Planning your personal budget
This learning module helps colleagues to identify their sources of income and understand how to create a budget which tracks their income and expenditure.
Download the PDF file for easy to follow activities that will help employees to:
- Identify their sources of income
- Understand how to create a budget that tracks income and expenditure
LifeSkills has partnered with education charity Business in the Community to deliver virtual training sessions that can be watched at home. The video below provides an interactive virtual delivery of the planning your personal budget module.
You or your colleagues may also find the following links useful to support conversations about budgeting.
Our editable budget planner helps plan regular and one-off expenditure on a weekly, monthly or yearly basis and also contains a spending diary to help identify spending patterns.
entitledto gives guidance on benefits that you may be entitled to
Citizens Advice provide an online budget tool and guidance on where to get help with paying bills
Step Change offer templates and tips on making budgeting easier
MoneyHelper offers an online budget planner, as well as additional guidance on planning your finances and cutting costs
