Money planner

Having a budget is really important because it helps you and your family to see where your money comes in and goes out. Get the family together and fill-in the Money Planner below, either on the computer or with pen and paper.

Download a blank planner

Step 1

Money coming in monthly

My Take-Home Pay ($)

My Partner's Take-Home Pay ($)

Bonuses / Overtime ($)

Other Income ($)

Step 2

Money coming out monthly

Rent / Mortgage ($)

Food / Groceries ($)

Electricity / Gas ($)

Telephone / Internet ($)

Mobile Phone ($)

Television ($)

Other Bills ($)

Petrol / Diesel ($)

Bus / Train / Ferry ($)

Car Loan Repayments ($)

Other Loan Repayments ($)

Car Insurance ($)

Health / Life Insurance ($)

Home & Contents Insurance ($)

Childcare Expenses ($)

Donations / Charity ($)

Family Commitment ($)

Tithe/Church Donation ($)

Pocket Money ($)

Gym / Sporting Membership ($)

Newspapers / Magazines ($)

Gifts / Celebrations ($)

Doctor / Dentist / General Health Costs ($)

School Costs including School Uniform ($)

Extras ($)

Money planner

Step 1

Money coming in monthly

Step 2

Money coming out monthly

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