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7 Step Budget Planner for Home Buyers and Investors

Income Details

1. Income Details

Frequency
Amount
Annual Amount

Net Salary (After Tax/ Take Home Pay)

$ 0.00

Investment Income (Rent, Interest, Dividends, etc.)

$ 0.00

Family Assistance (Allowances, Benefits)

$ 0.00

Other Income (Salary Sacrifice Payments, etc.)

$ 0.00
Motor Vehicle/Transport

2. Motor Vehicle / Transport

Frequency
Amount
Annual Amount

Registration fees

$ 0.00

Maintenance – security/ repairs/ tyres

$ 0.00

Petrol/Fuel

$ 0.00

Public Transport/ Taxi Fees

$ 0.00

Parking Fees

$ 0.00

Other

$ 0.00
LivingExpenses

3. Living Expenses

Frequency
Amount
Annual Amount

Groceries

$ 0.00

Gas Bill

$ 0.00

Water Bill

$ 0.00

Electricity Bill

$ 0.00

Phone Bill (Landlines/Mobile Phones)

$ 0.00

Internet

$ 0.00

Pay TV

$ 0.00

Body Corporate

$ 0.00

Council Rates

$ 0.00

Other

$ 0.00
Insurance/Superannuation

4. Insurance / Superannuation

Frequency
Amount
Annual Amount

Private Health Insurance

$ 0.00

Income Protection (including TPD etc)

$ 0.00

Life Insurance

$ 0.00

Medical/Health Care

$ 0.00

Home and Content Insurance

$ 0.00

Car Insurance

$ 0.00

Other Insurance

$ 0.00
Loans,Credit Card/store Accounts

5. Loans/ Credit Cards

Frequency
Amount
Annual Amount

Home loan Repayments

$ 0.00

Car Loan repayments

$ 0.00

Investment Loan Repayments

$ 0.00

Rent

$ 0.00

Credit Cards (3% of limit, worst case scenario- unless paid off monthly)

$ 0.00
 

Other Loans

$ 0.00
School/ Education/Sports

6. School/ Education/ Sports

Frequency
Amount
Annual Amount

University Fees

$ 0.00

School Fees

$ 0.00

Child Care/ Pre School

$ 0.00

Baby Sitters

$ 0.00

School Uniforms

$ 0.00

Other Course Fees

$ 0.00

Sporting Costs/ Memberships

$ 0.00
Liesure/Entertainment

7. Leisure / Entertainment

Frequency
Amount
Annual Amount

Eating Out

$ 0.00

Gifts

$ 0.00

Shopping (Clothes, Toys etc.)

$ 0.00

Events (Birthdays/ wedding celebrations)

$ 0.00

Holidays

$ 0.00

Movies/ music

$ 0.00

Subscriptions / memberships (Gyms, clubs etc.)

$ 0.00

Other

$ 0.00
Results

8. Results

Annual Spending Breakdown:
Motor Vehicle / Transport $ 0.00
Living Expenses $ 0.00
Insurance / Superannuation $ 0.00
Loans/ Credit Cards $ 0.00
School/ Education/ Sports $ 0.00
Liesure / Entertainment $ 0.00
Annual summary:
Total Income $ 0.00
Total expenses $ 0.00
Surplus / shortfall $ 0.00
 

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