Financial Statement

It is useful to write down a list of income coming into the household and all expenditure going out. This will give an idea of much surplus or minus income the household has and how budgeting control may be helpful. We have created a printable finacial statment form which you can download from the following link:

In the expenditure columns realistic figures are a must and all household expenditure should be included. Remember the individual may now have extra travel expenditure to attend hospital appointments or prescription costs for medication.

It may be necessary to cut back or cut out certain expenditure for the time being, particularly if a minus figure is showing.

It would be beneficial to seek help from a dedicated Money Adviser. Remember all Money Advisers work on a confidential basis and can help maximise income and advice on budgeting.