BUDGET PLANNER
…our planner can help you understand your budget to understand what you can afford
Budget Planner
This Budget planning tool allows you to seamlessly plan your budget preparing you to buy your next home.
Budget Type
Your Income
Client One
Client-1 income from salary or business
Client-1 income from investments or other ways.
Total income of client 1 including salary, investments, bonds etc.
Client Two
Client-2 income from salary or business.
Client-1 income from investments or other ways.
Total income of client 2 including salary, investments, bonds etc.
Your Essential Expenditures
Please enter your current or new mortgage payment.
Please enter the current rent you pay if applicable.
Please enter a monthly Food and Groceries budget.
Please enter your monthly Council Tax
Please enter your monthly household energy spend for Electric or Gas.
Please enter your monthly water cost.
Budget for transportation costs, including fuel expenses and other travel-related expenditures.
Please enter your monthly car insurance costs.
Please enter your monthly vehicle tax costs.
Manage payments for vehicle financing options such as Hire Purchase (HP), Personal Contract Purchase (PCP), or Lease,
Please enter any monthly loan or monthly credit agreements.
Please enter your monthly credit card costs.
Please enter your Home and Contents insurance costs.
Please enter your monthly pension payments - NOTE, only include pension payments that come out of your bank account and not from your payslip.
Please include any life or income protection policies you pay monthly.
Please enter a monthly equivalent of any costs you pay towards childcare.
Use this category to account for miscellaneous payments and expenses not covered by specific categories.
Sum of essential expenditures.
Your Non-Essential Expenditures
Allocate funds for your hobbies to ensure you have a dedicated budget for leisure activities and personal interests.
Budget for your children's club memberships and activities to support their extracurricular development.
Track expenses related to streaming services for entertainment.
Please enter your monthly equivalent.
Budget for socializing and dining out to manage your discretionary spending on meals.
Plan and record expenses for holidays to manage travel, accommodation, and leisure costs.
Allocate funds for savings and investments.
Use this category for miscellaneous non essential expenditures that do not fit into specific budget categories.
The sum of all non-essential expenditures.
Budget Planning Summary
Total Income including salary, business, investments etc.
Total expenditures including essential and non essential expenditures.
Remaining income after expenditures.
