MONTHLY BUDGET PLANNER
CLIENT 1 - Full name
CLIENT 2 - Full Name
Monthly Net Income (After Tax) Client 1
Monthly Net Income (After Tax) Client 2
Other Income (2nd job,etc)
TOTAL NET INCOME
Are you a first time buyer?
Yes
No
EXPENDITURE
Rows
CURRENT
FUTURE
Current Mortgage/Rent/Board
Council Tax
Utilities - Gas
Utilities - Electric
Water (n/a Scotland)
Telephone - mobile & landline
Food/Toiletries
Car/Travel (Fuel, Tax, Insurance, Fares etc)
Mortgage Protection (current only)
Income & Family Protection (current only)
Personal Loans
Credit Cards
Maintenance/Alimony Payments
Private Pension (own contributions)
Buildings/Contents Insurance (current only)
Savings/Investments
Nursery/School/College
TV/Satellite/Internet/Broadband
Sundries (Coffees, magazines, etc)
Clothing
Services Charges & Ground Rent
Socialising / Entertainment
Club & Subscription Fees
Repairs/Decoration
Holidays
Other
TOTAL EXPENDITURE
TOTAL NET INCOME
DISPOSABLE INCOME
Total Expenditure as Percentage of Net income *
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