💵How We Organize & Discuss Finances as a Couple | Notion Meeting Template, Budget, Goal-Setting

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  • Опубликовано: 22 ноя 2024

Комментарии • 107

  • @julesacree
    @julesacree  3 года назад +7

    What video should I make next?!

    • @arispalate
      @arispalate 3 года назад +3

      meditation vid, how you prepare for holiday season, quiet vlog, what do you cook using ingredients from your garden?

    • @sandysingh1425
      @sandysingh1425 3 года назад +2

      any business and/or running mindful business tips. how you navigate using social media for business. the best lessons having your own business has given you, mistakes you wish you corrected earlier, etc anything like that would be super cool. Or books you've read and learnt from haul (since I remember you said you weren't purchasing any more books this year in the yearly planning or notion video and If you've ready any on your shelf and liked them, it could be cool to share, etc) hope this inspired some ideas! x

    • @maribellopez2462
      @maribellopez2462 3 года назад

      Maybe date night ideas or fun activities with partners? We’ve spent sooo much time indoors and would love any fun suggestions xx

    • @theehappysunflower
      @theehappysunflower 3 года назад +7

      It would be fun to see an expanded financial video about how you decide on the percentage of your monthly income that goes into each of the buckets - savings, investments etc. and maybe even specifically for small businesses / freelancers touching on the wonders of taxes and deductions! :) Thanks for sharing you two!

    • @angelapatrice2634
      @angelapatrice2634 3 года назад +2

      Love your view point on finances; can you share more on the tips, blogs, books that help your mindset?

  • @jenayzhyrov
    @jenayzhyrov 3 года назад +51

    As someone who just got married and is prepping to merge finances with my husband, this is really helpful! I'm going to rewatch it with him :) Thanks for sharing your process.

  • @jasmineflatley6439
    @jasmineflatley6439 3 года назад +23

    The attention to detail and intention that you put into your videos does NOT go unnoticed! Really wonderful to see.

    • @julesacree
      @julesacree  3 года назад

      Thank you so much 🥺🥰

  • @DDRandDSLover
    @DDRandDSLover 3 года назад +20

    I don’t even have a partner nor am I anywhere this stage of my life but it was so nice to watch/hear you both have a healthy discussion about money!

  • @mrslilivincent
    @mrslilivincent Год назад +3

    I love this video! It's one thing to say you have a meeting once a month, but it's another thing entirely to see another healthy couple having this meeting without arguing. Great Video!

  • @itskatmartin
    @itskatmartin 3 года назад +9

    Growing up I also never saw how finances were handled so I’m so glad you made this video! I loved to see how you guys handle finances together in real life. Bring Andrew back again!

  • @carolineappleton3177
    @carolineappleton3177 3 года назад +18

    I found this so valuable - me and my partner have been together a year and we're starting to talk about moving in together. I know we have different money mindsets and are in different financial positions so I'm very aware that it's something for us to work on before/as we start to combine our finances.

    • @julesacree
      @julesacree  3 года назад +4

      communication is everything! As long as y'all remain open to discussing, you're off to a great start!

  • @alexandramoody4697
    @alexandramoody4697 3 года назад +7

    my fiance and I are about to buy a house and this was so helpful! I've been asking my married friends and siblings how they manage their expenses as a couple and this was great information to utilize! thanks!

  • @tamarlevy2902
    @tamarlevy2902 9 месяцев назад +1

    This is such a great video. Love videos about significant other hub house meetings!

  • @MaPrajna1
    @MaPrajna1 2 года назад +4

    Thanks for this example of healthy financial management in a relationship. It also exemplifies how we can talk to and work with ourselves with a monthly financial mtg and process. And yes, Andrew is a peach and it's great to also have videos with you two sharing from a couples' perspective...and I don't even plan to be in a relationship. 🙂

  • @victorialim
    @victorialim 3 года назад +6

    Love love love this video! Many people find it hard to talk about money with their partners and this video just shows perfectly how learning to do it effectively takes your relationship to new heights (ie reaching shared goals + being conscious of your collective values)!! Can’t wait to use this for myself 😄☺️ thank you Jules!

  • @shaznewa752
    @shaznewa752 Год назад +1

    This seems like a very healthy relationship. I'm inspired

  • @mariamartoral793
    @mariamartoral793 5 месяцев назад

    You two are just adorable! Praying you both reach your goals and are blessed in your new house. We have owned 6 new builds setting goals and working hard.

  • @arispalate
    @arispalate 3 года назад +3

    this is so on time for me!! i’m hitting 27 in december and my mindset is changing. i just now created a visual budget and y’all sharing these nuggets is confirmation for me.
    thank you both!!

  • @thewandgoose
    @thewandgoose 2 года назад

    All of us NEED to talk more about finances! Thank you so much for making this video!! I'm going to start doing these each month with my husband.

  • @hellorachelrose
    @hellorachelrose 3 года назад +1

    you're helping so many people with this video, including myself! thank you for your transparency and generosity in sharing the template. I'm going to use this for myself, but also you both gave me hope that it's possible to be in a healthy financially goal-aligned relationship. thanks!!!

  • @mallorymcpherson-wehanmph4469
    @mallorymcpherson-wehanmph4469 3 года назад +1

    Loved this! I literally texted my partner and was like "we are doing this TONIGHT." Thanks Jules!!

    • @julesacree
      @julesacree  3 года назад

      let me know how it goes!!

  • @amyfrancis9423
    @amyfrancis9423 5 месяцев назад

    This video was very informative. I wonder how you would create a spending budget with kids. My kids are 15 and 10. My oldest gets an allowance but of course still asks for additional money sometimes. My youngest will want things too. Those trips to Ralph's Ices, Starbuck's, and out to eat add up! Thank you.

  • @cc_faith
    @cc_faith 2 года назад

    Love this! Money is a sensitive topic for my parents so it’s inspiring to see a couple exemplify how to properly communicate about money. I’ll definitely incorporate this system into my future marriage.

  • @livbirdsall9297
    @livbirdsall9297 3 года назад +1

    Thanks for sharing your approach to finances; it's SO helpful! I would love to see another video like this (and Andrew!) Some questions: Did you both pay off your own debts before creating a joint account? Is there a minimum amount you need to create a "high-yield" savings account? What adjustments do you make if you go over budget in a month?

  • @Kiki-qs1jl
    @Kiki-qs1jl Год назад

    Pls share more what's in Acree Life notion page, would love to see it! Hopefully it'll give me lots inspiration for me and my husband as much as this video did! Thank you 😍😍

  • @natalielockwood7672
    @natalielockwood7672 2 года назад +1

    This was very helpful as a jumping off point for budgets and healthy money conversations. I'm curious how do you decide on figures/a budget for furniture in a new home? Do you budget just for big ticket items or do you buffer for organization & decor items as well? Thx!

  • @nikkibott3878
    @nikkibott3878 5 месяцев назад

    Great at video. We just started sharing finances and I wanted to know how you navigate if one of you wants to go on a trip with friends that doesn’t include the other?

  • @alexmarrs9659
    @alexmarrs9659 3 года назад

    Thank you for posting this - extremely helpful and now I feel a lot less anxious about having these conversations.

  • @mindfullybrigitte
    @mindfullybrigitte Год назад

    This is super super helpful! Thank you so much for sharing this!

  • @MirrorMissMirror
    @MirrorMissMirror 8 месяцев назад

    Would love an updated version of this!

    • @julesacree
      @julesacree  8 месяцев назад +1

      Honestly we are still doing the same same!!

    • @MirrorMissMirror
      @MirrorMissMirror 8 месяцев назад

      @@julesacreeThanks for your reply :)) Perhaps an expanded version now that baby will be in the picture...any financial planning there? Hearing you both discuss your perspectives on jointly planning finances is exactly what is so inspiring and eye-opening. Appreciate you and the dedication you put towards making this content for us!

  • @Snpoe93
    @Snpoe93 3 года назад +1

    You guys put in the ✨ WORK! ✨I love it, very inspiring!

  • @cerulean93
    @cerulean93 2 года назад +1

    After months of overspending I'm finally going to implement this in our house. My husband has ADHD so he doesn't always think about where discretionary spending happens, I've been overworked and really impulsive about spending, and now that our monthly bills are rising with rising costs it's waaaaay past time to adult better about finances! 23 years of marriage, never too late... right?

  • @sophiedodsworth
    @sophiedodsworth 3 года назад +1

    This has come at the perfect time! Thank you, Jules!

  • @sarahhart2141
    @sarahhart2141 3 года назад

    Such a great video and awesome to see how you guys openly discuss and recap your joint spending like this monthly. Thanks Jules and Andrew :)

  • @kwilcox6816
    @kwilcox6816 2 года назад

    Yes More of Andrew! what about charities or giving back? Taxes

  • @sarasalleh5545
    @sarasalleh5545 2 года назад

    relationship goals 😍 would love to see more videos of you and andrew!

  • @LillyMercadohealthylilly
    @LillyMercadohealthylilly Год назад

    So cute! I love this. Thank you

  • @angelapatrice2634
    @angelapatrice2634 3 года назад

    This was great! Yes to more Andrew and more finance talk!

  • @kimgallo3531
    @kimgallo3531 3 года назад

    Thank you for sharing this, took some notes and am excited to incorporate some of your practices into mine !

  • @jenny_latimer
    @jenny_latimer 2 года назад

    This was so great, a lot of great ideas and something my partner and are going to do. Thanks for sharing.

  • @shandamacomber3081
    @shandamacomber3081 11 месяцев назад

    This was helpful. Thank you!

  • @thitarees
    @thitarees 3 года назад

    Thank you for sharing this. This inspired me a lot how to keep on track on financial goal! Would love to see more videos ❤️

    • @julesacree
      @julesacree  3 года назад

      let me know what kind of videos you'd like to see more of!

  • @MikaR
    @MikaR 3 года назад +2

    love this! more vids w andrew! going to experiment using your template in convos w my partner!

    • @julesacree
      @julesacree  3 года назад

      yay he'll be happy to know this hehe

  • @shanie3460
    @shanie3460 2 года назад

    Great video, you guys are a lovely couple. Found this really useful xx

  • @LarissaVeloso-Planttubber
    @LarissaVeloso-Planttubber 3 года назад

    I love the vibe of your videos! 😊

  • @SW-tu6gu
    @SW-tu6gu 2 года назад

    This was so helpful thank you!

  • @prettyfaerie7
    @prettyfaerie7 2 года назад

    Yes I love these!!!!

  • @tblease12
    @tblease12 2 года назад

    This was super helpful! Also I had this EXACT PS5 conversation with my wife lol

  • @Fernally123
    @Fernally123 3 года назад

    Loved this video 😍 this was helpful for my reference and you both have such a good communication system set up! Such a sweet couple, and wishing you all the best with house building 🏠

  • @summervonaesch7424
    @summervonaesch7424 3 года назад

    This is so helpful! I’m going to send it to my husband haha. Would love to start implementing it!

    • @julesacree
      @julesacree  3 года назад

      Yay let me know how it goes!

  • @kitziasalgado
    @kitziasalgado 2 года назад

    this was so beautiful to watch

  • @Lavish.38
    @Lavish.38 Год назад

    Love this !

  • @sarahcarswell1906
    @sarahcarswell1906 3 года назад

    Love the video!!
    Yes to more Andrew appearances
    Question: what does it look like before you sit down with this awesome monthly meeting form? Meaning, how is the time spent physically seeing how you did with your budget that month, Ex how did you know you did well not overspending on food? Is that like pre game huddle, then the game is the meeting haha?

  • @lexiesanders929
    @lexiesanders929 2 года назад

    Thanks for the video 😊 I think I might’ve missed something, but how should the labels in your template (priority, done, in progress..) be used?

  • @林莉-t5o
    @林莉-t5o 2 года назад

    Can you share the link of the cover of your MacBook? It’s fantastic .

  • @yeannetung
    @yeannetung Год назад

    yes! more andrew pls

  • @kaseyammons8312
    @kaseyammons8312 3 года назад +1

    Hi! Can you make the template able to duplicate? thanks for another awesome video!

    • @julesacree
      @julesacree  3 года назад

      Omg thank you for letting me know!! It should work now

  • @SYRUGRL
    @SYRUGRL 2 года назад

    I love this video, thank you!! Just curious, if you two make different incomes and if there is a formula you would use to determine the amount each person should contribute to the joint account?

  • @TheNr20
    @TheNr20 Год назад

    Thanks for this! Seems TrueBill app is no longer available... What alternative do you suggest?

    • @julesacree
      @julesacree  Год назад

      Oh it’s called rocket money now! Same thing just rebranded

  • @pchulyn9803
    @pchulyn9803 2 года назад

    Financially NEKED 😂love you both! A+ content

  • @josalyn6408
    @josalyn6408 3 года назад +1

    How did you come up with how much to pay yourself? And is it on a auto payroll?

    • @julesacree
      @julesacree  3 года назад

      I have an accountant who handles aaaall that - but there is a formula for figuring it out to make sure you’re legally compliant

  • @fantoine3142
    @fantoine3142 Год назад

    Hi, I have the simplify and thrive kit and I tried to download the acree finance meeting template from the link provided and on website to no avail. Help :(

    • @julesacree
      @julesacree  Год назад +1

      Shoot us an email! team(at)julesacree.com

  • @mastandstars
    @mastandstars 3 года назад

    Yeah include hubby. Why not? Especially going forward with the new home.

  • @punkemogeekrock
    @punkemogeekrock Год назад

    This was great Jules!
    I've followed your channel for about 2 years and you always have the coolest stuff.
    I think a couple's relationship with money is so important and as a married couple it's important to be on the same team.
    Thankful for the mention of TrueBill too by your husband...
    It's now called "Rocket Money" for anyone curious (I looked it up and installed it)
    I tried to put your name as an "influencer" but it didn't come up.
    Well keep us posted on your journey!

  • @NaturallyBeautyChick
    @NaturallyBeautyChick 3 года назад

    Is there a way to access the template if you are already subscribed to your newsletter?

    • @julesacree
      @julesacree  3 года назад +1

      Yes it’s in the same shared hub! So if you find the email from before it will be the same link. Also even if you opt in again it’s not going to sign you up twice. It will recognize you and just send you the file regardless.

    • @NaturallyBeautyChick
      @NaturallyBeautyChick 3 года назад

      @@julesacree ok thank you

  • @comingofkym
    @comingofkym Год назад

    Is true bill actually called rocket money in the app store? It doesn't pop up for me

    • @julesacree
      @julesacree  Год назад

      Yesss they rebranded! I’ll have to update this - thanks for the reminder :)

  • @lilydongallo1407
    @lilydongallo1407 3 года назад +1

    lovely couple ^^,)

  • @SugarMamma
    @SugarMamma 2 года назад

    Great video! managing money as a couple is so important. This is what we do and how we work together! ruclips.net/video/cP_bFAKkwzY/видео.html - being a team is essential. xCC

  • @larissa.pilates1750
    @larissa.pilates1750 Год назад

    why does he look so much like that emoi??!!?!

  • @The_Simplicity_Lifestyle
    @The_Simplicity_Lifestyle 3 года назад +1

    Congratulations! You saved some money, now what?

  • @आवारा-ज8ण
    @आवारा-ज8ण 2 месяца назад

    Are u still married?

  • @theeverydaythrive
    @theeverydaythrive Год назад

    Takeaways
    Buy a budgeting app
    Income
    - savings/investments $1k/pay
    - expenses: rent, internet, groceries, dining out / date nights, subscriptions
    - fun money: movies, new clothes