Click on the category on the left to open up the detailed spreadsheet. 

Income

Financial Commitments

Home / Utilities

Education / Health

Shopping / Transport

Entertainment / Eating out

Summary

Income


Frequency Amount Monthly amount Date
Your take-home pay $0
Your partner's take-home pay $0
Bonuses/overtime $0
Income from savings and investments $0
Centrelink benefits $0
Family benefit payments $0
Child support received $0
Other $0
Total $0

Financial commitments


Frequency Amount Monthly amount Date
Rent / Mortgage $0
Car loan repayments $0
Other load repayments $0
Credit card interest $0
Voluntary super contributions $0
Savings $0
Child support payments $0
Donations / Charity $0
Pocket money $0
$0
Total $0

Home


Frequency Amount Monthly amount Date
Council rates $0
Body Corporate fees $0
Home and contents insurance $0
Home maintenance and repairs $0
New furniture / Appliances $0
Other $0
Total $0

Utilities


Frequency Amount Monthly amount Date
Electricity $0
Gas $0
Water $0
Internet $0
Pay TV $0
Home phone $0
Mobile phone(s) $0
$0
Total $0

Education


Frequency Amount Monthly amount Date
School fees $0
Uni / TAFE $0
Childcare / Pre-school $0
School uniform $0
Sport, music, dance, etc $0
Excursions $0
Other $0
Total $0

Health


Frequency Amount Monthly amount Date
Private health insurance $0
Life insurance $0
Doctors $0
Dentists $0
Medicines / Pharmacy $0
Eyecare / Glasses $0
Vet $0
Natural Therapies $0
$0
Total $0

Shopping


Frequency Amount Monthly amount Date
Supermarket $0
Fruit / Veg $0
Baby products $0
Clothing / Shoes $0
Cosmetic / Toiletries $0
Hairdresser $0
Gifts and others $0
Other food and grocery $0
Markets $0
Health Food Store $0
Total $0

Transport


Frequency Amount Monthly amount Date
Car insurance $0
Car maintenance $0
Car rego / Licence $0
Petrol $0
Road tolls / Parking $0
Trains / Buses / Ferries $0
$0
Total $0

Entertainment


Frequency Amount Monthly amount Date
Holidays $0
Bars / Clubs $0
Other alcohol $0
Gym / Sporting membership $0
Cigarettes $0
Movies / Music $0
Hobbies $0
Yoga / Pilates $0
Festivals $0
Newspaper / Magazines $0
Celebrations $0
Other $0
Total $0

Eating out


Frequency Amount Monthly amount Date
Restaurants $0
Takeaway / Snacks $0
Bought lunches $0
Coffee / Tea $0
$0
Total $0

Budget position


Income


Income $0

Outgoings


Financial comm. $0
Home $0
Utilities $0
Education $0
Health $0
Shopping $0
Transport $0
Entertainment $0
Eating out $0

Balance


What's left (per month) $0

Next steps:


1. Review your spending plan to ensure you’ve captured your income and spending accurately.

2. Check that you’ve allocated an amount for savings.

3. Review your current expenses and see where you could cut back your spending.

4. Send your plan to your e-mail.

Optional

5. Print out your plan

6. Note down the dates that income is received and expenses are paid