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Budget Planner WorksheetWork your way through each item on the planner – adding any additional items that may be applicable to your situation. Make sure you include every item that relates to you and add in any item of expenditure that you may have that is not listed. Complete which columns you find useful – start with an annual figure and then break the figure down to either monthly, fortnightly or weekly figure whichever is most useful for you.
Annual Monthly Fortnightly Weekly
INCOME Wage 1 Wage 2 Investment Other EXPENSES UTILITIES Property rates Water rates Electricity Gas/oil Telephone
Mobile phone
Internet Pay TV Home Security Home Maintenance Body corporate Other LIVING EXPENSES Rent Home loan Groceries Eating out Takeaway food Alcohol Newspapers/ Magazines Clothing/shoes Cosmetics Hairdresser Dry cleaning Lotto/Gambling Gifts Donations Pets Pocket money Sporting fees Sport equipment Recreation Hobbies Entertainment Day care Chemist Health insurance Medical Other EDUCATION School fees Books Uniform Transport Activities Other MOTOR VEHICLE Loan repayments Fuel Registration Insurance Public transport Parking Other INSURANCE Home Contents Life Superannuation Income protection Personal injury Other TOTALS If you own investment property – simply print another sheet for the investment property and add the figures. Click here to go back to budget planner |
