Budget Planner
Income
Home
Living
Transport
Loan
Leisure
Insurance/Super
Summary
Frequency
Amount
Annual Amount
Income Details
Net salary
Net bonuses
Net salary - partner
Net bonuses - partner
Income - combined
Investment income
Pensions & Allowances
Rental, board income
Other income
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Total annual income:
Frequency
Amount
Annual Amount
Home Expenses
Home maintenance & renovations
Rates & levies (council, water etc)
Gardening & pool expenses
Home services (cleaning etc)
Pest control
Phone, mobile & internet
Utilities (electricity, gas etc)
Other
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Total annual home expense:
Living Expenses
Frequency
Amount
Annual Amount
Groceries & food
Clothes & shoes
Household purchases
Medical & pharmaceutical
Child care & child minding
Pet care
Laundry & dry cleaning
Education expenses
Other
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Total annual living expense:
Frequency
Amount
Annual Amount
Transport Expenses
Registration fees
Maintenance & repairs
Petrol
Transport & taxis
Parking
Other
Annual
Monthly
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Annual
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Total annual transport expense:
Frequency
Amount
Annual Amount
Mortgage and Debt Repayments
Mortgage
Car loan
HECS / HELP payments
Credit cards
Personal loans
Store cards
Lay-bys
Annual
Monthly
Fortnightly
Weekly
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Total annual mortgage and debt repayments:
Frequency
Amount
Annual Amount
Leisure and Entertainment
Holidays
Restaurants & takeaway
Sports, hobbies & club memberships
Newspapers, magazines & books
Gift (christmas & birthday etc)
Alcohol, cigarettes & gambling etc
Other
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Total annual leisure and entertainment expense:
Frequency
Amount
Annual Amount
Insurance and Superannuation
Life, disablement, income protection, trauma
Private health cover, medicare levy
Home & contents
Car, boat, caravan, trailer
Business & workers compensation cover
Superannuation
Other
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Total annual insurance and superannuation:
Weekly
Fortnightly
Monthly
Annual
Summary
Total Income
Home Expenses
Living Expenses
Vehicle & Transport
Mortgage & Debt Repayments
Leisure and Entertainment
Insurance and Superannuation
Total Expense
SURPLUS
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