Citizens Advice Personal Budget Sheet
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This form is for your own personal use to print out and keep if required.

Please use your mouse to select a box and Tab to move between boxes
STEP 1

Income

 
STEP 4 PRIORITY DEBTS
Bal Owed
Repayment
Wage/Salary
 
Mortgage arrears
Wage/Salary(Partner)
 
Second Mortgage arrears
Jobseeker's allowance
 
Rent arrears
Income support/pension credit
 
Council Tax/Community charge arrears
Tax credit
 
Fuel Debts : Gas
Retirement/works pension
 
Electricity
Child Benefit
 
Other
Incapacity benefit
 
Magistrates court fine arrears
Maintenance
 
Maintenance arrears
Non-dependants contributions
 
Hire Purchase arrears
Other
 
Other
Total Income BOX A £
 
 
STEP 2 Outgoings
 
 
Total priority debts balance
 
 
 
 
& repayment BOX D £
 
Mortgage
 
STEP 5
Mortgage endowment policy
 
Money for creditors BOX C
£
Rent
 
Take Away
 
 
Council Tax
 
Total priority repayment BOX D
£
Water rates
 
Money for credit debts BOX E
£
Ground Rent/Service charge
 
STEP 6
Credit
Debts
Buildings/contents insurance
 
Name of Creditor
Balance owed
Offer of repayments
Life Insurance/Pension
1
Gas
2
Electricity
3
Other Fuel
4
Housekeeping
5
TV rental/licence
6
Magistrates court fines
7
Maintenance payments
8
Hire purchase vehicle
9
Travelling expenses
10
School meals/meals at work
 
Total Owed BOX F £
 
Clothing
 
Total monthly repayment
BOX G £
Laundry
Telephone/mobile phone
 
This is an accurate record of my
Prescriptions/health costs
 
financial position at
 
 
Childminding
 
 
 
Other
(Do not include
credit debt payments here)
Total Outgoings BOX B £
STEP 3
Total Income Box A £
 
Takeaway
 
Total Outgoings BOX B £
 
Total for Creditors BOX C £

Don't forget steps 4, 5 & 6

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