BUDGET PLANNER
Date Client Name
____________________ _______________________________
Comments
Monthly Income
Client 1 Salary/ Wage (NET-after tax) Overtime, Bonuses and Commissions Business Income Super Pension Income From Investments Rental Income Family Trust Distributions Maintenance Payments Annuity Income Benefits e.g. Centrelink/ Pensions Work Compensation Payments Future Income e.g. Inheritance Other Total Monthly Total Yearly Joint Income Frequency Comments Client 2 Total Income Total Expenses Total Surplus Funds
Expenses
Budget Household Expenses Mortgage/Rent Repairs Gas/Water/Electricity Telephone/Mobile Phone Rates Body Corp Fees Internet Pay TV Rates/ Taxes Furniture Appliances Groceries Gardening/Pool Care SUB TOTAL Education Expenses School Fees University/TAFE/HECS Tuition Books & Uniforms Camps/Excursions Outside school activities i.e. dancing/footy etc SUB TOTAL Monthly Yearly Budget Debt Payments Mortgage Credit Cards Personal Loan Car Loan Store Cards Interest Free Finance Lay-bys SUB TOTAL Transport Expenses Car Registration Fuel Parking Repairs/Maintenance Public Transport SUB TOTAL Medical Expenses Doctor Medicine/Pharmacy Other Health Care Dentist SUB TOTAL Personal Expenses Clothes and shoes Hair and Beauty SUB TOTAL TOTAL EXPENSES TOTAL INCOME Monthly Yearly Budget Insurance Home and Contents Car Health Life Income Protection SUB TOTAL Other Expenses Child Care Child Support Donations Subscriptions Newspapers/magazines Movies & DVD’s Restaurant/Takeaway Alcohol & cigarettes Pet Food Other pet costs Gifts B’day/Xmas SUB TOTAL
TOTAL SURPLUS