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SOA - Final draft!

Is this OK now???? :confused:

Statement of Affairs and Personal Balance Sheet
Monthly Income Details

Monthly income after tax................ 499.85
Partners monthly income after tax....... 0
Benefits................................ 925.11
Other income............................ 0
Total monthly income.................... 1424.96

Monthly Expense Details

Mortgage................................ 0
Secured/HP loan repayments.............. 0
Rent.................................... 274.54
Management charge (leasehold property).. 0
Council tax............................. 103
Electricity............................. 40
Gas..................................... 0
Oil..................................... 60
Water rates............................. 48.4
Telephone (land line)................... 40
Mobile phone............................ 20
TV Licence.............................. 12
Satellite/Cable TV...................... 0
Internet Services....................... 0
Groceries etc. ......................... 525
Clothing................................ 50
Petrol/diesel........................... 120
Road tax................................ 16
Car Insurance........................... 23.37
Car maintenance (including MOT)......... 20
Car parking............................. 0
Other travel............................ 0
Childcare/nursery....................... 0
Other child related expenses............ 20
Medical (prescriptions, dentist etc).... 20
Pet insurance/vet bills................. 0
Buildings insurance..................... 0
Contents insurance...................... 0
Life assurance ......................... 0
Other insurance......................... 0
Presents (birthday, christmas etc)...... 0
Haircuts................................ 30
Entertainment........................... 0
Holiday................................. 0
Emergency fund.......................... 0
Total monthly expenses.................. 1422.31


Assets

Cash.................................... 0
House value (Gross)..................... 0
Shares and bonds........................ 0
Car(s).................................. 300
Other assets............................ 0
Total Assets............................ 300


No Secured nor Hire Purchase Debts

Unsecured Debts
Description....................Debt......Monthly...APR
(Unnamed debt).................55000.....0.........0
Total unsecured debts..........55000.....0.........-


Monthly Budget Summary

Total monthly income.................... 1,424.96
Expenses (including HP & secured debts). 1,422.31
Available for debt repayments........... 2.65
Monthly UNsecured debt repayments....... 0
Amount left after debt repayments....... 2.65

Personal Balance Sheet Summary
Total assets (things you own)........... 300
Total HP & Secured debt................. -0
Total Unsecured debt.................... -55,000
Net Assets.............................. -54,700

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

Comments

  • fiveyearplan
    fiveyearplan Posts: 10,145 Forumite
    Part of the Furniture 10,000 Posts Combo Breaker
    Hi CJOR - it looks okay to me except you need to round figures up or down to nearest pound. Also, I can't compare it to the comments that were made before because you put this into a new thread so I don't have the benefit of others' comments but it you included them thats good.

    :j :j


This discussion has been closed.
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