Find yourself with no savings at the end of the month? This sheet will give you a clear idea on the source of your income and the method in which it gets spent. Use this to tackle your costs more methodically. Enter either the monthly amount or the annual one. Once done, the other will be automatically calculated.

Income

Monthly

Annual

Post-tax salary

Spouse's income

Investment income

Rental income

Other income

Total Income

Expenses

Monthly

Annual

Household Expenses

Grocery

Medical

House help

Laundry

Basic ammenities (electricity, water, gas)

Phone

Mobile

Transportation

Cable

Lifestyle Expenses

Books

Newspapers

Clothing

Personal care

Entertainment

Travel

Holiday

Eating out

Club/ Gym membership

Fixed Expenses

House rent

Children's fees

Home loan

Auto Loan Instalment

Other Loan Instalment

Insurance Premium

Miscellaneous Expenses

Household gadgets

White goods

Festivals

Family obligations

Other

Total Expenses

Submit   


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Investor are requested to note that, pursuant to SEBI circular no. SEBI/HO/IMD/DF2/CIR/P/2020/175 dated September 17, 2020 read with circular no. SEBI/HO/IMD/DF2/CIR/P/2020/253 dated December 31, 2020, effective from February 1, 2021, the applicable NAV in respect of purchase of units of mutual fund scheme shall be subject to realization & availability of the funds in the bank account of mutual fund before the applicable cut off timings, irrespective of the amount of investment, under all mutual fund schemes. To know more about payment modes available : CLICK HERE   |   Pursuant to the guidelines received from AMFI and latest directives of Central & State Governments and Municipal authorities, branch offices of LIC MF AMC and the ISCs (“Official Points of Acceptance”) of the RTA (M/s. KFin Technologies Pvt. Ltd) shall be closed effective 23-March-2020 and thereby no physical transactions shall be accepted till situation improves. Investors are requested to only adopt online means of transacting. For more information click here | KYC IS ONE TIME EXERCISE WHILE DEALING IN SECURITIES MARKET - ONCE KYC IS DONE THROUGH A SEBI REGISTERED INTERMEDIARY {MUTUAL FUND, BROKER, DEPOSITORY, PARTICIPANTS, ETC.}, YOU NEED NOT UNDERGO THE SAME PROCESS AGAIN WHEN YOU APPROACH ANOTHER INTERMEDIARY