Filetype Excel XLSX | Posted on 15 Aug 2022 | 3 years ago
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178x Filetype XLSX File size 0.21 MB Source: www.nswis.com.au
Sheet 1: Exercise 1 - Goal setting
| Combined Totals | |||
| Personal Budgeting | Weekly | $0 | |
| Monthly | $0 | ||
| Exercise 1: Goal Setting | Yearly | $0 | |
| Short-Term Goals (within about a year) | Estimated Cost | Target Date | |
| Note the order of importance (most important to least) | |||
| Total Estimate | $0 | ||
| Total Weekly | $0 | ||
| Mid-Term Goals (within 3 - 5 years) | Estimated Cost | Target Date | |
| Note the order of importance (most important to least) | |||
| Total Estimate | $0 | ||
| Total Weekly | $0 | ||
| Long-Term Goals (over 5 years) | Estimated Cost | Target Date | |
| Note the order of importance (most important to least) | |||
| Total Estimate | $0 | ||
| Total Weekly | $0 | ||
| Spending Diary | ||||
| Week 1 | $0.00 | |||
| Week 2 | $0.00 | |||
| TOTAL | $0.00 | |||
| Week 1 | Week 2 | |||
| Day 1: (insert date) | Day 1: (insert date) | |||
| Item | Amount | Item | Amount | |
| Daily Total | $0.00 | Daily Total | $0.00 | |
| Day 2: (insert date) | Day 2: (insert date) | |||
| Item | Amount | Item | Amount | |
| Daily Total | $0.00 | Daily Total | $0.00 | |
| Day 3: (insert date) | Day 3: (insert date) | |||
| Item | Amount | Item | Amount | |
| Daily Total | $0.00 | Daily Total | $0.00 | |
| Day 4: (insert date) | Day 4: (insert date) | |||
| Item | Amount | Item | Amount | |
| Daily Total | $0.00 | Daily Total | $0.00 | |
| Day 5: (insert date) | Day 5: (insert date) | |||
| Item | Amount | Item | Amount | |
| Daily Total | $0.00 | Daily Total | $0.00 | |
| Day 6: (insert date) | Day 6: (insert date) | |||
| Item | Amount | Item | Amount | |
| Daily Total | $0.00 | Daily Total | $0.00 | |
| Day 7: (insert date) | Day 7: (insert date) | |||
| Item | Amount | Item | Amount | |
| Daily Total | $0.00 | Daily Total | $0.00 | |
| My Personal Budget | ||||||
| Weekly | ||||||
| Income | $ | Timing | $0 | |||
| Your take-home pay | Monthly | $0 | ||||
| Your partner's take-home pay | Monthly | $0 | ||||
| NSO Allowance | Fortnightly | $0 | ||||
| dAIS Payments | Monthly | $0 | ||||
| Income from savings and investments | Quarterly | $0 | ||||
| Centrelink benefits | Fortnightly | $0 | ||||
| Family benefit payments | Monthly | $0 | ||||
| Other | Monthly | $0 | ||||
| Home | $ | Timing | $0 | |||
| Mortgage or rent | Weekly | $0 | ||||
| Rates | Quarterly | $0 | ||||
| Insurance (contents, house) | Monthly | $0 | ||||
| Food | Weekly | $0 | ||||
| Electricity | Quarterly | $0 | ||||
| Gas | Quarterly | $0 | ||||
| Water | Quarterly | $0 | ||||
| Repairs and maintenance | Yearly | $0 | ||||
| Phone | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Weekly | $0 | ||||
| Financial | $ | Timing | $0 | |||
| Life insurance | Yearly | $0 | ||||
| Savings | Yearly | $0 | ||||
| Loan repayments | Yearly | $0 | ||||
| Credit card payments | Yearly | $0 | ||||
| Donations to charity | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Health | $ | Timing | $0 | |||
| Doctor | Yearly | $0 | ||||
| Dentist | Yearly | $0 | ||||
| Health Insurance | Yearly | $0 | ||||
| Physio | Yearly | $0 | ||||
| Prescriptions | Yearly | $0 | ||||
| Glassses, contact lenses | Yearly | $0 | ||||
| Podiatrist, Chiro, Osteo, etc | Yearly | $0 | ||||
| Consumables (tape, etc) | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Personal | $ | Timing | $0 | |||
| Toiletries and cosmetics | Yearly | $0 | ||||
| Hair | Yearly | $0 | ||||
| Hobbies | Yearly | $0 | ||||
| Clothes and shoes | Yearly | $0 | ||||
| Gym | Yearly | $0 | ||||
| Study and professional development | Yearly | $0 | ||||
| Pets | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Entertainment | $ | Timing | $0 | |||
| Eating out and take-away | Yearly | $0 | ||||
| Coffee | Yearly | $0 | ||||
| Movies and shows | Yearly | $0 | ||||
| Music | Yearly | $0 | ||||
| Pay TV and streaming services | Yearly | $0 | ||||
| Holidays | Yearly | $0 | ||||
| Gifts | Yearly | $0 | ||||
| Books and other publications | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Transport & car | $ | Timing | $0 | |||
| Public transport | Yearly | $0 | ||||
| Petrol | Yearly | $0 | ||||
| Car loan | Yearly | $0 | ||||
| Repairs & maintenance | Yearly | $0 | ||||
| Car insurance | Yearly | $0 | ||||
| Parking | Yearly | $0 | ||||
| Fines | Weekly | $0 | ||||
| Other | Yearly | $0 | ||||
| Other | Yearly | $0 | ||||
| Children | $ | Timing | $0 | |||
| Childcare | Fortnightly | $0 | ||||
| School fees and excursions | Weekly | $0 | ||||
| School uniform | Weekly | $0 | ||||
| Sport and activities | Weekly | $0 | ||||
| Child support payments | Weekly | $0 | ||||
| Other | Weekly | $0 | ||||
| Other | Weekly | $0 | ||||
| Other | Weekly | $0 | ||||
| Other | Weekly | $0 | ||||
| Summary | $0 | |||||
| Well done! Your budget is in surplus. Use this surplus amount to fill up your Wants and Goals buckets. | ||||||
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