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Shared Living and Holidays Bundle: Roommate Settle-Up, Gift Budget and Household Budget

Settle shared costs fairly, set the gift total first and give every dollar a job.

$35 one time · example and blank copies · download link by email

Buy now, $35

Who it is for

Roommates, couples and families who share costs and plan for the holidays.

Why it is different

  • Priced below buying the products one by one.
  • Everything in one download, each product in its own folder.
  • None of it gives financial, tax or legal advice.

What is inside

  • Roommate Shared Expenses and Settle-Up Workbook. Everyone logs what they paid, and the workbook shows who owes whom.
  • Holiday and Gift Budget Tracker. Set the total first and see what is left before the holiday arrives.
  • Household Budget and Bill Calendar. Track what actually happened and see which bills land in which month.

Get it

Shared Living and Holidays Bundle

Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.

Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Planning aids that work with the figures you enter. Not financial, tax or legal advice. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.

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Call (908) 444-6373Buy $35