retirement or credit advice. Confirm current rules, account terms and qualified guidance where appropriate.

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