Understanding where your money goes each month is the bedrock of your financial plan. If you’re not giving every pound a purpose then your pounds will find their own way to get spent! Now that you’ve decided that you would like to speak to a financial planner, it is important to put together a clear picture of your spending. This page shows you how to fill in your expenditure questionnaire within the Lifetime Personal Finance Portal.
In the popup box you can add a description and enter your spending. Use the dropdown to specify whether this is a weekly, monthly or annual expense. When you are done, click save and close. NEXT >
The add expenditure popup will let you add a category, description, amount and payment frequency. NEXT >
Once you have completed a section, click “Done”. This will save your changes and will take you back to the spending categories, so that you can go on to complete the next one. NEXT >
Once you have completed all four categories, click “Yes” to mark your expenditure as complete.