Monthly Income & Expenditure Planner Page 2

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Financial Commitments
Mortgage Protection Insurance
Insurance (Life/Health)
Loans (Car, Personal, Credit Union etc)
Credit Card Repayment
Savings/Investments Plan
Pension Contribution
Other Costs
Clothing/Footwear
Education (Fees, Books, Uniforms etc)
Medical/Dental
Repairs & Maintenance
Other
Travel Costs
Fuel
Public Transport
Parking
Car Insurance, tax, repairs & servicing
Other
Lifestyle
Gym Membership
Subscriptions/Club Memberships
Socialising/Hobbies
Special Occasions
Holidays
Newspapers/Magazines
Tobacco
Charitable Donations
Ad hoc (hairdresser, beautician etc)
Other
TOTAL EXPENDITURE
TOTAL INCOME MINUS EXPENDITURE
INCOME
EXPENDITURE
BALANCE

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