💵How We Organize & Discuss Finances as a Couple | Notion Meeting Template, Budget, Goal-Setting
ฝัง
- เผยแพร่เมื่อ 25 มิ.ย. 2024
- Today, my hubs and I share how we organize + talk about money as a couple 👫🏻 Notion template below! Every month for the past few years we have had finance meetings (where we recap the month, check-in on our budgets, our savings, investments, and just use it as an opportunity to bring up things we wanna discuss. Let's dive in.
ALL THE LINKS BELOW ⤵️
m e n t i o n e d
» Notion Finance Meeting Template + lots of other free templates: julesacree.ck.page/6be5bf9739
» Learn more about my course Simplify & Thrive & exclusive Notion templates: julesacree.com/simplifyandthrive
t i m e s t a m p s
» intro: 0:00
» our why, when, and joint acct: 1:25
» meeting template screenshare: 4:40
» gratitudes: 5:34
» worries: 6:50
» budgeting app: 7:48
» our approach to checking acct: 9:00
» discussion topics: 11:00
» action items: 11:40
» finance flossing: 12:20
» how we came up with budget: 13:46
» how we set boundaries with meetings: 16:52
y o u m i g h t a l s o e n j o y
» 🌻 Notion Tour | How I Organize My Life and Work: • 🌻 Notion Tour | How I ...
» Q&A Ft. My Husband | Middle School Crush, Relationship Strengths, Struggles, and Beyond: • Q&A Ft. My Husband | M...
» 📝Mid-Year Reset | Goals & Life Audit Check-in: • 📝Mid-Year Reset | Goal...
» 🏡 Cleaning My Entire House | Declutter & Tidy Vlog: • 🏡 Cleaning My Entire H...
d e e t s
» music from epidemic sounds: www.epidemicsound.com/campaig...
» camera: amzn.to/3j9lV4o
» shop most of my home decor: www.julesacree.com/favoritepr...
s a y h e l l o
» insta: / julesacree
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» website: www.julesacree.com/
» biz inquiries: team@julesacree.com
a b o u t m e
I’m Jules! I produce video content & lifestyle tools that help you design your most intentional life. Learn more about me here: www.julesacree.com/about
⊹ tags: finance organization, finances in notion, notion template, couples budget, joint finances, notion organization, couples finance, finance meeting agenda, intentional living, slow living, financial organization ⊹
#financemeeting #personalfinances #financialwellness #moneyhabits #organizationtips
What video should I make next?!
meditation vid, how you prepare for holiday season, quiet vlog, what do you cook using ingredients from your garden?
any business and/or running mindful business tips. how you navigate using social media for business. the best lessons having your own business has given you, mistakes you wish you corrected earlier, etc anything like that would be super cool. Or books you've read and learnt from haul (since I remember you said you weren't purchasing any more books this year in the yearly planning or notion video and If you've ready any on your shelf and liked them, it could be cool to share, etc) hope this inspired some ideas! x
Maybe date night ideas or fun activities with partners? We’ve spent sooo much time indoors and would love any fun suggestions xx
It would be fun to see an expanded financial video about how you decide on the percentage of your monthly income that goes into each of the buckets - savings, investments etc. and maybe even specifically for small businesses / freelancers touching on the wonders of taxes and deductions! :) Thanks for sharing you two!
Love your view point on finances; can you share more on the tips, blogs, books that help your mindset?
The attention to detail and intention that you put into your videos does NOT go unnoticed! Really wonderful to see.
Thank you so much 🥺🥰
As someone who just got married and is prepping to merge finances with my husband, this is really helpful! I'm going to rewatch it with him :) Thanks for sharing your process.
agreed!
I don’t even have a partner nor am I anywhere this stage of my life but it was so nice to watch/hear you both have a healthy discussion about money!
Growing up I also never saw how finances were handled so I’m so glad you made this video! I loved to see how you guys handle finances together in real life. Bring Andrew back again!
my fiance and I are about to buy a house and this was so helpful! I've been asking my married friends and siblings how they manage their expenses as a couple and this was great information to utilize! thanks!
I love this video! It's one thing to say you have a meeting once a month, but it's another thing entirely to see another healthy couple having this meeting without arguing. Great Video!
You two are just adorable! Praying you both reach your goals and are blessed in your new house. We have owned 6 new builds setting goals and working hard.
I found this so valuable - me and my partner have been together a year and we're starting to talk about moving in together. I know we have different money mindsets and are in different financial positions so I'm very aware that it's something for us to work on before/as we start to combine our finances.
communication is everything! As long as y'all remain open to discussing, you're off to a great start!
The TH-cam algorithm led me here after all my viewing of Caleb Hammer and the Money Guys. Great video. I had been looking for a way to discuss finances with my partner in an intellectual way where we both get heard, we both feel respected and appreciated and we both share our goals. This is perfect. Thank you for sharing!
Thanks for this example of healthy financial management in a relationship. It also exemplifies how we can talk to and work with ourselves with a monthly financial mtg and process. And yes, Andrew is a peach and it's great to also have videos with you two sharing from a couples' perspective...and I don't even plan to be in a relationship. 🙂
Love love love this video! Many people find it hard to talk about money with their partners and this video just shows perfectly how learning to do it effectively takes your relationship to new heights (ie reaching shared goals + being conscious of your collective values)!! Can’t wait to use this for myself 😄☺️ thank you Jules!
you're helping so many people with this video, including myself! thank you for your transparency and generosity in sharing the template. I'm going to use this for myself, but also you both gave me hope that it's possible to be in a healthy financially goal-aligned relationship. thanks!!!
Love this! Money is a sensitive topic for my parents so it’s inspiring to see a couple exemplify how to properly communicate about money. I’ll definitely incorporate this system into my future marriage.
All of us NEED to talk more about finances! Thank you so much for making this video!! I'm going to start doing these each month with my husband.
This video was very informative. I wonder how you would create a spending budget with kids. My kids are 15 and 10. My oldest gets an allowance but of course still asks for additional money sometimes. My youngest will want things too. Those trips to Ralph's Ices, Starbuck's, and out to eat add up! Thank you.
this is so on time for me!! i’m hitting 27 in december and my mindset is changing. i just now created a visual budget and y’all sharing these nuggets is confirmation for me.
thank you both!!
Ah exciting!!
Thanks for sharing your approach to finances; it's SO helpful! I would love to see another video like this (and Andrew!) Some questions: Did you both pay off your own debts before creating a joint account? Is there a minimum amount you need to create a "high-yield" savings account? What adjustments do you make if you go over budget in a month?
Loved this video 😍 this was helpful for my reference and you both have such a good communication system set up! Such a sweet couple, and wishing you all the best with house building 🏠
This has come at the perfect time! Thank you, Jules!
Yay glad to hear it!
Thank you for sharing this, took some notes and am excited to incorporate some of your practices into mine !
I love the vibe of your videos! 😊
Yes I love these!!!!
This is super super helpful! Thank you so much for sharing this!
This was so great, a lot of great ideas and something my partner and are going to do. Thanks for sharing.
Thank you for posting this - extremely helpful and now I feel a lot less anxious about having these conversations.
This is such a great video. Love videos about significant other hub house meetings!
This was great! Yes to more Andrew and more finance talk!
So cute! I love this. Thank you
Great video, you guys are a lovely couple. Found this really useful xx
this was so beautiful to watch
You guys put in the ✨ WORK! ✨I love it, very inspiring!
Aw thank you!
Such a great video and awesome to see how you guys openly discuss and recap your joint spending like this monthly. Thanks Jules and Andrew :)
you're so welcome!
Love this !
Takeaways
Buy a budgeting app
Income
- savings/investments $1k/pay
- expenses: rent, internet, groceries, dining out / date nights, subscriptions
- fun money: movies, new clothes
relationship goals 😍 would love to see more videos of you and andrew!
This was so helpful thank you!
This was helpful. Thank you!
This seems like a very healthy relationship. I'm inspired
Thank you for sharing this. This inspired me a lot how to keep on track on financial goal! Would love to see more videos ❤️
let me know what kind of videos you'd like to see more of!
Pls share more what's in Acree Life notion page, would love to see it! Hopefully it'll give me lots inspiration for me and my husband as much as this video did! Thank you 😍😍
Loved this! I literally texted my partner and was like "we are doing this TONIGHT." Thanks Jules!!
let me know how it goes!!
This was very helpful as a jumping off point for budgets and healthy money conversations. I'm curious how do you decide on figures/a budget for furniture in a new home? Do you budget just for big ticket items or do you buffer for organization & decor items as well? Thx!
This is so helpful! I’m going to send it to my husband haha. Would love to start implementing it!
Yay let me know how it goes!
Love the video!!
Yes to more Andrew appearances
Question: what does it look like before you sit down with this awesome monthly meeting form? Meaning, how is the time spent physically seeing how you did with your budget that month, Ex how did you know you did well not overspending on food? Is that like pre game huddle, then the game is the meeting haha?
love this! more vids w andrew! going to experiment using your template in convos w my partner!
yay he'll be happy to know this hehe
After months of overspending I'm finally going to implement this in our house. My husband has ADHD so he doesn't always think about where discretionary spending happens, I've been overworked and really impulsive about spending, and now that our monthly bills are rising with rising costs it's waaaaay past time to adult better about finances! 23 years of marriage, never too late... right?
Great at video. We just started sharing finances and I wanted to know how you navigate if one of you wants to go on a trip with friends that doesn’t include the other?
This was super helpful! Also I had this EXACT PS5 conversation with my wife lol
Yes More of Andrew! what about charities or giving back? Taxes
Thanks for the video 😊 I think I might’ve missed something, but how should the labels in your template (priority, done, in progress..) be used?
yes! more andrew pls
Financially NEKED 😂love you both! A+ content
Can you share the link of the cover of your MacBook? It’s fantastic .
Would love an updated version of this!
Honestly we are still doing the same same!!
@@julesacreeThanks for your reply :)) Perhaps an expanded version now that baby will be in the picture...any financial planning there? Hearing you both discuss your perspectives on jointly planning finances is exactly what is so inspiring and eye-opening. Appreciate you and the dedication you put towards making this content for us!
I love this video, thank you!! Just curious, if you two make different incomes and if there is a formula you would use to determine the amount each person should contribute to the joint account?
I'd love to hear about this too!
Hi! Can you make the template able to duplicate? thanks for another awesome video!
Omg thank you for letting me know!! It should work now
Thanks for this! Seems TrueBill app is no longer available... What alternative do you suggest?
Oh it’s called rocket money now! Same thing just rebranded
lovely couple ^^,)
Aw thank you!
Great video! managing money as a couple is so important. This is what we do and how we work together! th-cam.com/video/cP_bFAKkwzY/w-d-xo.html - being a team is essential. xCC
Hi, I have the simplify and thrive kit and I tried to download the acree finance meeting template from the link provided and on website to no avail. Help :(
Shoot us an email! team(at)julesacree.com
How did you come up with how much to pay yourself? And is it on a auto payroll?
I have an accountant who handles aaaall that - but there is a formula for figuring it out to make sure you’re legally compliant
Yeah include hubby. Why not? Especially going forward with the new home.
Is there a way to access the template if you are already subscribed to your newsletter?
Yes it’s in the same shared hub! So if you find the email from before it will be the same link. Also even if you opt in again it’s not going to sign you up twice. It will recognize you and just send you the file regardless.
@@julesacree ok thank you
Is true bill actually called rocket money in the app store? It doesn't pop up for me
Yesss they rebranded! I’ll have to update this - thanks for the reminder :)
why does he look so much like that emoi??!!?!
Congratulations! You saved some money, now what?
This was great Jules!
I've followed your channel for about 2 years and you always have the coolest stuff.
I think a couple's relationship with money is so important and as a married couple it's important to be on the same team.
Thankful for the mention of TrueBill too by your husband...
It's now called "Rocket Money" for anyone curious (I looked it up and installed it)
I tried to put your name as an "influencer" but it didn't come up.
Well keep us posted on your journey!