Income Expenditure Sheet - Excel

Document Sample
Income Expenditure Sheet - Excel Powered By Docstoc
					RETIREMENT INCOME & EXPENDITURE SHEET                             £ per month


FIXED EXPENDITURE                              CLIENT   PARTNER       JOINT


   HOUSEHOLD        Council Tax
                    Buildings/contents ins.
                    Repairs/improvements
                    Gas/Electricity/Water
                    Telephone
                    Sub-total


       CAR          Insurance
                    Repairs/tax/MOT etc


     SAVINGS        Life assurance
                    Regular savings
                    Sub-total


VARIABLE            Food and drink
                    inc. alcohol and tobacco
                    Usual travel/fares
                    Clothing/footwear
                    Entertainment
                    Meals out
                    Visiting family
                    Holidays
                    Clubs/sports/hobbies
                    Presents
                    Miscellaneous
                    SUB-TOTAL
TOTAL EXPENDITURE
TOTAL NET INCOME
MONTHLY SURPLUS
OR SHORTFALL

Supplied by HelenK Financial Advice Ltd.

				
DOCUMENT INFO
Description: Income Expenditure Sheet document sample