Your Budget Planner

Private and Confidential
Your Budget Planner
A realistic budget can:
•
put you in control of your own finances
•
makes it easier to achieve your savings goals
•
help you better understand your financial situation
"Isn't it time you took control of you finances and started planning for a brighter future today!"
Client Name :
ILCN :
Financial Adviser :
Accountant :
A realistic budget makes it easier to achieve your savings goals and puts you in control of your finances. Enter information
in as many fields as required and once finished keep a permanent record by printing the summary page or th entire budget.
Count Financial Limited Budget Planner
Page 1 of 4
.1. Income Details
Amount
Frequency
Annual Amount
Salary (Net)
$0
Bonuses (Net)
$0
investment Income
$0
Oher Income
$0
TOTAL:
$0
.2. Living Expenses
Amount
Frequency
Annual Amount
Rates (council & water)
$0
Utilities (electricity. gas, etc)
$0
Telephone & Internet (rental, call
$0
Mobile phone
$0
Home maintenace
$0
Food & groceries
$0
Medical & pharmaceutical
$0
Clothes & shoes
$0
Education
$0
Household purchass (furniture etc)
$0
Childcare & shcool fees
$0
Other expenses
$0
TOTAL:
$0
.3. Motor Vehicle / Transport Expenses
Amount
Frequency
Annual Amount
Registration / Maintenace / Repairs
$0
Petrol
$0
Public transport / taxis
$0
Parking
$0
Other
$0
TOTAL:
Count Financial Limited Budget Planner
$0
Page 2 of 4
.4. Insurance / Superannuation Expenses
Amount
Frequency
Annual Amount
Life & income continuance
$0
Health
$0
Superannuation
$0
Home & contents
$0
Car
$0
Business
$0
Other (boat / caravan / trailor)
$0
TOTAL:
$0
.5. Loans, Credit Cards & Store Accounts Expenses
Amount
Frequency
Annual Amount
Mortgage
$0
Personal loan repayments
$0
Credit card repayment
$0
Other loan repayments
$0
TOTAL:
$0
.6. Taxes, Fee & Charges Expenses
Amount
Frequency
Annual Amount
Fees & duties
$0
Tax on investments
$0
Other
$0
TOTAL:
$0
.7. Leisure / Entetainment Expenses
Amount
Frequency
Annual Amount
Holidays
$0
Restaurants, outings, takeaway
$0
Sports, hobbies, memberships
$0
Newspapers, magazines, book, CD's
$0
Other
$0
TOTAL:
Count Financial Limited Budget Planner
$0
Page 3 of 4
.8. Summary
Weekly
Fortnightly
Monthly
Quaterly
Half Yearly
Annually
Total Income
$0
$0
$0
$0
$0
$0
Living Expenses
$0
$0
$0
$0
$0
$0
Motor Vehicle / Transport
$0
$0
$0
$0
$0
$0
Insurance / Superannuation
$0
$0
$0
$0
$0
$0
Loans, Credit Cards & Store Accounts
$0
$0
$0
$0
$0
$0
Taxes, Fee & Charges
$0
$0
$0
$0
$0
$0
Leisure / Entetainment
$0
$0
$0
$0
$0
$0
Total Expenses
$0
$0
$0
$0
$0
$0
SURPLUS / DEFICIT
$0
$0
$0
$0
$0
$0
Keeping your budget in check:
The budget planner will work out your total income and expenses, and you'll get an idea of where your money goes, and where you could make changes.
Make adjustments to expenses:
If you have accurately identified and listed all of your expenses the ultimate goal would be to have your income and expense columns to be equal.
Manage unexpected expenses:
Some people worry that an unexpected bill will derail their budget. The best way to prevent this is to plan for it. Try to save enough to give yourself a small buffer you can use in
emergencies.
Review your budget regularly:
It’s important to review your budget on a regular basis to make sure you’re staying on track. After the first month take a minute to sit down and compare actual expenses versus
what you had created in the budget. This will show you where you did well and where you may need to improve.
Count Financial Limited Budget Planner
Page 4 of 4