Budget form

Budget form
National Institute for Budget advising
1. Details household and housing
Intented for
Name:
Postal code:
________________
________________
Address:
Place:
_________________
_________________
Household
Name
1 _____________
2 _____________
3 _____________
4 _____________
5 _____________
6 _____________
m/f
m/f
m/f
m/f
m/f
m/f
age
______ year
______ year
______ year
______ year
______ year
______ year
profession
_______________________
_______________________
_______________________
_______________________
_______________________
_______________________
Type of house
□ detached house > 150m2
□ detached house < 150m2
□ two houses under one roof
□ row house (corner)
□ row house (in between)
□ maisonette
□ gallery apartment (flat)
□ tenement-house
□ remaining flat/apartments
□ other
Year of construction________________
Energy label___________________
Remarks:
© Nibud 2016
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2. Income
Converted per month in €
Current situation New situation
Partner 1
Net income
Net holiday allowance
Travel allowance
Gratuity / 13th month
Additional income
________
________
________
________
________
________
________
________
________
________
Partner 2
Net income
Net holiday allowance
Travel allowance
Gratuity / 13e month
Additional income
________
________
________
________
________
________
________
________
________
________
Household
Tax relief (levy discounts)
Child support
Child care allowance
Child linked budget
Health care allowance
Rental allowance
Alimony
Cost of living inmates
Wealth income (e.g. interest /dividend)
Other income
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
Total income
€ ________
€ ________
© Nibud 2016
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3. Expenses
3.1 Regular expenses
Converted per month in €
Current situation New situation
Rent
Service cost
Garage
Mortgage
Interest
Repayment
Saving premiums
Life insurance
Ground lease
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
Energy
Heating
Electricity
Water
________
________
________
________
________
________
Levies
Estate – taxes
Disposal/rubbish levies
Waterpurification levies
Sewerage charges
Residential charges
Dog charges
Remaining levies
________
________
________
________
________
________
________
________
________
________
________
________
________
________
Telephone, cable and Internet
All-in-one/combination-package
Land line
Mobile phone
Subscription cable
internet (subscription)
________
________
________
________
________
________
________
________
________
________
Insurances
Health care insurance
3rd party insurance
Content insurance
House insurance
Life insurance
Funeral insurance
Retirement insurance/saving
Disability/unemployment insurance
Remaining
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
Education
Study costs adults
School costs children
________
________
________
________
© Nibud 2016
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Continuation regular expenses
Current situation New situation
________
________
Child Care
Contributions / subscriptions
Subscriptions news papers,magazines
Contributions (sport)clubs
Banking costs
Welfare
Remaining contributions
________
________
________
________
________
Transport
auto, motor, scooter
Road tax
Insurance
Maintainance
Installment / writing off
Fuel
________
________
________
________
________
________
________
________
________
________
Public transport
Bicycle
________
________
________
________
Support others
Partner alimony
Child alimony
Support studying children
Others
________
________
________
________
________
________
________
________
Installments
Interest
Repayments
________
________
________
________
Total regular expenses
€ ________
€ ________
________
________
________
________
________
3.2 Reservations expenses
Converted per month in €
Current situation New situation
Clothing and shoes
Inventory
Maintainance house and garden
Health care additional (e.g . own risk)
Leisure expenses
________
________
________
________
________
________
________
________
________
________
Total reservations expenses
€ ________
€ ________
© Nibud 2016
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3.3 House hold expenses
Converted per month in €
Current situation New situation
Food
Detergent and cleaning products
Personal care
House hold Service
Pets
Smoking
Various expenses (passport, drivers licence)
________
________
________
________
________
________
________
________
________
________
________
________
________
________
Pocketmoney
________
________
Total household expenses
€ ________
€ ________
© Nibud 2016
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4. Total income and expenses
Converted per month in €
Current situation New situation
2. Total income
________
________
3.1 Total regular expenses
3.2 Total reservation expenses
3.3 Total house hold expenses
________
________
________
________
________
________
Total expenses
________
________
Balance
(total income minus total expenses)
€ ________
€ ________
© Nibud 2016
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