The monthly money date

A short, regular check-in stops small money issues from becoming big arguments. Make it pleasant: coffee, a walk, or dinner at home.

A simple agenda

1. Celebrate one win since last time
2. Look at last month's shared spending
3. Check progress on goals
4. Plan upcoming costs: birthdays, trips, repairs
5. Agree on one thing to change or try

Full agenda

See our monthly money date page for the full agenda and conversation starters.

General educational information, not financial or legal advice. Coin Jar Club isn't paid by any bank, lender or app.