Budget

<name>

Date prepared <enter date>

Hassan & Associates 2009

Net income
Net salary - Person 1
Net salary - Person 2
Other
Other
Annual net household income

Notes
<enter Kiwisaver %>
<enter Kiwisaver %>

Amount Freq

$0
$0
$0
$0

Annual Total

$0
$0
$0
$0
$0
Hassan & Associates 2009

Spending
1. Accommodation

Mortgage Interest
Mortgage Principal
Rates & Water
Fire & General Insurances
Furniture & Appliances
Gardens & Home Maintenance
Other
Subtotal
2. Basic Living Costs

Food & Household

Clothing
Phone
Power
Wood / Fuel
Car Running
Other Transport
Education
Medical & Dental
Nanny, Cleaner
Financial support for dependants
Other
Subtotal
3. Financial Costs

Interest, bank and card costs

Loan Repayments
Hire Purchase Interest
Life Insurance Premiums
Health Insurance Premiums
Income Insruance
Other
Subtotal
4. Investment & Savings

Notes
<enter interst rate>
<enter remaining balance>

Amount Freq

Notes

Amount Freq

After likely health insurance claims

$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Notes
eg, Visa, overdraft, etc

Amount Freq

Notes

Amount Freq

Longer-Term Investment
Other Savings
Subtotal

Excluding any to be spent this year

5. Discretionary Spending

Notes

Holidays & Travel

Entertainment & Alcohol
Gifts & Charities
Hobbies & Clubs
Pets
Personal Care
Other
Subtotal

$0
$0
$0
$0
$0
$0
$0

$0
$0
Amount Freq

$0
$0
$0
$0
$0
$0
$0

Annual Total

$0
$0
$0
$0
$0
$0
$0
$0
Annual Total

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Annual Total

$0
$0
$0
$0
$0
$0
$0
$0
Annual Total

$0
$0
$0
Annual Total

$0
$0
$0
$0
$0
$0
$0
$0

Annual household spending

$0

Annual surplus (deficit)

$0

This is not advice. If you need advice please contact:

Hassan Associates, T: 09-412 5844, 0508-423 842, E: info@hassan.co.nz

2008