LIFE’S CHECKLISTS · FREE WORKSHEET
Shared household money meeting
Agree on contributions and spending decisions without sharing passwords.
First read the completed example. Then write your own answers in the blank sections. If you do not know an answer, write what you need to ask. Official applications may require their own forms.
Completed example
This is a fictional practice entry. Write your own details in the blank sections below.
- Topic
- Groceries
- Current amount / plan
- Example joint limit $240/month
- Agreed action
- Each contributes $120; review receipts weekly
- Owner
- Both roommates
- Review date
- November 1
Date: ____________________
Housing
Current amount / plan
Agreed action
Owner
Review date
Utilities
Current amount / plan
Agreed action
Owner
Review date
Groceries
Current amount / plan
Agreed action
Owner
Review date
Individual spending
Current amount / plan
Agreed action
Owner
Review date
Emergency savings
Current amount / plan
Agreed action
Owner
Review date
Debt payments
Current amount / plan
Agreed action
Owner
Review date
Shared goals
Current amount / plan
Agreed action
Owner
Review date
Notes: