Back to the blog

Money date night: A financial check-in for partners

  • SaverLife

Money conversations don’t have to happen only when something goes wrong. Grab a snack or drink, set aside 20–30 minutes, and use this worksheet to check in on where things stand, celebrate progress, and decide what you want to tackle together. There are no right answers, and you don’t have to combine your finances to be on the same financial team. Enjoy your money date night!

Download the free worksheet
SaverLife’s Money Date Night worksheet features nine purple sections with checkboxes and writing spaces. Questions and prompts include: How are we feeling about money? What’s changed since our last money date? How is our current system working? What went well? What events are coming up? What’s our focus this month? What are our next moves? And what’s one thing we’d love our money to make possible? The worksheet also includes spaces to record income, expenses, savings, debt, and the next money date.

Recommended