<aside> 💡 Hi friends! Duplicate this template in the top right corner. Watch my video on **How We Organize & Discuss Finances as a Couple** to learn how we use this template.

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Quick Links:

• Link any docs you reference frequently for your meetings
• ex: Budget Excel Doc

Finance Meeting Notes

How to Navigate this Template:

<aside> 💡 To use the template, click "OPEN" under the recaps column, then click "Finance Check-Ins".

If you accidentally type into the page and the option to click the template disappears, simply hit backspace. ⤵️

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<aside> 💡 To edit the template, go to the top right corner of the table, click the down arrow next to the blue "New" button, click the three dots next to "Finance Check-Ins". This will update the template moving forward. ⤵️

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✨ Created by Jules Acree

➡️ For more templates, visit ˗ˏˋ Jules Acree's Shared Hub ´ˎ˗