Description

The Unifying Wallet Family Finance Workbook is a practical, automated Excel tool designed to help families manage their money with clarity and unity. Built to complement the Unifying Wallets book, this workbook allows couples to track income, monitor expenses, set SWIST financial goals, and measure progress over time—all in one place.

With simple, user-friendly dashboards and auto-calculations, it takes the guesswork out of budgeting and empowers families to stay aligned, reduce stress, and build a lasting financial legacy together. Whether you’re saving, investing, or paying off debt, this workbook keeps your whole family on track—smartly and simply.