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Sorry SOA

Hi all

I'm a newbie here today after digging my head up out of the sand and working out our SOAs. So here it is:

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................ 1156
Partners monthly income after tax....... 1400
Benefits................................ 80
Other income............................ 0
Total monthly income.................... 2636
Monthly Expense Details
Mortgage................................ 0
Secured/HP loan repayments.............. 0
Rent.................................... 575
Management charge (leasehold property).. 0
Council tax............................. 115
Electricity............................. 50
Gas..................................... 50
Oil..................................... 0
Water rates............................. 30
Telephone (land line)................... 10
Mobile phone............................ 70
TV Licence.............................. 12
Satellite/Cable TV...................... 0
Internet Services....................... 7.5
Groceries etc. ......................... 200
Clothing................................ 0
Petrol/diesel........................... 150
Road tax................................ 15
Car Insurance........................... 35
Car maintenance (including MOT)......... 30
Car parking............................. 0
Other travel............................ 0
Childcare/nursery....................... 650
Other child related expenses............ 0
Medical (prescriptions, dentist etc).... 25
Pet insurance/vet bills................. 6
Buildings insurance..................... 0
Contents insurance...................... 15
Life assurance ......................... 0
Other insurance......................... 0
Presents (birthday, christmas etc)...... 50
Haircuts................................ 20
Entertainment........................... 0
Holiday................................. 0
Emergency fund.......................... 0
Total monthly expenses.................. 2115.5

Assets
Cash.................................... 0
House value (Gross)..................... 0
Shares and bonds........................ 0
Car(s).................................. 5000
Other assets............................ 0
Total Assets............................ 5000

No Secured nor Hire Purchase Debts
Unsecured Debts
Description....................Debt......Monthly...APR
Car............................7680......160.......7.9
Mum............................3700......80........0
HSBC...........................14500.....350.......6.9
M & S card.....................4000......99........14.9
Total unsecured debts..........29880.....689.......-

Monthly Budget Summary
Total monthly income.................... 2,636
Expenses (including HP & secured debts). 2,115.5
Available for debt repayments........... 520.5
Monthly UNsecured debt repayments....... 689
Amount short for making debt repayments. -168.5
Personal Balance Sheet Summary
Total assets (things you own)........... 5,000
Total HP & Secured debt................. -0
Total Unsecured debt.................... -29,880
Net Assets.............................. -24,880

Where oh where do we go from here?! Has anyone else been in quite such a mess?!?! xxx

Comments

  • Tixy
    Tixy Posts: 31,455 Forumite
    Hi and welcome, well done on posting - and don't worry people have certainly been in a bigger mess than this SOA - and come out the other side.
    Hi all

    I'm a newbie here today after digging my head up out of the sand and working out our SOAs. So here it is:

    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................ 1156
    Partners monthly income after tax....... 1400
    Benefits................................ 80 have you checked to see if you can get any child tax credits at all? look on www.entitledto.co.uk
    Other income............................ 0
    Total monthly income.................... 2636
    Monthly Expense Details
    Mortgage................................ 0
    Secured/HP loan repayments.............. 0
    Rent.................................... 575
    Management charge (leasehold property).. 0
    Council tax............................. 115
    Electricity............................. 50 have you shopped around for a cheaper provider for gas & elec? do you have any arrears? have you tried to reduce your usage?
    Gas..................................... 50
    Oil..................................... 0
    Water rates............................. 30
    Telephone (land line)................... 10
    Mobile phone............................ 70 are you both in contract? try reducing a tariff or if not in contract look for a cheaper deal?
    TV Licence.............................. 12
    Satellite/Cable TV...................... 0
    Internet Services....................... 7.5
    Groceries etc. ......................... 200 not bad, how old is your child? you might be able to save a little off this.
    Clothing................................ 0
    Petrol/diesel........................... 150 is it all essential travel? do you drive efficently?
    Road tax................................ 15
    Car Insurance........................... 35 did you shop around at renewal?
    Car maintenance (including MOT)......... 30
    Car parking............................. 0
    Other travel............................ 0
    Childcare/nursery....................... 650 do you do this tax efficently? can either of you get vouchers from work towards? how soon until they start school?
    Other child related expenses............ 0
    Medical (prescriptions, dentist etc).... 25 quite high, is this all prescriptions? would a prepay ticket save?
    Pet insurance/vet bills................. 6
    Buildings insurance..................... 0
    Contents insurance...................... 15
    Life assurance ......................... 0
    Other insurance......................... 0
    Presents (birthday, christmas etc)...... 50 try to reduce this (perhaps halve for now)
    Haircuts................................ 20
    Entertainment........................... 0
    Holiday................................. 0
    Emergency fund.......................... 0
    Total monthly expenses.................. 2115.5

    Assets
    Cash.................................... 0
    House value (Gross)..................... 0
    Shares and bonds........................ 0
    Car(s).................................. 5000
    Other assets............................ 0
    Total Assets............................ 5000

    No Secured nor Hire Purchase Debts
    Unsecured Debts
    Description....................Debt......Monthly...APR
    Car............................7680......160.......7.9 is this secured on the car?
    Mum............................3700......80........0
    HSBC...........................14500.....350.......6.9
    M & S card.....................4000......99........14.9
    Total unsecured debts..........29880.....689.......-

    Monthly Budget Summary
    Total monthly income.................... 2,636
    Expenses (including HP & secured debts). 2,115.5
    Available for debt repayments........... 520.5
    Monthly UNsecured debt repayments....... 689
    Amount short for making debt repayments. -168.5 - this maybe able to be made up, if not there are still solutions such as a DMP.
    Personal Balance Sheet Summary
    Total assets (things you own)........... 5,000
    Total HP & Secured debt................. -0
    Total Unsecured debt.................... -29,880
    Net Assets.............................. -24,880

    Where oh where do we go from here?! Has anyone else been in quite such a mess?!?! xxx

    Just a few starting suggestions, I'm sure others will have more. Can either of you work any extra hours/overtime?
    A smile enriches those who receive without making poorer those who give
    or "It costs nowt to be nice"
  • RAS
    RAS Posts: 36,545 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    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................ 1156
    Partners monthly income after tax....... 1400
    Benefits................................ 80 - check www.entitledto.com in case you ca get more
    Other income............................ 0
    Total monthly income.................... 2636
    Monthly Expense Details
    Mortgage................................ 0
    Secured/HP loan repayments.............. 0
    Rent.................................... 575
    Management charge (leasehold property).. 0
    Council tax............................. 115
    Electricity............................. 50
    Gas..................................... 50
    Oil..................................... 0
    Water rates............................. 30
    Telephone (land line)................... 10
    Mobile phone............................ 70 - this is huge. You both need to ry and cut the package you are on.
    TV Licence.............................. 12
    Satellite/Cable TV...................... 0
    Internet Services....................... 7.5
    Groceries etc. ......................... 200 - you could cut 320-50 off this
    Clothing................................ 0 - what do you actually spend
    Petrol/diesel........................... 150
    Road tax................................ 15
    Car Insurance........................... 35
    Car maintenance (including MOT)......... 30
    Car parking............................. 0
    Other travel............................ 0
    Childcare/nursery....................... 650 - not Child tax credits to pay towards this?
    Other child related expenses............ 0
    Medical (prescriptions, dentist etc).... 25
    Pet insurance/vet bills................. 6
    Buildings insurance..................... 0
    Contents insurance...................... 15
    Life assurance ......................... 0
    Other insurance......................... 0
    Presents (birthday, christmas etc)...... 50 - you need to ahlve this
    Haircuts................................ 20
    Entertainment........................... 0
    Holiday................................. 0
    Emergency fund.......................... 0
    Total monthly expenses.................. 2115.5

    Assets
    Cash.................................... 0
    House value (Gross)..................... 0
    Shares and bonds........................ 0
    Car(s).................................. 5000
    Other assets............................ 0
    Total Assets............................ 5000

    No Secured nor Hire Purchase Debts
    Unsecured Debts
    Description....................Debt......Monthly...APR
    Car............................7680......160.......7.9
    Mum............................3700......80........0
    HSBC...........................14500.....350.......6.9
    M & S card.....................4000......99........14.9
    Total unsecured debts..........29880.....689.......-

    Monthly Budget Summary
    Total monthly income.................... 2,636
    Expenses (including HP & secured debts). 2,115.5
    Available for debt repayments........... 520.5
    Monthly UNsecured debt repayments....... 689
    Amount short for making debt repayments. -168.5
    Personal Balance Sheet Summary
    Total assets (things you own)........... 5,000
    Total HP & Secured debt................. -0
    Total Unsecured debt.................... -29,880
    Net Assets.............................. -24,880

    Where oh where do we go from here?! Has anyone else been in quite such a mess?!?! xxx

    If you have spent £4000 at M&S etc, what do you have that you could sell to pay towards that card?
    If you've have not made a mistake, you've made nothing
  • gonzo127
    gonzo127 Posts: 4,482 Forumite
    Part of the Furniture Combo Breaker
    to your last comment, oh yes there have been people on here who have been in much worse situations so dont panic!

    ok the first things that jump out at me

    mobile phones, thats a lot of money a month, are you still in contract? if not you should cancel and find a cheaper tarrif, if you are still in contract phoen them up and ask to be dropped to a lower (but still suitable) tarrif

    childcare - auch, is there a cheaper one in the area? i know this will sound a little harsh however it is a lot and although there might be tears to start of with once they have settled in you shouldnt have a problem, kids are remarkable creatures who will adjust given a bit of time

    benifits - this seems very low, make sure you are getting everything you should be, check www.entitledto.com

    other than this going to one of the debt charities might be a good idea as a DMP is possible if you cant make the savings required to come in within budget
    Drop a brand challenge
    on a £100 shop you might on average get 70 items save
    10p per product = £7 a week ~ £28 a month
    20p per product = £14 a week ~ £56 a month
    30p per product = £21 a week ~ £84 a month (or in other words one weeks shoping at the new price)
  • Wow thank you for your responses. Will take a proper look at them when I get home tonight...

    Maybe one day I will be debt free....just maybe! x
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