Budget Planner

Equifax has put together a handy budget planner to help you get a clear picture of your outgoings.

Simply fill in your income and outgoings and we will do the rest. You can use this to manage your finances on a weekly, monthly or annual basis.

Income (£)

Category

Budget

Difference

Actual

Category

Budget

Difference

Actual

 

Primary salary (after tax, student loan, NI*)

Spouse’s salary (after tax, student loan, NI*)

Rent or board received

Pension received

Part time job/s

Income support or Jobseeker's Allowance

Incapacity benefit/ ESA*

DLA*/PIP*

Working tax credit

Child benefit/maintenance (GOV*)

Child tax credit

Child support (ex-spouse)

Spousal maintenance (to receive)

Bonuses

Other income

Income Total

Outgoings (£)

10

+

Debt Payments

2

+

Housing & Household

3

+

Miscellaneous

4

+

Family

5

+

Entertainment & lifestyle

6

+

Personal

7

+

Health & Medical

8

+

Utilities

9

+

Transport

Glossary

*NI – National Insurance
*ESA – Employment and Support Allowance
*DLA – Disability Living Allowance
*PIP – Personal Independence Payment
*GOV – Government
*CCJs – County Court Judgments

Total

£
Expenses
£
Net Income
(Income - Expenses)

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