INCOME - SALARY/WAGES

WEEKLY AMOUNT

MONTHLY AMOUNT

COMMENTS / NOTES

INCOME SUB TOTAL

OTHER INCOME

WEEKLY AMOUNT

MONTHLY AMOUNT

COMMENTS / NOTES

Rent from Investment Property

Child Allowance / Government Allowance

Child Support

Interest from Investments eg. Term Deposit

Overtime

Share Dividends

Other Income:

OTHER INCOME SUB TOTAL

TOTAL INCOME

EXPENSES - HOUSEHOLD

WEEKLY AMOUNT

MONTHLY AMOUNT

COMMENTS / NOTES

Body Corporate

Cable TV

Child Support Expense

Electricity

Gas

Home Insurance

Internet

Mortgage Repayments

Phone and/or Mobile

Rates

Rent

Water

EXPENSES - HOUSEHOLD SUB TOTAL

EXPENSES - LIVING COSTS

WEEKLY AMOUNT

MONTHLY AMOUNT

COMMENTS / NOTES

Cigarettes

Clothing

Groceries

Medical Bills - Doctors/Specialist

Personal Care - Hairdresser, Facials etc

Pet Food

Private Health Cover

EXPENSES - LIVING COSTS SUB TOTAL

EXPENSES - ENTERTAINMENT

WEEKLY AMOUNT

MONTHLY AMOUNT

COMMENTS / NOTES

Alcohol

Camping / Weekend Getaways

Eating Out - Restaurants, Cafes etc

Gym / Personal Trainer

Holidays - Flights, Accommodation etc

Presents - All occasions

Subscriptions - Sport Club, Sport Team

EXPENSES - ENTERTAINMENT SUB TOTAL

EXPENSES - OTHER FINANCIAL COMMITMENTS

WEEKLY AMOUNT

MONTHLY AMOUNT

COMMENTS / NOTES

Credit Card/s

Income Protection - Client 1:

Income Protection - Client 2:

Investment Property Loan

Personal Loan

Risk Insurance - Client 1:

Risk Insurance - Client 2:

Other:

EXPENSES - OTHER FINANCIAL SUB TOTAL

EXPENSES - TRANSPORT

WEEKLY AMOUNT

MONTHLY AMOUNT

COMMENTS / NOTES

Car Insurance

Petrol

Services

Registration

Maintenance

Public Transport - Bus, Train, Taxi

EXPENSES - TRANSPORT SUB TOTAL

Total Expense

TOTAL INCOME - Minus

TOTAL EXPENSES

TOTAL LEFT OVER / SURPLUS