Budgeting - your assets

Here you need to list all your assets, that is, everything you own that has some value in its own right, like cash, or has a resale value. Be realistic about secondhand or used values.

• Your home or any other property
• Shares, PEPs, ISAs, Unit & Investment Trusts - show current valuations
• Government Securities, bonds
• Insurance (Endowment policies)
• Pension Plans
• Cars or commercial vehicles, motorcycle, caravan, boat
• Cash in current account
• Cash in deposit/saving account
• Antiques, works of art
• Collectables
• Domestic or other equipment that would have a resale value
• Monies owed to you or your spouse

Now use the checklist  for Budgeting your liabilities

Budgeting your expenses