The Everygirl Financial Worksheet for Couples - Fillable - Show Me the Money

Sep 13, 2026

A fillable financial worksheet for couples to organize money across key categories: monetary assets, other assets, debts, and the resulting net worth. It captures monthly budget details including income sources and recurring expenses such as rent, loans, credit cards, insurance, taxes, utilities, groceries, dining out, and health. It also guides couples to set financial priorities and goals, from combined spending rankings to short- and long-term goal action plans.

LanguageEnglish

CategoryForms

FormatPDF

Pages6

Reading Time2 min

AccessFree to download

Assets

Monetary Assets

Other Assets

Debts

Current Debts

Net Worth

Budget

Monthly Income

Monthly Expenses

Financial Priorities

Combined Spending Priorities

Goals

Short Term Goals

Long Term Goals

A FINANCIAL WORKSHEET FOR COUPLES [www . theeverygirl. com](www . theeverygirl. com) A S S E T S what you have or own, right now MONETARY ASSETS NAME CASH CHECKING SAVINGS OTHER TOTAL 0 OTHER ASSETS STOCKS BONDS MUTUAL FUNDS RETIREMENT HOME CAR(S) PERSONAL PROPERTY OTHER TOTAL 0 NAME CASH CHECKING SAVINGS OTHER TOTA L STOCKS BONDS MUTUAL FUNDS RETIREMENT HOME CAR(S) PERSONAL PROPERTY OTHER TOTA L 0 SHOW ME THE MONEY a financial worksheet for couples [www . theeverygirl. co m](www . theeverygirl. co m) YOU’RE ON PAGE 2 great work so far! D E B T what you owe, right now CURRENT DEBTS NAME NAME CREDIT CARD CREDIT CARD STUDENT LOANS STUDENT LOANS CAR LOAN CAR LOAN PERSONAL LOAN PERSONAL LOAN OTHER OTHER TOTAL 0 TOTAL N E T W O R T H your total assets minus your total debts TOTAL ASSETS - TOTAL DEBT = NET WORTH 0 SHOW ME THE MONEY a financial worksheet for couples [www . theeverygirl. com](www . theeverygirl. com) YOU’RE ON PAGE 3 great work so far! B U D G E T what you make + what you spend, monthly MONTHLY INCOME NAME SALARY FREELANCE / SECONDARY OTHER TOTA L MONTHLY EXPENSES RENT LOANS CREDIT CARD INSURANCE TAXES UTILITIES GROCERIES DINING OUT HEALTH NAME SALARY FREELANCE / SECONDARY OTHER TOTA L 0 PET AUTO TRANSPORTATION GY M ENTERTAINMENT GIFTS/CHARITY OTHER T O T A L L E F T T O S A V E 0 SHOW ME THE MONEY a financial worksheet for couples [www . theeverygirl. co m](www . theeverygirl. co m) YOU’RE ON PAGE 4 great work so far! F I N A N C I A L P R I O R I T I E S what you put first when spending + saving NAME rank the below options, with 1 being the highest priority HOME CAR RETIREMENT VACATION TRAVEL ENTERTAINMENT OTHER | | | --- | | | | | | | | | | | NAME rank the below options, with 1 being the highest priority HOME CAR RETIREMENT VACATION TRAVEL ENTERTAINMENT OTHER | | | --- | | | | | | | | | | | COMBINED SPENDING PRIORITIES \#1 \#2 \#3 \#4 \#5 \#6 \#7 \#8 | | | --- | | | | | | | | | | | | | SHOW ME THE MONEY a financial worksheet for couples [www . t he ev e r y gi r l . com](www . t he ev e r y gi r l . com) YOU’RE ON PAGE 5 great work so far! G O A L S where you want your money to go—now and in the future SHORT TERM GOALS GOAL ACTIONABLE PLAN LONG TERM GOALS GOAL ACTIONABLE PLAN SHOW ME THE MONEY a financial worksheet for couples [www . theeverygirl. co m](www . theeverygirl. co m) YOU’RE ON PAGE 6 you did it!

FAQs

What financial information does the worksheet collect for couples?

It collects monetary assets, other assets, current debts, and calculates net worth. It also captures monthly income and expenses, plus priorities and goal plans.

How is net worth determined in the worksheet?

Net worth is calculated as total assets minus total debts, with separate fields for total assets, total debt, and net worth.

What budgeting details are included each month?

The worksheet includes monthly income breakdowns (salary, freelance/secondary, other) and monthly expenses such as rent, loans, credit cards, insurance, taxes, utilities, groceries, dining out, health, and additional categories like transportation and entertainment.

How do couples use the worksheet to set financial goals?

They list short-term and long-term goals and fill in an actionable plan for each, then rank combined spending priorities to reflect where money should go.

Sep 13, 2026

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