Include regular income only β wages, benefit payments, any consistent income. (Irregular income is included in the next table).
Description
Amount
Frequency
Per Month
Total
$0.00
Priorities
Set aside money for your top priorities β the things that matter to you.
Enter any irregular income (that youβre confident youβll receive) as a negative amount, that income will be allocated to help fund your priorities.
Description
Amount
Frequency
Per Month
Total
$0.00
Regular Bills
Enter all your recurring bills here, then review where you can cut back or find a better deal.
Description
Amount
Frequency
Per Month
Total
$0.00
Daily Spending
Check your bank statements and enter all non-bill spending made with cash or card β like groceries, fuel, or takeaway.
Description
Amount
Frequency
Per Month
Total
$0.00
Weekly Summary
Income
$0.00
Priorities
$0.00
Regular Bills
$0.00
Daily Spending
$0.00
Balance
$0.00
Try switching between timeframes (weekly, fortnightly, monthly, yearly), then review the summary table above and scroll through your individual income and expense items. This can help you uncover patterns, identify overspending, and see how small changes can add up over time.