Financial Planner

Use your planner to help you calculate, track and manage your money. Your planner enables you to track your weekly, fortnightly, monthly or annual expenditure and income. Simply enter the details of your outgoings and income into your planner. You can then find out what your total expenses are for a specific period and what you have left over (your surplus).

These details are not stored by Money Monkey and remain confidential to you. You can download the information you have entered into an Excel worksheet, so it's easy for you to refer to 'Your Planner' from your desktop.

Expenses
General Payments		Frequency
Loan and HP repayments	$
Home loan repayments / rent / board	$
Credit cards	$
Superannuation	$
Household
Rates / Body Corporate	$
Electricity, gas, heating	$
Telephone and tolls	$
Mobile	$
Internet, cable, satellite	$
Home maintenance / repairs	$
Household help (cleaning / gardening)	$
Family
Food	$
Personal / pharmacy / grooming	$
School fees, tuition, childcare	$
Personal
Eating out	$
Gifts / donations	$
Entertainment (e.g. CDs, books, movies, hobbies)	$
Holidays	$
Subscriptions / memberships	$
Transport
Fuel and oil	$
Repairs and maintenance / WOF	$
Vehicle registration	$
Train / bus / taxi fares / parking	$
Insurance
Vehicle	$
Home / contents	$
Medical, income protection, accident, life	$
Regular deposits for savings	$
Income
Salary / earnings (net, after tax)	$
Rental (net)	$
Investment income, (net) e.g. dividends	$
Other regular income, (net) e.g. interest, allowances	$
Result
Total Expenses	$ / per Week
Total Income	$ / per Week
Total Surplus / Shortfall	$ / per Week

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Financial Planner

Expenses

Income

Result

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