Another view of your personal finances
With your complicated finances, maybe you aren't exactly sure how much money is coming in and where it is all going.
A Household Report consolidates the income and expenses captured for tax reporting for individual members of your household, as well as all the expenses you incur running your household and lifestyle.
If you choose to use the handy budgeting tool, this report allows you to see how you are tracking at a glance, and helps you stay in control of your finances.
You determine the level of detail about your household spending to report and analyse. The sample Household report breaks expenses into two main groups - Cost of Living and Discretionary.
The next level of detail has categories such as Car, Healthcare and Utilities.
Car expenses are further categorised into insurance, petrol, registration and repairs.
The report is ideal for anyone on a budget, planning for retirement, managing their retirement nest egg or just wants to know where all the money goes!
Click to download a sample SFS Enhanced Household Report