Malcolm G. Beverley Solicitors - Money Advice Project
Personal Budget Sheet - PLEASE PRINT AND COMPLETE PRIOR TO YOUR FREE APPOINTMENT
| Name: |
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| Address: |
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| No. of People in Household: |
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| Ages: |
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Table 1: Income
| Income |
Amount (£) |
| Wages/Salary |
|
| Wages/Salary (Partner) |
|
| Works Pension |
|
| Income Support |
|
| Child Benefit |
|
| Other State Benefit, ie DLA |
|
| Maintenance |
|
| Non-dependent Contribution |
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| Other: |
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| |
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| Total Income |
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Table 2: Expenses
| Expense |
Amount (£) |
| Mortgage |
|
| Second Mortgage/Secured Loan |
|
| Rent |
|
| Council Tax |
|
| Water Charges |
|
| Ground Rent |
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| House/Contents Insurance |
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| Life Assurance/Endowment |
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| Gas |
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| Electricity |
|
| Housekeeping |
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| TV Rental/Licence |
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| Magistrates Court Fines |
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| Maintenance Payments |
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| Travelling Expenses |
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| School Meals/Meals at Work |
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| Clothing/Shoes |
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| Laundry |
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| Telephone |
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| Prescriptions |
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| Child's Pocket Money |
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| Childminding |
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| Other (not credit/debt payments) |
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| Care Needs |
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| Other: |
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| Total Expenditure |
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Table 3: Money for Creditors
| Description |
Amount (£) |
| Total Income |
|
| minus Total Expenses |
|
| leaves Money for Creditors |
|
Table 4: Priority Debts
| Debt |
Amount Owed (£) |
Weekly Payment (£) |
| Rent Arrears |
|
|
| Mortgage Arrears |
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| 2nd Mortgage Arrears |
|
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| Council Tax Arrears |
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| Water Rates Arrears |
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| Fuel Debts - Gas |
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| Fuel Debts - Electricity |
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| Magistrate Fines Arrears |
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| Maintenance Arrears |
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| Others: |
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| Total Priority Debt Payments |
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Table 5: Money for Credit Debts
| Description |
Amount (£) |
| Money for Creditors |
|
| minus Total Priority Debt Payments |
|
| leaves Money for Credit Debts |
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Table 6: Credit Debts
| Creditor |
Amount Owed (£) |
Weekly Payment (£) |
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| Total |
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This is an accurate reading of my/our financial position at
(date) ............................................20............
Signed: ...............................................................................................................................................................
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