Money Date

What is a Money Date?

A Money Date is a short check-in you schedule once a month to look at your money system and make sure it is still working. In Priceless Tay's method, it is the "Run it" step: after you start the First Fix for your Money Type, the monthly Money Date keeps that fix going without relying on willpower. You can hold one alone or with a partner.

Key takeaways

• A Money Date is a short, regular monthly check-in on your money.
• It keeps your First Fix and money system running without constant effort.
• Couples can use it as one shared time to look at money together, without needing a joint budget first.
• Keep it simple: one change and one rule to check next month is enough.

How a Money Date works

The Priceless Tay method has four steps. Know it: find your Money Type. Fix it: start the First Fix for that type. Run it: set up a simple money system and check in once a month on a Money Date. Grow it: with the system running on its own, extra money goes into investing.

The Money Date is what makes the third step stick. A new habit tends to fade once life gets busy. A standing monthly appointment gives you one short, predictable moment to see whether the fix happened, adjust it, and pick up again if it slipped.

For couples, the site suggests keeping the first Money Date simple:

1. Each person names their Money Type, or takes the quiz first.
2. Each person picks one change that matches their own type.
3. Agree on one shared rule, like a fun number or a safe floor, and check it next month.

One change each is enough. The goal is building a system together, not winning an argument.

Here is a hypothetical example with round numbers. A couple sits down on the first Sunday of the month. One is a Spender and picks Sleep on It: anything unplanned waits one night. The other is a Saver and picks Put It to Work, moving one amount above their safe number into a high-yield savings account. Their shared rule is a $200 monthly fun number each. The next month, they spend a few minutes checking only those three things.

Why it matters for your Money Type

The Spender Money Type describes someone whose money moves faster than the system around it. Spending feels easy in the moment, and later the account asks where it went.

The Spender First Fix is Sleep on It: wait one night before any purchase you did not plan for. The Best rung goes further: set a monthly fun-money amount, spend it guilt-free, and sleep on anything over it. A monthly amount needs a monthly moment, and the Money Date is it. That is where the number gets set, and where you check whether the pause is working.

Other types use the same check-in differently. A Scrambler can confirm that bills went out first on payday. A Saver can check whether money moved above the safe number. A Strategist can check whether a raise was saved before spending caught up. Find your type on the Money Types hub or with the Money Type quiz.

Common questions

How often should you have a Money Date?

Once a month. It is meant to be short and regular, a standing check-in rather than a long budgeting session.

Do I need a partner for a Money Date?

No. You can hold one on your own to check your system. For couples, it becomes one short, regular time to look at money together.

Do we need a joint budget before our first Money Date?

No. You need one short, regular time to look at money together. Start with each person's Money Type, one change each, and one shared rule to check next month.

What should we check on a Money Date?

Start with your First Fix and any shared rule you agreed on, such as a fun number or a safe floor. Keeping the list short makes it easier to show up next month.