Income and Expenditure Calculator
As part of the financial planning process, we often go through a, quite detailed, income and expenditure exercise with our clients. This is particularly useful when looking at a monthly budget for required retirement income spending and forecasts.
This tool is essentially a budget calculator to help you keep an eye on your money and bills and manage your monthly budget. It is a general calculator and does not constitute financial advice. If you would like help and advice regarding your circumstances, please contact us and speak to a financial adviser for specific advice.
Income (Monthly Amount)
Expenditure - Household
Savings and Debt
Expenditure - Leisure
Expenditure - Children
Expenditure - Travel
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How can I use this Income and Expenditure Calculator?
A useful way of using this budget calculator is by calculating a budget for now and then a separate budget to look at your finances before and after retirement as your circumstances and costs change. Include as many details as you can.
Keeping a track on your bills, how much you spend and how much you can save is key for any successful financial plan, no matter which life stage you are at. This budget planner should help manage your money and your costs to ensure that your income can sustain your lifestyle for the future.
Did you find this calculator helpful? Why not try one of the other financial calculators we have available: Inflation Calculator, Inheritance Tax Calculator or Investment Calculator