• The OurMoney Dashboard with income, expenses, net savings, savings rate, monthly charts and Budget vs Actual
  • OurMoney how it works: a walkthrough of the couple's budget planner in Excel, from setup to the Dashboard
  • The Us tab showing who paid what, each partner's fair share and who owes who this month
  • Shared savings goals with progress bars, countdowns and each partner's monthly share
  • Bills and subscriptions with what's due next and the monthly total
  • Plan a Trip cost builder with a savings plan per month and per partner
  • Start Here page with a setup checklist and links to every tab
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OurMoney

OurMoney

One shared Excel planner for the two of you.

$15.99 CAD
$15.99 CAD
Sale Sold out
  • Instant digital download
  • Excel 2016+ & Microsoft 365
  • No macros or add-ons

Budgeting is better together. OurMoney is one Excel file for the two of you. Log what comes in and goes out, see where it goes, split shared costs fairly and save for the plans you make together.

What's inside

  • Dashboard: total income, expenses, net savings and savings rate, four charts, Budget vs Actual and your largest expenses. Filter by month, type, category, or by partner.
  • Transactions: one shared log. Pick who paid and whether it's shared, personal or covered for your partner.
  • Us: who paid what, each person's fair share, and who owes who for any month. There's also an all-time balance and a settle-up log.
  • Four ways to split: 50 / 50, by income, a custom percentage, or by what each of you can put in.
  • Goals: shared savings goals with progress bars, countdowns, an on-pace check, and what each of you puts in per month.
  • Bills: recurring bills and subscriptions, with what's due next, the monthly total and who pays.
  • Plan a Trip: price a trip line by line and see what to save per month, together and each.
  • Date Night Jar: your date-night budget, what's left this month, and ideas at $0, around $20 and around $50.
  • Start Here and Guide: a setup checklist that ticks itself off, plus step-by-step help for every tab.

Made to fit your life: 14 ready-made expense categories with editable monthly budgets. Rename, add or remove categories, and every dropdown and total follows.

What you need: Microsoft Excel 2016 or later, or Microsoft 365. It's a regular .xlsx file with no macros or add-ons.

What's included

  • Dashboard: total income, expenses, net savings and savings rate, four charts, Budget vs Actual and your largest expenses. Filter by month, type, category, or by partner.
  • Transactions: one shared log. Pick who paid and whether it's shared, personal or covered for your partner.
  • Us: who paid what, each person's fair share, and who owes who for any month, plus an all-time balance and a settle-up log.
  • Goals: shared savings goals with progress bars, countdowns and what each of you puts in per month.
  • Bills: recurring bills and subscriptions, with what's due next, the monthly total and who pays.
  • Plan a Trip: price a trip line by line and see what to save per month, together and each.
  • Insights: pivot tables and charts by month, category and payment method.
  • Setup: your two names, how you split shared costs (50 / 50, by income, a custom percentage or what each of you can put in), 14 editable expense categories with monthly budgets, a savings-rate target and a large-expense alert.
  • Start Here and Guide: a setup checklist that ticks itself off, plus step-by-step help for every tab.

What you need

Microsoft Excel 2016 or later, or Microsoft 365. It's a regular .xlsx file with no macros. A Google Sheets version is in the works.

Delivery

This is a digital download, so nothing is shipped. You'll get access to the file after checkout.

View full details

How it works

  1. Log it

    Add each income or expense as one row on the Transactions tab: date, type, category and amount. The month and net amount fill in by themselves.

  2. See it

    The Dashboard updates instantly with your total income, expenses, net savings and savings rate. Filter by month, type, category or partner.

  3. Tune it

    On the Setup tab, add your two names, pick how you split shared costs, and set your categories, monthly budgets, savings-rate goal and a large-expense alert. Every dropdown and chart follows along.

The planner's Dashboard tab showing total income, expenses, net savings, savings rate and a Budget vs Actual table

Take a peek inside

Your whole money picture on one screen

Total income, expenses, net savings and savings rate against your target, plus a Budget vs Actual table for every category, your largest expenses and your average daily spending.