Downloadable Money Checklists

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Stay organized with our library of helpful tips, checklists, and planners.


Get Out of Debt
Before you make major purchases as a couple, clear up any financial glitches you have. These 10 steps may not be sexy, but you'll get in the black again -- and start planning for that room reno or trip to Aruba.

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Changing Your Name
Legally changing your name may rank up there with rearranging your new hubby's boxer brief collection (can we say snore?), but if you get this done in the first six months of marriage, it'll make life a lot easier.

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Document Tracker
Online banking? You bet. E-tickets for air travel? Definitely. A paperless society? Not so fast. Keep all vital stats from your important papers here and put the originals in a safe spot.

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Joint Accounts
Fill out all the financial info below, then figure out which accounts you want to keep and which ones you want to merge. Circle the keepers and cancel the others. Use the second sheet to keep track of your updated info.

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Merge Your Money
So you've finally joined your pads together. What's next? Well, it's about time to figure out all the details when combining your dough. Use this checklist to sort out all the specifics.

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-- The Nest Editors

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