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Personal Budget Planner - Excel by ramhood1

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									                                                                                                                                                                   James Z. Harman Dip. F.S.
                                                                                                                                                              Authorised Representative 267656
                                                                                                                                             AAA Financial Intelligence Ltd ABN 23 093 616 445 AFSL No. 312478
                                                                                                                                                    8/320 Main South Head Road, Morphett Vale SA 5162



Your Personal Budget Planner
                                                                 Jan      Feb      Mar      Apr      May      Jun          Jul      Aug          Sep          Oct          Nov          Dec         TOTAL
A. Income
                       Salary,wages, fees, bonuses                                                                                                                                                      0.00
                       Commission                                                                                                                                                                       0.00
                       Investment income (interest, dividends)                                                                                                                                          0.00
                       Government pensions & allowances
                       Superannuation pensions & annuities
                       Other allowances                                                                                                                                                                 0.00
                       Rent received                                                                                                                                                                    0.00
                       Other Income                                                                                                                                                                     0.00
TOTAL MONTHLY INCOME                                               0.00     0.00     0.00     0.00     0.00         0.00     0.00     0.00          0.00         0.00         0.00         0.00         0.00
B. Expenses
1. Living expenses
                       Rent/mortgage/board                                                                                                                                                              0.00
                       Other lease / loan repayments                                                                                                                                                    0.00
                       Credit/Dept. Store Card (s)                                                                                                                                                      0.00
                       Interest payments                                                                                                                                                                0.00
                       Home maintenance                                                                                                                                                                 0.00
                       Home rates (council, water, etc)                                                                                                                                                 0.00
                       Phone(s) (rental, service & calls)                                                                                                                                               0.00
                       Utilities (electricity, gas, etc)                                                                                                                                                0.00
                       Food / groceries / household                                                                                                                                                     0.00
                       Medical & pharmaceutical                                                                                                                                                         0.00
                       Clothes                                                                                                                                                                          0.00
                       Education
                       Child care                                                                                                                                                                       0.00
                       Household purchases (eg. appliances)                                                                                                                                             0.00
                       Other                                                                                                                                                                            0.00
TOTAL LIVING EXPENSES                                              0.00     0.00     0.00     0.00     0.00         0.00     0.00     0.00          0.00         0.00         0.00         0.00         0.00
2. Car / transport
                       Registration / maintenance / repairs                                                                                                                                             0.00
                       Fares                                                                                                                                                                            0.00
                       Fuel                                                                                                                                                                             0.00
                       Other                                                                                                                                                                            0.00
TOTAL CAR / TRANSPORT                                              0.00     0.00     0.00     0.00     0.00         0.00     0.00     0.00          0.00         0.00         0.00         0.00         0.00
3. Loans and credit cards
                       Lease payments                                                                                                                                                                   0.00
                       Credit/Dept Store Cards                                                                                                                                                          0.00
                       Home loan repayments                                                                                                                                                             0.00
                       Other Loan repayments                                                                                                                                                            0.00
TOTAL LOANS AND CREDIT CARDS                                       0.00     0.00     0.00     0.00     0.00         0.00     0.00     0.00          0.00         0.00         0.00         0.00         0.00
4. Insurance & Superannuation
                       Life / income continuance / trauma                                                                                                                                               0.00
                       Health                                                                                                                                                                           0.00
                       Superannuation                                                                                                                                                                   0.00
                        Home & contents                                                                                                            0.00
                        Car                                                                                                                        0.00
                        Business                                                                                                                   0.00
                        Other (Boat / Caravan / Trailer)                                                                                           0.00
TOTAL INSURANCE & SUPERANNUATION                               0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00
5. Leisure / entertainment
                        Holidays                                                                                                                   0.00
                        Restaurants / theatre etc                                                                                                  0.00
                        Sports / hobbies / memberships                                                                                             0.00
                        Newspapers / magazines / books / CDs                                                                                       0.00
                        Other                                                                                                                      0.00
TOTAL LEISURE / ENTERTAINMENT                                  0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00
6. Taxes, fees and charges
                        Fees and duties                                                                                                            0.00
                        Overdraft fees                                                                                                             0.00
                        Outstanding taxation                                                                                                       0.00
                        Tax on investments                                                                                                         0.00
                        Tax on income (PAYE, PAYG, etc)                                                                                            0.00
                        Other                                                                                                                      0.00
TOTAL TAXES, FEES AND CHARGES                                  0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00
7. Other
                        Professional subscriptions                                                                                                 0.00
                        Charitable donations                                                                                                       0.00
                        Other                                                                                                                      0.00
TOTAL OTHER                                                    0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00
TOTAL EXPENSES                                                 0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00


SURPLUS or DEFICIENCY (Income minus Expenses)                  0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00   0.00


SUMMARY FOR THE YEAR
                        Total income                           0.00
                        less Total expenses                    0.00

Surplus or deficiency                                          0.00
                                                                      For information on creation and protection of wealth:
                                                                      AAA Shares & Investments Ltd
                                                                      Phone: 03 9690 4622 Fax: 03 9690 4922
                                                                      Email: invest@aaashares.com.au
                                                                      8/230 Main South Road
                                                                      PO Box 763
                                                                      Morphett Vale SA 5162




Your Personal Financial Position
Your Net Assets
A. Assets
             Cash                            Cheque account
                                             Savings account
                                             Other account
                                             Term deposits
                                             Other
                                                                      TOTAL CASH                                      0.00


             Personal property               Motor vehicle(s)
                                             Trailer / boat / caravan
                                             Furniture / contents
                                             Jewellery
                                             Art / antiques
                                             Clothing
                                             Other
                                                                      TOTAL PERSONAL PROPERTY                         0.00


             Superannuation                  Preserved
                                             Unpreserved
                                                                      TOTAL SUPERANNUATION                            0.00


             Real estate                     Family home
                                             Holiday home
                                             Investment Property
                                             Other
                                                                      TOTAL REAL ESTATE                               0.00


             Other investments               Fixed interest investments
                                             Shares
                                             Managed investments
                                             Other
                                                                      TOTAL OTHER INVESTMENTS                         0.00


             Other assets                    Money owed to you
                                             Surrender value of Life Insurance
                                             Other
                                                                      TOTAL OTHER ASSETS                              0.00


TOTAL ASSETS                                                                                                          0.00


B. Liabilities
             Finance                         Credit card balance
                                             Retail store cards balance
                                             Overdraft
                                             Other
                                                                      TOTAL FINANCE                                   0.00


             Loans                           Home Mortgage
                                             Investment Loan
                                             Other Loans
                                             Outstanding taxation
                                             Other liabilities
                                                                      TOTAL LOANS                                     0.00


             Total liabilities


TOTAL LIABILITIES                                                                                                     0.00


TOTAL NET WORTH (Assets minus Liabilities)                                                                            0.00




Your Net Income
A. Income                                                                                                 (average monthly)
                                             Salary, wages, fees, bonuses
                                             Commission
                                             Investment income (interest, dividends)
                                             Government pensions & allowances
                                             Superannuation pesions & annuities
                                             Other Allowances
                                             Rent received (net of expenses)
                                             Other income


TOTAL INCOME                                                                                                          0.00


B. Expenses
             Living Expenses                 Rent / mortgage / board
                                             Other lease / loan repayments
                                             Credit / Dept. store card(s)
                                             Home maintenance
                                             Home rates (council, water, etc.)
                                             Phone(s) (rental, service & calls)
                                             Utilities (electricity, gas, etc.)
                                             Food / groceries / household
                                             Medical & pharmaceutical
                                             Clothes
                                             Education
                                             Child care
                                             Household purchases (eg. appliances)
                                             Other
                                                                      TOTAL LIVING                                    0.00


             Car / transport                 Registration / maintenance / repairs
                                             Fares
                                             Fuel
                                             Other
                                                                      TOTAL CAR / TRANSPORT                           0.00


             Loans & credit cards            Lease payments
                                             Credit / Dept. store cards
                                             Home loan repayments
                                             Other loan repayments
                                                                      TOTAL LOANS & CREDIT CARDS                      0.00


             Insurance & superannuation      Life / income continuance / trauma
                                             Health
                                             Superannuation
                                             Home & contents
                                             Car
                                             Business
                                             Other (boat / caravan / trailer etc.)
                                                                      TOTAL INSURANCE & SUPER                         0.00


             Leisure / entertainment         Holidays
                                             Restaurants / theatre etc.
                                             Sports / hobbies / memberships
                                             Newspapers / magazines / books / CDs
                                             Other
                                                                      TOTAL LEISURE / ENTERTAINMENT                   0.00


             Taxes, fees and charges         Fees and duties
                                             Overdraft fees
                                             Outstanding taxation
                                             Tax on investments
                                             Tax on income (PAYG etc.)
                                             Other
                                                                      TOTAL TAXES, FEES & CHARGES                     0.00


             Other                           Professional subscriptions
                                             Charitable Donations
                                             Other
                                                                      TOTAL OTHER                                     0.00


TOTAL EXPENSES                                                                                                        0.00


NET INCOME (Income minus Expenses)                                                                                    0.00

								
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