Your life. Your plan.
Planning and getting help with your money
Use the prompts that are helpful to you. You can write, draw, or ask someone to record your own words.
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My budget period
Choose a week, four weeks or a month. Use the same period for comparisons.
Money coming in
List each payment, amount and date. Mark amounts that can change.
Regular costs
Include home, food, bills, care, disability costs and transport.
Occasional costs and goals
Record annual bills, repairs, activities and any realistic saving goal.
What remains or is missing
Work out the difference with help. Record benefits or debt advice needed.
Help I choose
Write which tasks someone can help with, their authority and the boundaries.
Bills or decisions needing action
Record the organisation, issue, due date and help needed.
My next check
Agree when to review statements, receipts, costs and my choices.