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Budget Planner Budget Planner Use this worksheet

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Budget Planner Budget Planner Use this worksheet Powered By Docstoc
					Budget Planner


Use this worksheet to identify your income and expenses before transferring
the major items to your Annual Budget Planner on the following page.

Income
                                    Monthly    Yearly
Salary (1)
Salary (2)
Casual/Part Time
Family Allowance
Interest (savings/investment)
Dividends
Other
Total Income                           $0        $0

Expenditure
                                    Monthly    Yearly                                        Monthly   Yearly
A. Essential Expenditure

Housing                                                 Maintenance
Mortgage                                                Home maintenance/repairs
Board                                                   Major improvements
Rent                                                    Gardens & fences
Other loan repayments                                   Pest control
Total Housing                          $0        $0     Electrical & furniture replacement
                                                        Swimming pool
Utilities                                               Other
Water                                                   Total Maintenance                      $0       $0
Electricity
Gas                                                     Insurance
Telephone                                               Home
Council rates                                           Contents
Body corporate                                          Personal (jewellery)
Other                                                   Health (medical)
Total Utilities                        $0        $0     Car/motorcycle
                                                        Boat/caravan
Transport                                               Life
Petrol                                                  Income protection
License / registration                                  Other
Road service association                                Total Insurance                        $0       $0
Bus/train/ferry
Parking fees
Total Transport                        $0        $0
                                  Monthly   Yearly                                    Monthly   Yearly
Food                                                 Education/Professional
Groceries                                            Union fees
Meat/Poultry/Fish                                    Subscriptions
Fruit & vegetables                                   Course fees
Bread                                                School uniforms
Milk                                                 Books/stationery
Lunches                                              School fees
                                                     Special tuition (sport, music,
Other                                                dance lessons)
Total Food                          $0       $0      Excursions
                                                     Childcare
Health & Medical                                     Other
Dentist                                              Total Education/Professional       $0       $0
Doctor
Optometrist
Chemist
Chiropractor/physio
Other
Total Health & Medical              $0       $0

Total A – Essential Expenditure     $0       $0
                                  Monthly   Yearly                            Monthly   Yearly
B. Lifestyle Expenditure

Clothing & Grooming                                  Personal
Work clothing                                        Alcohol
Social clothing                                      Cigarettes
Sports clothing                                      Other
Footwear                                             Total Personal             $0       $0
Hair care
Make-up /toiletries                                  Hobbies & Sports
Total Clothing                      $0       $0      Equipment maintenance
                                                     Club membership
Entertainment                                        Fees
Movies & concerts                                    Magazines
Video hire                                           Equipment hire
CDs/DVDs                                             Other
Dinner                                               Total Hobbies & Sports     $0       $0
Disco/clubs
Other                                                Holiday / Travel
Total Entertainment                 $0       $0      Travel fares/fuel
                                                     Accommodation
Gifts/Donations                                      Meals
Donations                                            Sightseeing
Birthday - gifts                                     Other
Christmas – gifts                                    Total Holiday/Travel       $0       $0
Christmas – other
Weddings                                             Pets
Special occasions                                    Food
Pocket money                                         Veterinarian fees
Other                                                Registrations
Total Gifts/donations               $0       $0      Other
                                                     Total Pets                 $0       $0

Total B – Lifestyle Expenditure     $0       $0
                                 Monthly   Yearly                             Monthly   Yearly
C. Repayments                                       D. Savings
Car loan                                            General Savings
Credit Cards                                        Superannuation
Store cards                                         Emergency Savings
Personal loan                                       Special purpose savings
Other Loans                                         Other
- Bank                                              Total D - Savings           $0       $0
- Credit Unions
- Building society
- Finance company
Other
Equipment rental
Other
Total C - Repayments               $0       $0


TOTAL EXPENDITURE                Monthly   Yearly
Total A – Essential                $0        $0

Total B - Lifestyle                $0       $0

Total C - Repayments               $0       $0

Total D – Savings                  $0       $0

Total Expenditure                  $0       $0

Total Income minus Expenditure     $0       $0
(Net Surplus/Deficiency)

				
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posted:6/1/2012
language:English
pages:15