"Helping you get what you want
and protecting what you've got"

Ungaro&Co

-----------------------------

PHONE 09 360 2179

Budget Calculator

Please enter your name and email address so that your Budget can be emailed to you once you have completed the form below. (Note that these details are only used to send you your Budget summary when you submit the form.)

I would like Ungaro & Co to receive a copy of my Budget Summary for my client file.

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AmountPer PeriodTotal P/A
Income
My take home pay$ $
My partner's take-home pay$ $
Business income (after expenses and taxes)$ $
Interest income (after tax)$ $
Board or Rent received$ $
Other$ $
Total for Income$
Savings and Investments
Regular Savings$ $
Regular Investments$ $
Other Savings$ $
Total for Savings and Investments$
Debt Repayment
Mortgage (existing)$ $
Mortgage (existing) #2$ $
Mortgage (proposed)$ $
Student Loan$ $
Hire Purchase$ $
Other Loans$ $
Total for Debt Repayment$
Insurance
Car, House and Contents Insurance$ $
Car Insurance$ $
House Insurance$ $
Medical Insurance$ $
Life Insurance$ $
Income Protection Insurance$ $
Other Personal Insurance$ $
Total for Insurance$
Bills and Utilities
Power and Gas (if combined)$ $
Power$ $
Gas$ $
Water$ $
Rates$ $
Combined Phone, Broadband$ $
Phone$ $
Broadband$ $
Sky TV$ $
Mobile Phone(s)$ $
Bank Fees$ $
Total for Bills and Utilities$
Housing and Maintenance
Rent / Board$ $
Body Corporate fees (apartments)$ $
Plumbing$ $
Electrical$ $
Appliance replacement$ $
Alterations / Improvements$ $
Gardens / Landscaping$ $
Replacement furniture$ $
Replacement 'other'$ $
Total for Housing and Maintenance$
Food and Groceries
The big shop / supermarket$ $
Bought lunches / breakfasts$ $
Coffees$ $
Take-aways$ $
Other$ $
Total for Food and Groceries$
Car and Transport
Vehicle Reg & WOF$ $
Fuel$ $
Maintenance$ $
New / replacement vehicle$ $
Travel to work$ $
Parking$ $
Total for Car and Transport$
Entertainment & Fun
Dining out$ $
Bars, clubs and cafes$ $
Alcohol (bars etc)$ $
Cigarettes$ $
Gym$ $
Childrens activities$ $
Concert / sporting events$ $
Outdoor recreation$ $
Bikes / sport gear$ $
Movies$ $
Magazine subscriptions$ $
Other$ $
Total for Entertainment & Fun$
Holidays
The big annual holiday$ $
Short breaks, weekends away$ $
Big overseas trips$ $
Total for Holidays$
Personal and Clothing
Adults clothes / shoes$ $
Children's clothes / shoes$ $
School uniforms$ $
Accessories$ $
Cosmetics / toiletries$ $
Hairdresser$ $
Doctor$ $
Prescriptions / medicine$ $
Dentist$ $
Vitamins$ $
Other$ $
Total for Personal and Clothing$
Miscellaneous
Creche / nanny$ $
After school / holiday care$ $
Babysitting$ $
Child support payments$ $
Kids pocket money$ $
School fees$ $
School donations$ $
Tertiary education fees$ $
Other education costs$ $
Family gifts$ $
Christmas Presents$ $
Friend gifts$ $
Donations to church$ $
Donations to other charity$ $
Vet expenses$ $
Pet Food (if separate)$ $
Dog registration$ $
Total for Miscellaneous$

Summary

Income: $
Savings and Investments: $
SUB-TOTAL: $
Debt Repayment: $
Insurance: $
Bills and Utilities: $
Housing and Maintenance: $
SUB-TOTAL: $
Food and Groceries: $
Car and Transport: $
Entertainment & Fun: $
Holidays: $
SUB-TOTAL: $
Personal and Clothing: $
Miscellaneous: $
SUB-TOTAL: $

Grand Total

Your deficit / surplus is:
per year