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Budget planner
Investor profile
 
Home Page > Calculators > Budget Planner

Budget planner

Ensure all income is after-tax.
Do not use commas.
Amounts entered are: weekly fortnightly annual

You Your Spouse  

Income (after tax)
Income from salary $ $
Benefits $ $
Investment income $ $
Other income $ $
Total Weekly Income
$ $

Expenses
Home
Rent or mortgage $ $
Water rates $ $
Home and contents insurance $ $
Land rates $ $
Maintenance/repairs $ $
Investment Property
Rent or mortgage $ $
Water rates $ $
Home and contents insurance $ $
Land rates $ $
Maintenance/repairs $ $
Repayments
Car loan $ $
Credit cards $ $
Store cards $ $
Personal loan $ $
Equipment rental $ $
Other debt $ $
Utilities
Electricity $ $
Gas $ $
Telephone $ $
Internet $ $
Cable TV $ $
Transport
Petrol $ $
Public transport $ $
Vehicle(s) registration $ $
Vehicle(s) maintenance/repairs $ $
Vehicle(s) insurance $ $
Food
Groceries $ $
Eating out - lunches $ $
Eating out - dinners $ $
Education
School fees $ $
Uniforms $ $
Self education $ $
Books $ $
Out of school activities $ $
Child minding $ $
Medical
Health insurance $ $
Doctor $ $
Dentist $ $
Optometrist $ $
Alternative therapies $ $
Other (eg phsio, podiatry, chiro etc) $ $
Personal
Clothing $ $
Personal grooming $ $
Hobbies $ $
Sport (gym membership, clubs etc) $ $
Holidays $ $
Gifts $ $
Alcohol $ $
Cigarettes/tobacco $ $
Cinema/videos/DVD $ $
Mobile phone $ $
Donations $ $
Magazine/newspaper subscriptions $ $
Other (eg dry cleaning, fines, ad hoc purchases) $ $
Other
Life/income/term insurance $ $
Pets (food, vet bills) $ $
Special projects $ $
Total Weekly Expenses
$ $

Summary
After tax income $
Less your living expenses
 
$
 
Equals Total Weekly Surplus/Deficit
$

Disclaimer
This Budget Planner is not designed to provide financial, investment or taxation advice or recommendations and should not be relied upon as such. The results do not take into account the investment objectives, financial situation and circumstances of any particular person. It is strongly recommended that you discuss the results with your financial planner to assess your individual circumstance. Individuals will not be able to purchase investment/financial products from AXA unless the Product Disclosure Statement (PDS) related to those products have been read and understood in full. AXA nor any of its subsidiaries accepts any liability for any omissions, errors or inaccuracies in the results generated by the calculator or use thereof.