Simplify cost-sharing for couples or up to 4 roommates with this tailored Excel template. Track expenses, allocate costs, and manage shared finances, including contributions from a joint account. Includes monthly breakdowns for clarity.
Detailed Description
Take the stress out of shared finances with the Joint Expense Management template, designed specifically for couples or small groups of up to 4 roommates. Whether you're splitting mortgage/rent, utilities, groceries, or other shared costs, this template ensures fairness and transparency.
Features:
> Track contributions and expenses for up to 4 parties.
> Allocate expenses equally or using custom percentage splits.
> View monthly breakdowns of expenses by category and contributions for each party.
> Always have a cumulative view of shared costs, and current view of outstanding settlements
> Automatically calculates total allocations, amounts paid, and remaining balances.
> Comprehensive YouTube Tutorial included to walk through the spreadsheet functionality. It can be found at: https://youtu.be/zlT1OW-RtTQ on the @StepAheadSheets YouTube Channel.
Perfect for:
> Couples balancing personal and shared expenses with or without a joint account.
> Roommates managing household costs like rent, utilities, and groceries.
Designed with simplicity and practicality in mind, this tool ensures clear communication and fair expense sharing. Start managing your finances together—stress-free and easy!
Designed for Office 365 Users (Current Channel). Instant Excel File Download
