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, checkin 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 ā¤µ
m e n t i o n e d
Ā» Notion Finance Meeting Template + lots of other free templates: https://julesacree.ck.page/6be5bf9739
Ā» Learn more about my course Simplify & Thrive & exclusive Notion templates: https://julesacree.com/simplifyandthrive
t i m e s t a m p s
Ā» intro: 0:00
Ā» our why, when, and joint acct: 1:25
Ā» meeting template screenshare: 4:40
Ā» gratitudes: 5:34
Ā» worries: 6:50
Ā» budgeting app: 7:48
Ā» our approach to checking acct: 9:00
Ā» discussion topics: 11:00
Ā» action items: 11:40
Ā» finance flossing: 12:20
Ā» how we came up with budget: 13:46
Ā» 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
Ā» Notion Tour | How I Organize My Life and Work: Ā Ā Ā ā¢Ā Ā NotionĀ TourĀ |Ā HowĀ IĀ OrganizeĀ MyĀ Lif...Ā Ā
Ā» Q&A Ft. My Husband | Middle School Crush, Relationship Strengths, Struggles, and Beyond: Ā Ā Ā ā¢Ā Q&AĀ Ft.Ā MyĀ HusbandĀ |Ā MiddleĀ SchoolĀ Cr...Ā Ā
Ā» MidYear Reset | Goals & Life Audit Checkin: Ā Ā Ā ā¢Ā MidYearĀ ResetĀ |Ā GoalsĀ &Ā LifeĀ AuditĀ ...Ā Ā
Ā» Cleaning My Entire House | Declutter & Tidy Vlog: Ā Ā Ā ā¢Ā Ā CleaningĀ MyĀ EntireĀ HouseĀ |Ā Declutte...Ā Ā
d e e t s
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s a y h e l l o
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a b o u t m e
Iām Jules! I produce video content & lifestyle tools that help you design your most intentional life. Learn more about me here: https://www.julesacree.com/about
ā¹ 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 ā¹
#financemeeting #personalfinances #financialwellness #moneyhabits #organizationtips