Budget-planner.xls
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Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Results
Summary
HOW TO USE
Show results
Programs § you can save Excel file to your own computer § you need Microsoft Office 2003 or higher (Excel)
Income Income Total income:
Customising § you can choose how often you receive income or pay expenses using the dropdown list in the frequency column § you can customise the labels in the spreadsheet to better suit your needs by renaming existing fields NOTE: Altering the budget planner (eg. adding rows/columns) may result in incorrect outputs
Feedback We welcome all feedback. Send feedback via the website form (www.moneysmart.gov.au/feedback) or use the feedback options on the Budget Planner webpage
Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
This original version of this budget planner is published on www.moneysmart.gov.au and is subject to copyright.
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
[Version: 2.01 - Sept 2013]
Source: www.moneysmart.gov.au
Page 1
Budget planner Income
Financial commitments
Home / utilities
Education / health Shopping / transport
Entertainment / eating out
Income
Results
Summary Show results
Frequency Your take-home pay Your partner's take-home pay
Monthly
Bonuses/overtime Income from savings and investments
Annually
Centrelink benefits Family benefit payments
Fortnightly
Child support received Other
Monthly
Fortnightly
Amount $0 $0
Monthly amount $0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0 Total
$0 $0 $0
Annually
Fortnightly
Monthly
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 2
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Financial Commitments
Results
Summary Show results
Frequency Rent / Mortgage Car loan repayments
Weekly
Other loan repayments Credit card interest
Monthly
Monthly
Amount $0 $0
Monthly amount $0 $0
$0 $0
$0 $0
Monthly
Voluntary super contributions Savings
Fortnightly
Child support payments Donations / Charity
Monthly
Pocket money Type in your own expense
Weekly
Fortnightly
Monthly
Monthly
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0 Total
$0 $0 $0
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 3
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Home Quarterly Quarterly Monthly Annually Annually Monthly
Utilities Electricity Gas Water Internet Pay TV Home phone Mobile phone(s) Type in your own expense
Summary Show results
Frequency Council rates Body Corporate fees Home and contents insurance Home maintenance and repairs New furniture / Appliances Other
Results
Quarterly Quarterly Quarterly Monthly Monthly Monthly Monthly Monthly
Amount $0 $0 $0 $0 $0 $0 Total
Monthly amount $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 Total
$0 $0 $0 $0 $0 $0 $0 $0 $0
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 4
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Education Annually Annually Weekly Annually Annually Monthly Monthly
Amount $0 $0 $0 $0 $0 $0 $0 Total
Monthly amount $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 Total
$0 $0 $0 $0 $0 $0 $0 $0 $0
Health Private health insurance Life insurance Doctors Dentists Medicines / Pharmacy Eyecare / Glasses Vet Type in your own expense
Summary Show results
Frequency School fees Uni / TAFE Childcare / Pre-school School uniforms Sport, music, dance, etc Excursions Other
Results
Monthly Monthly Annually Annually Annually Annually Annually Monthly
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 5
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Shopping Weekly Weekly Weekly Monthly Monthly Quarterly Monthly Weekly
Amount $0 $0 $0 $0 $0 $0 $0 $0 Total
Monthly amount $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 Total
$0 $0 $0 $0 $0 $0 $0 $0
Transport Car insurance Car maintenance Car rego / Licence Petrol Road tolls / Parking Trains / Buses / Ferries Type in your own expense
Summary Show results
Frequency Supermarket Fruit / Veg Baby products Clothing / Shoes Cosmetics / Toiletries Hairdresser Gifts and others Other food and grocery
Results
Annually Annually Annually Fortnightly Monthly Weekly Monthly
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 6
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Entertainment Annually Weekly Weekly Monthly Weekly Fortnightly Fortnightly Weekly Annually Monthly
Amount $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Total
Monthly amount $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 Total
$0 $0 $0 $0 $0 $0
Eating out Restaurants Takeaway / Snacks Bought lunches Coffee / Tea Type in your own expense
Summary Show results
Frequency Holidays Bars / Clubs Other alcohol Gym / Sporting membership Cigarettes Movies / Music Hobbies Newspaper / Magazines Celebrations Other
Results
Monthly Weekly Weekly Weekly Monthly
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 7
A
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Results
Summary Show results
Summary Your budget position:
Income Income
You are spending what you earn. Your life would be less stressful if you saved a little for a rainy day.
Total income:
Your spending breakdown Financial commitments Home / Utilities Education / Health Shopping / Transport Entertainment / Eating out
Spending breakdown Financial commitment
0
Home / Utilities
0
Education / Health
0
Shopping / Transport
0
Entertainment / Eatin
0
Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
Next steps: 1) Work back through the budget planner to see where you could cut down on spending. 2) If you feel like your debts are out of control, check out the 'Managing my money' section. 3) Print your plan.
Total outgoings:
What's left:
$0
$0 per month
Source: www.moneysmart.gov.au
Page 8
Budget planner Summary Summary
Monthly amount
Total income:
$0
Total outgoings:
$0
What's left:
$0
Your budget position: You are spending what you earn. Your life would be less stressful if you saved a little for a rainy day.
Your spending breakdown Your spending breakdown
Financial commitments Home / Utilities Education / Health Shopping / Transport Entertainment / Eating out
Monthly amount
$0 $0 $0 $0 $0
Spending breakdown
Financial commitments
$0
Home / Utilities
$0
Education / Health
$0
Shopping / Transport
$0
Entertainment / Eating out
$0
Next steps: 1) Work back through the budget planner to see where could you cut down on spending. 2) If you feel like your debts are out of control, check out the 'Managing my money' section. 3) Print your plan.
Budget planner Your detailed budget Income Your take-home pay Your partner's take-home pay Bonuses/overtime Income from savings and investments
Frequency
Child support received
Monthly
Other
Monthly Frequency
Rent / Mortgage
Weekly
Car loan repayments
Monthly
Other loan repayments
Monthly Fortnightly
Savings
Fortnightly
Child support payments
Monthly
Donations / Charity
Monthly
Pocket money
Weekly
Type in your own expense
Monthly Frequency
Council rates
Quarterly
Body Corporate fees
Quarterly Annually
New furniture / Appliances
Annually Quarterly
Gas
Quarterly
Water
Quarterly
Internet
Monthly
Pay TV
Monthly
Home phone
Monthly
Mobile phone(s)
Monthly
Type in your own expense
Monthly Frequency
School fees
Annually
Uni / TAFE
Annually Weekly
School uniforms
Annually
Sport, music, dance, etc
Annually
Excursions
Monthly
Other
Monthly
Private health insurance
Monthly
Life insurance
Monthly amount
Monthly
Electricity
Childcare / Pre-school
Amount
Monthly
Home maintenance and repairs
Education / Health
Monthly amount
Monthly
Voluntary super contributions
Other
Amount
Annually Fortnightly
Home and contents insurance
Monthly amount
Annually
Family benefit payments
Home / Utilities
Amount
Monthly
Fortnightly
Credit card interest
Monthly amount
Fortnightly
Centrelink benefits
Financial Commitments
Amount
Monthly
Doctors
Annually
Dentists
Annually
Medicines / Pharmacy
Annually
Notes
Budget planner Eyecare / Glasses
Annually
Vet
Annually
Type in your own expense
Shopping / Transport
Monthly Frequency
Supermarket
Weekly
Fruit / Veg
Weekly
Baby products
Weekly
Clothing / Shoes
Monthly
Cosmetics / Toiletries
Monthly
Hairdresser
Monthly
Other food and grocery
Weekly
Car insurance
Annually
Car maintenance
Annually
Car rego / Licence
Annually Monthly
Trains / Buses / Ferries
Weekly
Type in your own expense
Monthly
Holidays
Frequency Annually
Bars / Clubs
Weekly
Other alcohol
Weekly
Gym / Sporting membership
Monthly
Cigarettes
Weekly
Movies / Music
Fortnightly
Hobbies
Fortnightly
Newspaper / Magazines Celebrations
Weekly Annually
Other
Monthly
Restaurants
Monthly
Takeaway / Snacks
Weekly
Bought lunches
Weekly
Coffee / Tea
Weekly
Type in your own expense
Monthly
Notes
Amount
Monthly amount
Fortnightly
Road tolls / Parking
Entertainment / Eating out
Monthly amount
Quarterly
Gifts and others
Petrol
Amount
Notes
Budget planner
Source: www.moneysmart.gov.au
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Results
Summary
HOW TO USE
Show results
Programs § you can save Excel file to your own computer § you need Microsoft Office 2003 or higher (Excel)
Income Income Total income:
Customising § you can choose how often you receive income or pay expenses using the dropdown list in the frequency column § you can customise the labels in the spreadsheet to better suit your needs by renaming existing fields NOTE: Altering the budget planner (eg. adding rows/columns) may result in incorrect outputs
Feedback We welcome all feedback. Send feedback via the website form (www.moneysmart.gov.au/feedback) or use the feedback options on the Budget Planner webpage
Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
This original version of this budget planner is published on www.moneysmart.gov.au and is subject to copyright.
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
[Version: 2.01 - Sept 2013]
Source: www.moneysmart.gov.au
Page 1
Budget planner Income
Financial commitments
Home / utilities
Education / health Shopping / transport
Entertainment / eating out
Income
Results
Summary Show results
Frequency Your take-home pay Your partner's take-home pay
Monthly
Bonuses/overtime Income from savings and investments
Annually
Centrelink benefits Family benefit payments
Fortnightly
Child support received Other
Monthly
Fortnightly
Amount $0 $0
Monthly amount $0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0 Total
$0 $0 $0
Annually
Fortnightly
Monthly
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 2
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Financial Commitments
Results
Summary Show results
Frequency Rent / Mortgage Car loan repayments
Weekly
Other loan repayments Credit card interest
Monthly
Monthly
Amount $0 $0
Monthly amount $0 $0
$0 $0
$0 $0
Monthly
Voluntary super contributions Savings
Fortnightly
Child support payments Donations / Charity
Monthly
Pocket money Type in your own expense
Weekly
Fortnightly
Monthly
Monthly
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0 Total
$0 $0 $0
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 3
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Home Quarterly Quarterly Monthly Annually Annually Monthly
Utilities Electricity Gas Water Internet Pay TV Home phone Mobile phone(s) Type in your own expense
Summary Show results
Frequency Council rates Body Corporate fees Home and contents insurance Home maintenance and repairs New furniture / Appliances Other
Results
Quarterly Quarterly Quarterly Monthly Monthly Monthly Monthly Monthly
Amount $0 $0 $0 $0 $0 $0 Total
Monthly amount $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 Total
$0 $0 $0 $0 $0 $0 $0 $0 $0
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 4
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Education Annually Annually Weekly Annually Annually Monthly Monthly
Amount $0 $0 $0 $0 $0 $0 $0 Total
Monthly amount $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 Total
$0 $0 $0 $0 $0 $0 $0 $0 $0
Health Private health insurance Life insurance Doctors Dentists Medicines / Pharmacy Eyecare / Glasses Vet Type in your own expense
Summary Show results
Frequency School fees Uni / TAFE Childcare / Pre-school School uniforms Sport, music, dance, etc Excursions Other
Results
Monthly Monthly Annually Annually Annually Annually Annually Monthly
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 5
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Shopping Weekly Weekly Weekly Monthly Monthly Quarterly Monthly Weekly
Amount $0 $0 $0 $0 $0 $0 $0 $0 Total
Monthly amount $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 Total
$0 $0 $0 $0 $0 $0 $0 $0
Transport Car insurance Car maintenance Car rego / Licence Petrol Road tolls / Parking Trains / Buses / Ferries Type in your own expense
Summary Show results
Frequency Supermarket Fruit / Veg Baby products Clothing / Shoes Cosmetics / Toiletries Hairdresser Gifts and others Other food and grocery
Results
Annually Annually Annually Fortnightly Monthly Weekly Monthly
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 6
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Entertainment Annually Weekly Weekly Monthly Weekly Fortnightly Fortnightly Weekly Annually Monthly
Amount $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Total
Monthly amount $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 Total
$0 $0 $0 $0 $0 $0
Eating out Restaurants Takeaway / Snacks Bought lunches Coffee / Tea Type in your own expense
Summary Show results
Frequency Holidays Bars / Clubs Other alcohol Gym / Sporting membership Cigarettes Movies / Music Hobbies Newspaper / Magazines Celebrations Other
Results
Monthly Weekly Weekly Weekly Monthly
Income Income Total income: Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out Total outgoings:
What's left:
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 per month
Source: www.moneysmart.gov.au
Page 7
A
Budget planner Income
Financial commitments
Home / utilities
Education / health
Shopping / transport
Entertainment / eating out
Results
Summary Show results
Summary Your budget position:
Income Income
You are spending what you earn. Your life would be less stressful if you saved a little for a rainy day.
Total income:
Your spending breakdown Financial commitments Home / Utilities Education / Health Shopping / Transport Entertainment / Eating out
Spending breakdown Financial commitment
0
Home / Utilities
0
Education / Health
0
Shopping / Transport
0
Entertainment / Eatin
0
Outgoings Financial comm. Home Utilities Education Health Shopping Transport Entertainment Eating out
Monthly
$0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
Next steps: 1) Work back through the budget planner to see where you could cut down on spending. 2) If you feel like your debts are out of control, check out the 'Managing my money' section. 3) Print your plan.
Total outgoings:
What's left:
$0
$0 per month
Source: www.moneysmart.gov.au
Page 8
Budget planner Summary Summary
Monthly amount
Total income:
$0
Total outgoings:
$0
What's left:
$0
Your budget position: You are spending what you earn. Your life would be less stressful if you saved a little for a rainy day.
Your spending breakdown Your spending breakdown
Financial commitments Home / Utilities Education / Health Shopping / Transport Entertainment / Eating out
Monthly amount
$0 $0 $0 $0 $0
Spending breakdown
Financial commitments
$0
Home / Utilities
$0
Education / Health
$0
Shopping / Transport
$0
Entertainment / Eating out
$0
Next steps: 1) Work back through the budget planner to see where could you cut down on spending. 2) If you feel like your debts are out of control, check out the 'Managing my money' section. 3) Print your plan.
Budget planner Your detailed budget Income Your take-home pay Your partner's take-home pay Bonuses/overtime Income from savings and investments
Frequency
Child support received
Monthly
Other
Monthly Frequency
Rent / Mortgage
Weekly
Car loan repayments
Monthly
Other loan repayments
Monthly Fortnightly
Savings
Fortnightly
Child support payments
Monthly
Donations / Charity
Monthly
Pocket money
Weekly
Type in your own expense
Monthly Frequency
Council rates
Quarterly
Body Corporate fees
Quarterly Annually
New furniture / Appliances
Annually Quarterly
Gas
Quarterly
Water
Quarterly
Internet
Monthly
Pay TV
Monthly
Home phone
Monthly
Mobile phone(s)
Monthly
Type in your own expense
Monthly Frequency
School fees
Annually
Uni / TAFE
Annually Weekly
School uniforms
Annually
Sport, music, dance, etc
Annually
Excursions
Monthly
Other
Monthly
Private health insurance
Monthly
Life insurance
Monthly amount
Monthly
Electricity
Childcare / Pre-school
Amount
Monthly
Home maintenance and repairs
Education / Health
Monthly amount
Monthly
Voluntary super contributions
Other
Amount
Annually Fortnightly
Home and contents insurance
Monthly amount
Annually
Family benefit payments
Home / Utilities
Amount
Monthly
Fortnightly
Credit card interest
Monthly amount
Fortnightly
Centrelink benefits
Financial Commitments
Amount
Monthly
Doctors
Annually
Dentists
Annually
Medicines / Pharmacy
Annually
Notes
Budget planner Eyecare / Glasses
Annually
Vet
Annually
Type in your own expense
Shopping / Transport
Monthly Frequency
Supermarket
Weekly
Fruit / Veg
Weekly
Baby products
Weekly
Clothing / Shoes
Monthly
Cosmetics / Toiletries
Monthly
Hairdresser
Monthly
Other food and grocery
Weekly
Car insurance
Annually
Car maintenance
Annually
Car rego / Licence
Annually Monthly
Trains / Buses / Ferries
Weekly
Type in your own expense
Monthly
Holidays
Frequency Annually
Bars / Clubs
Weekly
Other alcohol
Weekly
Gym / Sporting membership
Monthly
Cigarettes
Weekly
Movies / Music
Fortnightly
Hobbies
Fortnightly
Newspaper / Magazines Celebrations
Weekly Annually
Other
Monthly
Restaurants
Monthly
Takeaway / Snacks
Weekly
Bought lunches
Weekly
Coffee / Tea
Weekly
Type in your own expense
Monthly
Notes
Amount
Monthly amount
Fortnightly
Road tolls / Parking
Entertainment / Eating out
Monthly amount
Quarterly
Gifts and others
Petrol
Amount
Notes
Budget planner
Source: www.moneysmart.gov.au
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