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Budget Tool

If you would like to download our budget tool in MS Excel format, please click here.

Alternatively, you can complete the below sections marked in green:

MONTHLY INCOME

Income

R

Extra income

R

Total monthly income

R

TOTALS

Income

R

Expenses

R

Totals

R

HOUSING

Cost

Home Loan/Rent

R

Phone/Cell

R

Electricity

R

Water and rates

R

Other

R

Subtotals

R

TRANSPORTATION

Cost

Home Loan/Rent

R

Car loan repayment

R

Bus/train/taxi fare

R

Insurance

R

Licensing

R

Fuel

R

Maintenance

R

Other

R

Subtotals

R

INSURANCE

Cost

Home

R

Health

R

Life

R

Other

R

Subtotals

R

FOOD

Cost

Groceries

R

Dining out

R

Other

R

Subtotals

R

PETS

Cost

Food

R

Medical

R

Grooming

R

Other

R

Subtotals

R

PERSONAL CARE

Cost

Medical

R

Hair/nails

R

Clothing

R

Health Club

R

Club Fees

R

Other

R

Subtotals

R

ENTERTAINMENT

Cost

Video/DVD

R

CD's

R

Movies

R

Concerts

R

Sporting events

R

Live theatre

R

Other

R

Subtotals

R

LOANS

Cost

Personal

R

Student

R

Credit Card 1

R

Credit Card 2

R

Store Card 1

R

Store Card 2

R

Subtotals

R

CHILDREN

Cost

School fees

R

Extramural fees

R

School books

R

School clothes

R

Other

R

Subtotals

R

SAVINGS OR INVESTMENTS

Cost

Retirement account

R

Investment account

R

Other

R

Subtotals

R

GIFTS AND DONATIONS

Cost

Charity 1

R

Charity 2

R

Charity 3

R

Subtotals

R

LEGAL

Cost

Attorney

R

Maintenance

R

Other

R

Subtotals

R

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