Income
€
Frequency
Annual €
Your income
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Your partner’s income
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Other income
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Expenses
Regular Expenses
€
Frequency
Annual €
Food & Groceries
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Rent/mortgage
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Childcare
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Phone
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Gas/Oil
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Electricity
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Motor Insurance
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Home insurance
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Life insurance
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Health insurance
Weekly
Fortnightly
Monthly
Quarterly
Yearly
TV (cable)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Other
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Occasional Expenses
€
Frequency
Annual €
Clothes/shoes (basic needs)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Medical (Doctor, dentist, medecines)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Car related (tax, petrol)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Work related (transport, lunches)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Other
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Leisure
€
Frequency
Annual €
Entertainment (films, concerts etc)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Eating out
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Alcohol and cigarettes
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Club membership (gym, golf etc)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
CDs, books, magazines
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Other
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Loans & Debts
€
Frequency
Annual €
Credit union repayments
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Car loan repayments
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Personal loans repayments
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Credit card repayments
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Other
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Regular Savings
€
Frequency
Annual €
Savings Account
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Extra pension contributions (not taken from salary)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Savings for emergencies
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Savings for special occasions (birthdays, Christmas)
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Savings for holidays
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Other
Weekly
Fortnightly
Monthly
Quarterly
Yearly
Yearly Summary
Total Income
Total Expenditure
Total Surplus (Deficit if Negative)