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Personal Weekly/Monthly Budget Planner
This form has been compiled to assist you in working out your commitments.
Simply put down your weekly/monthly/quarterly or annual expenditure items and work out the
monthly or weekly equivalent from there.
If known, enter your net pension, deduct your expenditure and the difference is your total surplus
or shortfall in income each week or month. If you have a
shortfall, then this is the amount of income your Capital must produce.
Annual Quarterly Monthly Weekly
Mortgage / Rent
Council Tax / Water rates
Property / Contents Insurance
Life Insurance
Hire Purchase
Personal Loans / Access etc
Coal / Oil / Gas/ Heating
Electricity
Telephone
Car Tax / Insurance
Petrol / Servicing / Oil
TV Licence / Rental / Sky
School Expenses
Fares
Clothing / Shoes
Housekeeping / Food / Drink
Club Subscriptions
Newspapers / Magazines
Holidays / Expenses
Christmas
Other Expense
Other Expense
Other Expense
Total Expenditure ( A )
Net Income ( B )
Shortfall in Income ( A ) - ( B )