Could also sit and discuss the numbers more formally, but just not monthly. So quarterly or semi-annually or annually. Of course, if things seems to have gotten materially off track in the meantime, you can always find time to sit and discuss it.Thanks everyone for the responses so far. In reading your comments and reflecting on our experiences I am realizing that what were doing is working ok, but is antiquated. Full context - when we were first married we were both significantly in debt (DW student loans and my stupid credit card spending) and working the Dave Ramsey plan to get out of it. He stresses the "monthly budget meeting" in his plan and we have been doing that (or trying to do that) since we have been married. Now, in a different spot, I am realizing that the process we have is a little too rigid (more based upon my anxiety of never wanting to go back to that spot where we needed Dave) and now can be loosened up some. DW has been engaged with the finances, but the concept of the meeting I think is wearing her down. I appreciated the comment of "sounds pretty corporate" - that really struck with me and made me realize the formal meeting may no longer be needed on a monthly basis. We will try the informal conversations route this summer and see how it goes. Appreciate all your insights on making your finances work.
Be happy your spouse has interest in sitting and discussing numbers at all. With my DW, it is annually at most and even then the discussions don't last very long.
Statistics: Posted by MikeG62 — Fri May 03, 2024 8:20 am — Replies 49 — Views 4113