Money conversation worksheet

Original Good Next Move worksheet. Version 1.0.0.

Instructions

  1. Choose a comfortable time and one planning question. Both people can leave a topic for later.
  2. Decide what information is shared and what remains private before choosing an app or connecting accounts.
  3. Agree who handles each task and when to revisit the arrangement.

Original worked example

Hypothetical example: Sam and Alex discuss food and rent first. They share totals for those costs, keep individual transactions private, take turns updating the plan, and review it after their next pay cycle.

Your worksheet

One question for this discussion

Information we agree to share

Information that stays private

Costs or responsibilities we want to plan together

Who updates, checks, or pays each item?

Questions to leave open

Next review date and first action

Print this blank worksheet or use the accessible tool page at goodnextmove.com/tools/money-conversation-worksheet/. Downloads contain no current provider claims or private answers. Original material licensed CC BY 4.0.