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just starting out ondebt journey

Statement of Affairs and Personal Balance Sheet

Household Information

Number of adults in household........... 2
Number of children in household......... 1
Number of cars owned.................... 1

Monthly Income Details

Monthly income after tax................ 849.25
Partners monthly income after tax....... 1240
Benefits................................ 115.82
Other income............................ 0
Total monthly income.................... 2205.07


Monthly Expense Details

Mortgage................................553.24 plus one payment of £125.60 arrears left to pay
Secured loan repayments................. 0
Rent.................................... 0
Management charge (leasehold property).. 0
Council tax............................. 141
Electricity............................. 100.00 (50.00 to account 50 00 arrears)
Gas..................................... 41
Oil..................................... 0
Water rates............................. 32.72
Telephone (land line)...................62.50 (this is a gray as i have an outstanding bill with them of £690.00 approx run up by DD2 2 mobiles so phone is completly barred)
Mobile phone............................ 65.00(25.00 dd2 phone,20.00 oh,20.00mine both payg)
TV Licence.............................. 11.61
Satellite/Cable TV...................... 36
Internet Services....................... 18.47
Groceries etc. ......................... 300.00 (have got food bill down over the last few weeks from £125.00 to £75.00)
Clothing................................ 0
Petrol/diesel........................... 80
Road tax................................ 15
Car Insurance........................... 31.57
Car maintenance (including MOT)......... 10
Car parking............................. 0
Other travel............................ 0
Childcare/nursery....................... 0
Other child related expenses............ 0
Medical (prescriptions, dentist etc).... 0
Pet insurance/vet bills................. 0
Buildings insurance..................... 39.16
Contents insurance...................... 0
Life assurance ......................... 0
Other insurance......................... 0
Presents (birthday, christmas etc)...... 60
Haircuts................................ 10
Entertainment........................... 0
Holiday................................. 0
Emergency fund.......................... 25
Total monthly expenses................1757.87



Assets

Cash.................................... 0
House value (Gross)..................... 245000
Shares and bonds........................ 0
Car(s).................................. 500
Other assets............................ 0
Total Assets............................ 245500



Secured Debts

Description....................Debt......Monthly...APR
Mortgage...................... 100000...(701.36)...0
Total secured debts........... 100000....-.........-


Unsecured Debts
Description....................Debt......Monthly...APR
barclay card...................4647......104.......0
rbs............................8127.3....177.......0
barclays o/d...................1388......0.........0
gus............................300.......0.........0
Total unsecured debts..........14462.3...281.......-



Monthly Budget Summary

Total monthly income.................... 2,205.07
Expenses (including secured debts)...... 1757.87
Available for debt repayments...........447.20
Monthly UNsecured debt repayments....... 281
Amount left after debt repayments......166.20


Personal Balance Sheet Summary
Total assets (things you own)........... 245,500
Total Secured debt...................... -100,000
Total Unsecured debt.................... -14,462.3
Net Assets.............................. 131,037.7


Created using the SOA calculator at www.makesenseofcards.com.
Reproduced on Moneysavingexpert with permission.
July grocery challenge £250.00/£408.93
August grocery challenge£350.00
2/8£28.46

Comments

  • barneydee wrote: »
    Statement of Affairs and Personal Balance Sheet

    Household Information
    Number of adults in household........... 2
    Number of children in household......... 1
    Number of cars owned.................... 1

    Monthly Income Details
    Monthly income after tax................ 849.25
    Partners monthly income after tax....... 1240
    Benefits................................ 115.82
    Other income............................ 0
    Total monthly income.................... 2205.07

    Monthly Expense Details
    Mortgage................................ 701.36
    Secured loan repayments................. 0
    Rent.................................... 0
    Management charge (leasehold property).. 0
    Council tax............................. 138
    Electricity............................. 78
    Gas..................................... 41
    Oil..................................... 0
    Water rates............................. 32.72
    Telephone (land line)................... 0
    Mobile phone............................ 85 can you cut this down?
    TV Licence.............................. 11.61
    Satellite/Cable TV...................... 36 switch to freeview
    Internet Services....................... 18.47
    Groceries etc. ......................... 500:eek: OMG you can definitely cut this right down, go onto the OS board
    Clothing................................ 0
    Petrol/diesel........................... 80
    Road tax................................ 15
    Car Insurance........................... 31.57
    Car maintenance (including MOT)......... 10
    Car parking............................. 0
    Other travel............................ 0
    Childcare/nursery....................... 0
    Other child related expenses............ 0
    Medical (prescriptions, dentist etc).... 0
    Pet insurance/vet bills................. 0
    Buildings insurance..................... 39.16 you can get this much cheaper
    Contents insurance...................... 0
    Life assurance ......................... 0
    Other insurance......................... 0
    Presents (birthday, christmas etc)...... 60 a month? can you reduce this?
    Haircuts................................ 10
    Entertainment........................... 0
    Holiday................................. 0
    Emergency fund.......................... 25
    Total monthly expenses.................. 1912.89


    Assets
    Cash.................................... 0
    House value (Gross)..................... 245000
    Shares and bonds........................ 0
    Car(s).................................. 500
    Other assets............................ 0
    Total Assets............................ 245500


    Secured Debts
    Description....................Debt......Monthly...APR
    Mortgage...................... 100000...(701.36)...0
    Total secured debts........... 100000....-.........-

    Unsecured Debts
    Description....................Debt......Monthly...APR
    barclay card...................4647......104.......0
    rbs............................8127.3....177.......0
    barclays o/d...................1388......0.........0
    gus............................300.......0.........0
    Total unsecured debts..........14462.3...281.......-


    Monthly Budget Summary
    Total monthly income.................... 2,205.07
    Expenses (including secured debts)...... 1,912.89
    Available for debt repayments........... 292.18
    Monthly UNsecured debt repayments....... 281
    Amount left after debt repayments....... 11.18

    Personal Balance Sheet Summary
    Total assets (things you own)........... 245,500
    Total Secured debt...................... -100,000
    Total Unsecured debt.................... -14,462.3
    Net Assets.............................. 131,037.7

    Created using the SOA calculator at www.makesenseofcards.com.
    Reproduced on Moneysavingexpert with permission.
    Hi and welcome biggest thing I can see is your grocery bill which is huge for 3 of you, I have managed to cut mine down to £200 a month for 4 of us
    Aug GC £63.23/£200, Total Savings £0
  • thanks milliemnster for your ideas yes i agree our grocery amount is large i do plan to get this down in the new year i based the amount on what i spent over the christmas period so i gess it is a little on the high side, my problem at the moment is i am one payment i arrears with my rbs and about a £1000.00 on my mortgage, the problem being i have had to cancel all my direct debits as barclays where bouncing every thing and charging me £22.00 every 5 days, we do have another bank account which has no overdraft facility or debit card so we are having our bill's paid from that, but i just do not know where to start with dealing with my credit card debts as at the moment i just can not see i will be able to met the minimum amount any help would be great.
    Dee
    July grocery challenge £250.00/£408.93
    August grocery challenge£350.00
    2/8£28.46
  • at the moment don't worry about the rbs loan, are you saying you have £1000 arrears on your mortgage? if so this is your priority, have you suggested a payment plan to repay the arrears?, you could halve your grocery bill and offer £200 extra on this to have that cleared in 5 months.

    In the meantime, there isn't a lot of surplus left over, can either of you increase your income in any way?, have a look at the up your income board for ideas and inspiration to earn a bit extra

    Once the arrears are paid, you can then use that money to overpay your debts, I would also advise keeping a strict spending diary to ensure you stay within budget

    good luck, all hope is not lost!!!
    Aug GC £63.23/£200, Total Savings £0
  • Merlot
    Merlot Posts: 1,890 Forumite
    barneydee wrote: »
    Statement of Affairs and Personal Balance Sheet

    Household Information
    Number of adults in household........... 2
    Number of children in household......... 1
    Number of cars owned.................... 1

    Monthly Income Details
    Monthly income after tax................ 849.25
    Partners monthly income after tax....... 1240
    Benefits................................ 115.82
    Other income............................ 0
    Total monthly income.................... 2205.07

    Monthly Expense Details
    Mortgage................................ 701.36 - can you go interest only for a while, talk to your lender tomorrow, they should want to help you.
    Secured loan repayments................. 0
    Rent.................................... 0
    Management charge (leasehold property).. 0
    Council tax............................. 138
    Electricity............................. 78 - too high, check out uswitch.com
    Gas..................................... 41
    Oil..................................... 0
    Water rates............................. 32.72
    Telephone (land line)................... 0 - you have internet so you must have line rental
    Mobile phone............................ 85 - gosh this is far too high
    TV Licence.............................. 11.61
    Satellite/Cable TV...................... 36 - Get rid of today
    Internet Services....................... 18.47 - too high
    Groceries etc. ......................... 500 - far far too high
    Clothing................................ 0
    Petrol/diesel........................... 80
    Road tax................................ 15
    Car Insurance........................... 31.57
    Car maintenance (including MOT)......... 10
    Car parking............................. 0
    Other travel............................ 0
    Childcare/nursery....................... 0
    Other child related expenses............ 0
    Medical (prescriptions, dentist etc).... 0
    Pet insurance/vet bills................. 0
    Buildings insurance..................... 39.16 - too high
    Contents insurance...................... 0
    Life assurance ......................... 0
    Other insurance......................... 0
    Presents (birthday, christmas etc)...... 60 - far far too much
    Haircuts................................ 10
    Entertainment........................... 0
    Holiday................................. 0
    Emergency fund.......................... 25 - Your priority is your mortgage.
    Total monthly expenses.................. 1912.89


    Assets
    Cash.................................... 0
    House value (Gross)..................... 245000
    Shares and bonds........................ 0
    Car(s).................................. 500
    Other assets............................ 0
    Total Assets............................ 245500


    Secured Debts
    Description....................Debt......Monthly...APR
    Mortgage...................... 100000...(701.36)...0
    Total secured debts........... 100000....-.........-

    Unsecured Debts
    Description....................Debt......Monthly...APR
    barclay card...................4647......104.......0
    rbs............................8127.3....177.......0
    barclays o/d...................1388......0.........0
    gus............................300.......0.........0
    Total unsecured debts..........14462.3...281.......-


    Monthly Budget Summary
    Total monthly income.................... 2,205.07
    Expenses (including secured debts)...... 1,912.89
    Available for debt repayments........... 292.18
    Monthly UNsecured debt repayments....... 281
    Amount left after debt repayments....... 11.18

    Personal Balance Sheet Summary
    Total assets (things you own)........... 245,500
    Total Secured debt...................... -100,000
    Total Unsecured debt.................... -14,462.3
    Net Assets.............................. 131,037.7

    Created using the SOA calculator at www.makesenseofcards.com.
    Reproduced on Moneysavingexpert with permission.


    Welcome to the DFW board.

    Your immediate priority is the mortgage, you need to speak to your lender and come to some arrangement over the arrears, please please do this tomorrow.

    As far all the other debt, as long as it is not secured on your house, write a letter offering token payments of a £1 until you have cleared your arrears with the mortgage company.

    Your priority debts/bills at this time are:

    Mortgage
    Council Tax
    uiltity bills - water, gas, electricity
    Any secured borrowing,

    Everyone else, you can write too and make a token payment too. Please also call one of the debt charities, like CCCS, they will be able to offer you some excellent advice.

    I wish you well on being debt free, I can really see light at the end of the tunnel on your situation. Think before you spend anything: do you need it, can I get it cheaper.

    Merlot.x.
    "Wisdom doesn't automatically come with old age. Nothing does, except wrinkles. It's true, some wines improve with age. But only if the grapes were good in the first place." — Abigail Van Buren
  • hi milliemonster
    i am paying my mortgage people a instulment of £701.36 which covers the december payment that should have been paid on 15th but had to wait for OH payment to clear the bank and next month the will be taking them by DD.

    Our money problems have got worse over the last couple of years due to my having being made redundant from a job i had been in for 25 years where i was earning £24,000 and being out of work for six months, i then got a job locally to where i live working for Mr S earning just under £13k a year, i have been looking for something in my old field (accounts) but no luck yet and at the moment i need to be working local as i am having lots of problems with my daughter not going to school .

    I want to start 2009 on a good footing my plans are;
    keep a spending diary
    half my debts by next christmas
    be more organized (i'm the most disoranized person)
    plan my meals in advance and live of my sore cupboard/freezer which are both fit to burst.

    Sorry to go on i have not yet got the hang of these boards yet but i've been amazed at some of the advice and tips given out so if any one can help i'd be very greatful

    Dee
    July grocery challenge £250.00/£408.93
    August grocery challenge£350.00
    2/8£28.46
  • Hi Merlot
    thanks for your advice as isaid in a previous post i am send the mortgage people a check for £701.36 which was for Decembers payment that was due on 15th but had to wait for OH wages to go in the bank as he is paid weekly and in cash and we where waitting for his Christmas bonus.

    Yes we do have a land line did'nt have the paper work to hand when ifilled in the soa but i will adjust, at the moment we have a bill owing to them for £436.00 approx due DD running up bills calling mobiles (have know had call barring put on)

    The mobile phone is £25.00 DD phone my OH and i have pay as you go so i put on mine £10.00 per week, and as he dose not use his phone so much his is about £20 a month.


    Dee
    July grocery challenge £250.00/£408.93
    August grocery challenge£350.00
    2/8£28.46
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