What is an Income & Expenditure form?
An income and expenditure form, sometimes referred to as a budget planner, is used to understand a person’s financial position.
By completing a budget planner, it will show you what money you have coming in, what you have going out, what's left over and if you need some extra support. Don't worry if you do - we're here to help.
Personal customers you can find the budget planner here if you haven't used this before, you'll need to sign up by following the instructions on screen.
It's really simple and should only take 15 mins to complete, and then all the details you provide will come through to us.
Business customers please visit our Business Struggling Financially page for information on what you can do and how we can help.
We recommend having any income and spending details available or make sure your able to log in to online/mobile banking to get this information.
Filling in one of these forms is a really important step to help us understand your current situation and to be able to help you find the best option for you.
- You will need to be as accurate as possible to give a true reflection of your situation
- Some expenses will be more of a priority than others
