Budget planner calculator

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

Income

Income (after tax) You         Your spouse  
Income from salary $ $ 
Income from retirement product(s) $ $ 
Benefits $ $ 
Investment income $ $ 
Other income $ $ 
Total weekly income
 $ $ 

Expenses

Home You         Your spouse  
Rent or mortgage $ $ 
Water rates $ $ 
Home and contents insurance $ $ 
Land rates $ $ 
Maintenance/repairs $ $ 
Investment property You         Your spouse  
Rent or mortgage $ $ 
Water rates $ $ 
Home and contents insurance $ $ 
Land rates $ $ 
Maintenance/repairs $ $ 
Repayments You         Your spouse  
Car loan $ $ 
Credit cards $ $ 
Store cards $ $ 
Personal loan $ $ 
Equipment rental $ $ 
Other debt $ $ 
Utilities You         Your spouse  
Electricity $ $ 
Gas $ $ 
Telephone $ $ 
Internet $ $ 
Cable TV $ $ 
Transport You         Your spouse  
Petrol $ $ 
Public transport $ $ 
Vehicle(s) registration $ $ 
Vehicle(s) maintenance/repairs $ $ 
Vehicle(s) insurance $ $ 
Food You         Your spouse  
Groceries $ $ 
Eating out - lunches $ $ 
Eating out - dinners $ $ 
Education You         Your spouse  
School fees $ $ 
Uniforms $ $ 
Self education $ $ 
Books $ $ 
Out of school activities $ $ 
Child minding $ $ 
Medical You         Your spouse  
Health insurance $ $ 
Doctor $ $ 
Dentist $ $ 
Optometrist $ $ 
Alternative therapies $ $ 
Other (eg phsio, podiatry, chiro etc) $ $ 
Personal You         Your spouse  
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, etc) $ $ 
Other You         Your spouse  
Life/income/term insurance $ $ 
Pets (food, vet bills) $ $ 
Special projects $ $ 
Total weekly expenses
 $ $ 
Calculate
Summary
After tax income $ 
Less your living expenses $ 
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 adviser 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.

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