Sample Income and Expenditure Form
Written by Chris Allan   
Income & Expenditure

Calculated on a Monthly basis

TOTAL INCOME/incoming wages (A) £....................................................

EXPENDITURES

COST

NOTES

Mortgage/Rent (to whom…?)

£

Council Tax

£

Electricity

£

Gas

£

TV Licence

£

Telephone (Home)

£

Mobile Phone (for more than one mobile, use total cost for all)

£

Car Road Tax/MOT

£

Car Insurance

£

Pertrol/Oil/Diesel

£

Home and Contents Insurance

£

Food & Drinks (essential fresh and frozen foods, tins, packets, break, milk, eggs, soft drinks, bottled water, etc)

£

Household (toiletries, cleaning products, utensils, etc)

£

Pet Food

£

Pet Insurance

£

Add as needed...

£

Add as needed...

£

Creditor (Dept) Details

Loan 1#

£

Loan 2#

£

Loan 3#

£

Credit Card 4#

 

£

Credit Card 5#

 

£
Add as needed... £
Add as needed... £
Add as needed... £

TOTAL EXPENDITURE(B)

£

TOTAL INCOME (A)

£

TOTAL EXPENDITURE (B)

£

Available Surplus (A minus B, i.e. how much you have

left over from income once bills are accounted for):

£

Download this document in MS Word 2003 format - (CLICK HERE)

 

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