"State of the Household Report" & Similar Concepts to Update Spouse on Progress

This was an idea I stole from someone else on Reddit many years ago. But essentially I try to make a report every year for my spouse so she knows how things are going. She is a great saver and earner. Just doesn't understand the concepts of compound investing, SWR percentages, back-testing with historical data, doesn't have the interest in creating a detailed budget or analyzing it, etc. But she doesn't hate talking about money, likes to coupon/save money, and is interesting in understanding our "progress".

This is a sort of FBI style redacted version of what I provided this year.

State of the Household Report - 2025

  • Do you provide something similar for your spouse? How is it similar or different?
  • What could be done to make this idea better and provide better info for my spouse?