personal budget template

PERSONAL BUDGET SHEET Name: ______________________________________________ Number of people in my household _______ Priority debts Balance Owed Monthly offer of repayment STEP 1 Wages/salary Wages/salary (partner) Job Seeker’s Allowance Income Support/Pension Credit Income STEP 4 Mortgage arrears ■ Second mortgage arrears Rent arrears ■ Council Tax/Community charge arrears Fuel debts: Gas Electricity Other Court fine arrears Maintenance arrears Hire Purchase arrears Other 1 __________ 2 __________ Total priority debts repayment BOX D Tax Credit Retirement/Works Pension Child Benefit Incapacity Benefit Maintenance Non-dependent contributions Other £ Total income BOX A ■■,■■■.■■ Outgoings STEP 2 Mortgage Mortgage endowment policy Second mortgage Rent Council tax/water charge Fee duty/service charge Buildings/contents insurance Life insurance/pension Gas Electricity £ ■■,■■■.■■ STEP 5 Money for creditors Total priority debts Repayment BOX C less BOX D £ Money for credit debts BOX E ■■,■■■.■■ Credit Debts STEP 6 Other fuel Housekeeping ■ TV rental/licence Court fines ■ Maintenance payments Hire purchase vehicle ■ Travelling expenses ■ School meals/meals at work Clothing Laundry Telephone/Mobile Phone Prescriptions/health costs Childminding Creditor ■ 1 ________________ 2 ________________ 3 ________________ 4 ________________ 5 ________________ 6 ________________ 7 ________________ 8 ________________ 9 ________________ Balance owed ■ Monthly offer of repayment Total owed BOX F ■ Total monthly repayment BOX E Other ■ 1 2 3 £ ■■,■■■.■■ £■■,■■■.■■ £ This is an accurate record of my financial position on Signed: Total income BOX B ■■,■■■.■■ STEP 3 Total income BOX A Less Total outgoings BOX B Money for creditors BOX C £ ■■,■■■.■■

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