A monthly expenditure form is a useful tool to work out how much your outgoings are in any given month. You may be asked to fill out one of these forms when applying for a mortgage or when remortgaging your home or for additional borrowing.
You can also use this type of form to keep a record of how much you spend whilst out shopping. Keep it up to date.
Be truthful with it and you will realise just how much you actually spend.
Mortgage | £ |
Rent | £ |
Ground rent | £ |
Service charge | £ |
Childcare/nursery fees/school fees | £ |
Maintenance for dependants | £ |
Pension | £ |
Insurances | £ |
Savings and investments | £ |
Buildings/contents insurance | £ |
Hire purchase/rental agreements | £ |
Loans | £ |
Credit/store cards | £ |
Council tax | £ |
Gas/Electricity | £ |
Water Supplier | £ |
TV licence | £ |
Groceries/toiletries/washing | £ |
Rent | £ |
Household goods/repairs | £ |
Telephone/mobile | £ |
Vehicle insurance | £ |
Vehicle tax | £ |
Vehicle fuel | £ |
Vehicle Servicing | £ |
Parking | £ |
Travel (fares/season ticket) | £ |
Hairdresser/Clothing | £ |
Entertainment/recreation | £ |
Alcohol/tobacco | £ |
Subscriptions (newspapers/magazines) | £ |
Holidays | £ |
Lottery | £ |
Other monthly outgoings | £ |
Total | £ |