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Personal Finance Revision 1.0

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Personal Finance Revision 1.0 Powered By Docstoc
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Date                          Items Based On Per Month    Expense
 18-May-2012                  Mobile Phone                    $50.00
                              Home Fixed Telephone Line       $30.00
Income            $5,000.00   Home Power Bill                $100.00
Overtime              $0.00   Home Water Bill                 $50.00
                              Home Monthly Mortgage        $1,200.00
Bouns (If any)                Broadband                       $50.00
                              Paid TV                         $30.00
Total Expense     $4,530.38   Income tax                   $1,250.00
                              Property Tax                   $100.00

 Net amount
   for use         $469.62
                                                                        Total
                                                                        2860
   Per day
  allowance         $15.65    Car Expense Per Month
                              Insurance Comprehensive        $150.00
                              Installment                    $500.00
                              Road Tax                        $50.00
Total Cash       $28,500.00   Maintenance                     $70.00
                              Petrol/Gasoline                $342.00
Safekeeping          $0.00    Parking Charges                $200.00
                                                                        Total
Total debt        $2,120.05                                             1312

Net Cash         $26,379.95   Insurance Per Month
                              Insurance A                    $150.00
Investment       $54,800.00

Total Asset      $81,179.95



                                                                        Total
                                                                       $150.00
Total Saving Percentage
        5.00%
Cash Saving Ratio             Savings Every Month
        2.00%                 Bank B                         $100.00
Insurance Saving Ratio
        3.00%

                                                                        Total
                                                                       $100.00

                              Donation
                              ComChest                         $8.88
                              NKF                              $6.00
                              WorldVision                     $90.00
                              Orange by NTUC                   $2.50
                              CDAC                             $1.00
                                                                        Total
                                                                       108.38
Investment
NA



             Total
              0


Others




             Total
             $0.00
                 Cash              Credit/Loan/Insurance
Cash on Hand            $500.00
                                   Credit Card A
Cash in Bank A        $5,000.00    Credit Card B
Cash in Bank B       $20,000.00    Credit Card C
Cash in Bank C        $3,000.00




Safekeeping


                                   Monthly Expenditure Pending

                                   Property Tax         $100.00      1
                                   Income Tax          $1,250.00     1


                                   Car Installment         $500.00   1
                                   Insurance A             $150.00   1

                                   Parking Charges         $120.05   1

Monthly Amount to be transferred
          to Bank C
           $270.00                 Total               $2,120.05
Asset/Investment   Total value   Units          Cost                Current Value Gain/Loss


Shares A             $6,000.00           1000              $5.00           $6.00    $1,000.00
Shares B            $20,000.00           5000              $3.00           $4.00    $5,000.00

Unit Trust A         $6,000.00           4000              $1.00           $1.50    $2,000.00
Unit Trust B        $10,800.00           6000              $1.20           $1.80    $3,600.00

Landbanking         $12,000.00             1           $10,000.00     $12,000.00    $2,000.00




Total:              $54,800.00                                                     $13,600.00


Deduction Date

5th
6th


14th
16th

18th

				
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