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Budget Planner

Tags: Budget planner, planning, managing, manage, finances, money, worries, troubles, your, relationship, issues, work, household, expenditure, maintenance, partner, couple, advice, support monthly
Categories: Money

Some times our finances just seem to get a bit out of hand. Although we might know how much is coming in each month – what’s going out can be another story. Use this planner to see if your income and expenditure match up. Perhaps there are some things you could cut back on, or perhaps you could be saving a little more. This planner will help you get you finances in order so you can know exactly what you have to spend each month and where your hard earned pennies go!

Copy of budget planner (.pdf version)

MONTHLY INCOME

YEARLY INCOME

Category/Item

Essential

£ annually/ monthly

Non-essential

£ annually/ monthly

HOUSEHOLD

 

 

Mortgage / rent

 

 

Electricity

 

 

Gas

 

 

Telephone

 

 

Water rates

 

 

Groceries

 

 

Household maintenance

 

 

TV license

 

 

CAR EXPENSES

 

 

Fuel

 

 

Road tax

 

 

Car insurance

 

 

Servicing

 

 

Repairs

 

 

Rescue service

 

 

PERSONAL

 

 

Clothes

 

 

Shoes

 

 

Medical costs

 

 

Incidentals (hairdresser, dry cleaning)

 

 

HOLIDAYS & TRAVEL

 

 

Bus and train fares

 

 

Holidays

 

 

Days out

 

 

School trips

 

 

FINANCIAL

 

 

Hire purchase and lone repayments

 

 

Life insurance

 

 

Pensions

 

 

Other insurances

 

 

Savings

 

 

Buildings and contents insurance

 

 

ENTERTAINMENT

 

 

Cinema / video / theatre

 

 

Evenings out

 

 

CDs and music

 

 

Sport

 

 

Fitness classes

 

 

Hobbies

 

 

Club memberships

 

 

OTHER

 

 

Child care costs

 

 

Contributions / support for parents / family

 

 

TOTALS

 

 

 

Use the planner to think about:

  • How much do you spend? Are you spending more, breaking even, or do you have cash left at the end of each month?
  • Where are most of your outgoings, do you spend more than you should on clothes, or are you a take away addict? Are all your purchases essential?
  • Are there any surprises – it is shocking sometimes how much these things add up. How much is that gym membership, do you really need all those CDs?
  • Could you and you partner have a monthly budget? Talk about it together.
  This was of help to 0% of people  

Comments

  • Cc admin Flag

    Thank you for your comments on the budget planner –  we appreciate your feedback and suggestions. We will try to add a downloadable version of the planner in the near future.  In the meantime, if you have Microsoft Office Excel, you could copy the planner and paste it into an Excel document.
    Thank you also for your comments on the "Work it out" area. This section is where users have the possibility of making plans, using information and understanding gained from the "Check it out" and "Talk it out" sections. Should they wish to, users will also be able to set goals for their relationship and access exercises that help them to make changes and review their progress on a regular basis.
    In order to do this, a user would need to register so that we can provide them with resources that match their needs/interests; registration will also allow a user to create their own private Personal Space where they can personalize the resources they use on thecoupleconnection.net. If both a user and their partner decide to register on the site, they will be able to create their own private Couple Space where they can work together on their relationship.
     

    Wed 22, Oct 2008 at 2:42pm
  • User-anonymous Anonymous Flag

    we are struggling right now.things cost more and we are worried bout jobs so I tried the planner to get a grip on things. we fight over money more than anything else.Well I showed Joe the list and first he got angry he thought i was goin to have a go.But I said look why don't we each fill it out and compare. Tried to print it prints wierd.Can you make it come out on one page? Can I fill it in and keep it on computer to do again when things change like when I win lotterty!
    I looked at the work it out but i cant work that out either. Can you explain.
    marcia
     

    Fri 17, Oct 2008 at 4:45pm