Money Dates 2027 – UK Couples Budget Planner | PDF + Excel Spreadsheet

Money Dates 2027 – UK Couples Budget Planner – Plan your finances together with this engaging couples budgeting planner for 2027, designed for effective communication and shared goals.

The 'Money Dates 2027' planner is crafted for couples in the UK and Ireland who aspire to enhance their financial discussions as they enter the New Year. This comprehensive toolkit offers structured monthly dialogues to improve financial communication between partners, making budgeting a collaborative and enjoyable experience.

Inside, you'll find a 12-month budget template tailored to UK categories like Council Tax, Mortgage, and ISA, ensuring all your financial needs are covered. Weekly 'Money Date' sheets come equipped with thought-provoking questions and note areas, promoting open dialogue about finances. Additionally, a shared dream tracker encourages couples to visualise their savings goals with SVG progress graphs, fostering teamwork.

What's included

• 12-month budget templates with UK-specific categories
• Weekly 'Money Date' worksheets with discussion prompts
• Shared dream tracker with savings goals and progress graphs
• Quarterly review sheets for couple reflections
• New Year 2027 goal-setting section with festive themes
• 8-page PDF (A4 + US Letter)
• XLSX + CSV template

Who it's for

• Couples in the UK and Ireland
• Excel and Google Sheets users

Good to know

• Format: Printable PDF (A4), includes 2 Excel files with autosum formulas.
• Suitable for couples aged 25-40 in the UK and Ireland.
• Not professional advice; check local financial regulations.
• Works in any spreadsheet app.

Format

Instant digital download: one ZIP file with CSV, PDF, XLSX files (PDF in A4 and US Letter). You also get the download link by email.

Personal-use licence. Instant download after checkout.