Budget Calculator _xls_ - Announcer by babbian

VIEWS: 0 PAGES: 4

									Client Name:
Date:

Section A: Income after tax                                      Monthly


Your after tax income including Bonus & Commissions                        $0
Partner/ spouse after tax income including Bonus & Commissions             $0
Family payment                                                             $0
Child support received                                                     $0
Board money received                                                       $0
Other Income (after tax)                                                   $0
TOTAL INCOME                                                               $0

Section B: General Living Expenses                               Monthly


Housing                     Rent                                           $0
                            Electricity                                    $0
                            Heating oil                                    $0
                            Gas                                            $0
                            Water                                          $0
                            Mobile phone                                   $0
                            Internet and Cable TV                          $0
                            Telephone                                      $0
                            Council Rates                                  $0
                            Water rates                                    $0
                            House and contents insurance                   $0
                            House repairs                                  $0
                            Strata levies                                  $0
                            Home contents replacements                     $0
                            Other                                          $0
                                                                           $0

Personal                    Clothing                                       $0
                            Groceries                                      $0
                            Meat                                           $0
                            Fruit/Vegetables                               $0
                            Lunches                                        $0
                            Haircuts                                       $0
                            Grooming/cosmetics                             $0
                            Doctor                                         $0
                            Dentist                                        $0
                            Chemist                                        $0
                            Eye care and optometrist                       $0
                            Specialists/alternative therapies              $0
                            Pet and vet                                    $0
                            Self Education                                 $0
                            Donations/ other                               $0
                            Laundry/dry cleaning                           $0
                            Other                                          $0
                                                                           $0

Transport                   Petrol                                         $0
                            Repairs                                        $0
                            Registration                                   $0
                            Fines                                          $0
                            Insurance                                      $0
                            Licence                                        $0
                            Public Transport/Taxis                         $0
                            Other                                          $0
                                                                           $0
Entertainment                Holidays/Travel                     $0
                             Take Away/Restaurants               $0
                             Sport                               $0
                             Club fees                           $0
                             Newspapers and Magazines            $0
                             Gifts                               $0
                             Gambling/other                      $0
                             Entertainment                       $0
                             Drinks alcoholic                    $0
                             Cigarettes/Tobacco                  $0
                             DVDs/Videos/Movies                  $0
                             Other                               $0
                                                                 $0

Dependants                   School Fees                         $0
                             School Uniforms                     $0
                             School excursions                   $0
                             Tutoring/Books                      $0
                             Sports/out of school activities     $0
                             Pre-school                          $0
                             Child minding                       $0
                             Child Maintenance                   $0
                             Pocket money - children             $0
                             Other                               $0
                                                                 $0

Loans                        Home loan                           $0
                             Credit Cards                        $0
                             Personal loans                      $0
                             Car Loans/ Hire purchase            $0
                             Store cards/ accounts               $0
                             Finance Companies                   $0
                             Other                               $0
                                                                 $0

Insurance                    Health insurance                    $0
                             Life Insurance                      $0
                             Total & Permanent Disability        $0
                             Income Protection                   $0
                             Trauma                              $0
                             Other                               $0
                                                                 $0



Your bottom line
Your after tax income (from section A)                           $0
Less your general expenses (from section B)                      $0



Equals (Investment Budget)                                       $0




 Please remember to send your advisor a copy when you are finished.
Housing             0
Personal            0
Transport           0   Cash Flow Breakup
Entertainment       0
                              Personal
                              Dependants
                             Investment
                               Loans
                             Insurance Budget
                               Entertainment
                              Housing
                                  Transport
Dependants          0
                                  0%
                                 0% 0%
                                0% 0%
Loans               0
Insurance           0
Investment Budget   0
sh Flow Breakup
   Personal
   Dependants
  Investment
    Loans
  Insurance Budget
    Entertainment
   Housing
       Transport
       0%0%
          0%

								
To top