Shared Finances Setup • One-time package

NabbitIt™ Shared Finances Setup

Two financial lives. One organized plan.

Combining finances is a big step, whether you just got married, are moving in together, have been married for years, or simply decided it is time to organize your money as a household.

The NabbitIt™ Shared Finances Setup helps you bring your accounts, bills, income, and financial responsibilities together in a way that works for both of you.

This is not financial planning and we are not here to tell you how you should manage your money. Your Nabbit helps you understand what you each have today, decide how you want things organized, and put the bookkeeping structure in place.

Your Shared Finances Setup includes:

• A joint onboarding session with your Nabbit
• Review of each person's current checking, savings, and credit card accounts
• Review of household income, recurring bills, and regular expenses
• Identification of shared expenses and individual expenses
• Help deciding which accounts will remain individual and which will be used for shared household finances
• Organization of your household bills and recurring expenses
• Help creating a clear system for who pays what and from which account
• Setup of your shared household bookkeeping structure
• Review of automatic payments and recurring subscriptions
• A clear summary of your new household financial setup
• Recommendations for what should be organized next, without providing investment, tax, or financial planning advice

You do not have to combine everything

There is no single right way for couples to manage money.

You might choose:

• Fully combined finances
• Separate personal accounts plus one shared household account
• Mostly separate finances with shared bills
• Another structure that works better for your household

Your Nabbit helps organize the system you choose.

Who is this for?

Shared Finances Setup can be helpful if you are:

• Newly married
• Engaged and preparing to combine finances
• Moving in together
• Combining finances after being together for years
• Remarrying and bringing two established financial lives together
• Trying to reorganize finances that became messy over time
• Keeping some money separate while creating a shared household system

What happens after your setup?

Your Shared Finances Setup is a one-time service. You do not have to enroll in ongoing bookkeeping.

If you would rather have someone continue keeping your household finances organized month after month, your Nabbit can also walk you through NabbitIt™ Personal Bookkeeping.

NabbitIt™ provides bookkeeping and financial organization services. We do not provide tax, legal, investment, relationship, or financial planning advice.