Budget Planner

To make it easier to plan for your future, it's a good idea to spend a few minutes looking at what you currently spend your money on. This way you can work out how much disposable income you have to save and invest.

Use this simple 'budget planner' to work out how much you have spare every month.

Name    
 
Monthly Income    
Your take home pay £
Your partner's take home pay £
Other Income £
Total income £
     
Monthly Expenses    
Day to Day Expenses    
Rent/Mortgage £
Council Tax/service charge £
Telephones/gas/electricity/water £
Food/clothing £
Alcohol/tobacco £
TV licence £
House Maintenance £
     
Leisure  
Recreation/entertainment £
Holiday/travel £
     
Travel & Car Expenses    
Travelcard/parking permits £
Petrol/car payments £
Car insurance/road tax £
Car Maintenance £
     
Children    
Child care £
Child maintenance £
Education/School Fees £
     
Insurance & Pension Premiums    
Home/Contents Insurance £
Life Assurance/critical illness/ Medical insurance £
Pension premiums £
     
Loans    
Loans/Hire Purchase payments £
Credit Cards/Store cards payments £
     
Miscellaneous    
Regular savings and investments £
Cash spending £
Other £
     
Total Expenses £
     
Disposable Income £