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You can use this template to understand your total income, what you are spending it on and how much is left over at the end of
the week or month.
You can decide to complete this based on your weekly, fortnightly or monthly income and expenses in the template below.
Note: This template is not exhaustive. It should only be used as a general guide on what categories and items to consider when
you are trying to manage your finances. Visit Sorted.org for more information.
1. Income
My salary/wage
(after tax)
$
My partners salary/wage
(after tax)
$
Business income $
Interest/earnings on investments $
Child support/student allowance $
Other:
1. $
2. $
3. $
4. $
A. Total income (money in) $
2. Expenses
Living expenses
Mortgage repayments/rent $
Telephone $
Electricity/Gas $
Water $
Phone
(mobile/landline)
$
Internet/broadband $
Body corporate fees $
Other:
1. $
2. $
3. $
4. $
Total living expenses $
2. Expenses (continued)
Everyday expenses
Travel
(fuel, public transport etc.)
$
Eating out
(lunches, takeaways etc.)
$
Beverages
(coffee, soft drinks, alcohol etc.)
$
Groceries $
Bank fees $
Children expenses (after school
care, allowance etc.)
$
Pet expenses (food, care etc.) $
Other:
1. $
2. $
Total everyday expenses $
Variable expenses
Personal care
e.g. hair and beauty
$
Clothing $
Entertainment (movies etc.) $
Charity $
Doctors visit $
Optician $
Dental $
Gifts/Special occasion $
Home maintenance/repairs $
Vehicle maintenance/repairs
(WOF etc.)
$
Other:
1. $
2. $
Total variable expenses $
Your income and
expenses template