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. This is also available here for you to share directly with your colleagues.

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

The Money Advice Service offers an online budget planner, as well as additional guidance on planning your finances and cutting costs

Download full pack with all activities

Planning your personal budget (1)

PDF 6.5MB