The minimum both must know
All accounts and where they're held, recurring payments and how they're paid, insurance policies and where documents live, pension fund and 3a locations, and access arrangements (not shared passwords – proper authorisations).
From knowledge to shared practice
A monthly 15-minute money review together beats any document: both see the same numbers, decisions are joint, and the 'knowledge monopoly' dissolves naturally.
Shared visibility, built in
A shared budget hub gives both partners the same live picture – the protocol becomes a habit instead of a binder.
Track these costs in your own budget: create your free Swiss budget in BudgetHub – in English, with Swiss categories built in.