Planning your personal budget

This module will help learners identify their sources of income and understand how to create a budget which tracks their income and expenditure.

At the end of the module learners will be able to:

  • Identify their sources of income
  • Understand how to create a budget that tracks income and expenditure

Virtual training session and top tips:

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 the adult learners you are supporting.

You or your learners 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

Choose to download one or more individual resources

Planning your personal budget


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