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 Salary (1) Salary (2) Casual/Part Time Family Allowance Interest (savings/investment) Dividends Other Total Income Expenditure Monthly A. Essential Expenditure Housing Mortgage Board Rent Other loan repayments Total Housing Utilities Water Electricity Gas Telephone Council rates Body corporate Other Total Utilities Transport Petrol License / registration Road service association Bus/train/ferry Parking fees Total Transport Maintenance Home maintenance/repairs Major improvements Gardens & fences Pest control Electrical & furniture replacement Swimming pool Other Total Maintenance Insurance Home Contents Personal (jewellery) Health (medical) Car/motorcycle Boat/caravan Life Income protection Other Total Insurance Yearly Monthly Yearly Yearly
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Monthly Food Groceries Meat/Poultry/Fish Fruit & vegetables Bread Milk Lunches Other Total Food Health & Medical Dentist Doctor Optometrist Chemist Chiropractor/physio Other Total Health & Medical Total A – Essential Expenditure
Yearly Education/Professional Union fees Subscriptions Course fees School uniforms Books/stationery School fees Special tuition (sport, music, dance lessons) Excursions Childcare Other Total Education/Professional
Monthly
Yearly
$0
$0
$0
$0
$0 $0
$0 $0
Monthly B. Lifestyle Expenditure Clothing & Grooming Work clothing Social clothing Sports clothing Footwear Hair care Make-up /toiletries Total Clothing Entertainment Movies & concerts Video hire CDs/DVDs Dinner Disco/clubs Other Total Entertainment Gifts/Donations Donations Birthday - gifts Christmas – gifts Christmas – other Weddings Special occasions Pocket money Other Total Gifts/donations
Yearly
Monthly
Yearly
Personal Alcohol Cigarettes Other Total Personal Hobbies & Sports Equipment maintenance Club membership Fees Magazines Equipment hire Other Total Hobbies & Sports Holiday / Travel Travel fares/fuel Accommodation Meals Sightseeing Other Total Holiday/Travel Pets Food Veterinarian fees Registrations Other Total Pets
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Total B – Lifestyle Expenditure
$0
$0
Monthly C. Repayments Car loan Credit Cards Store cards Personal loan Other Loans - Bank - Credit Unions - Building society - Finance company Other Equipment rental Other Total C - Repayments
Yearly D. Savings General Savings Superannuation Emergency Savings Special purpose savings Other Total D - Savings
Monthly
Yearly
$0
$0
$0
$0
TOTAL EXPENDITURE Total A – Essential Total B - Lifestyle Total C - Repayments Total D – Savings Total Expenditure Total Income minus Expenditure (Net Surplus/Deficiency)
Monthly $0 $0 $0 $0 $0 $0
Yearly $0 $0 $0 $0 $0 $0