Budget Planners

Easily view, edit, search, sort and filter budget planners for your clients from the SMART Insure™ budget planners page.

Click on the Clients name to view their budget planner.

Adding A Budget Planner:

1. Click Add Budget Planner from the top menu or click Add New from the Budget Planner page.
2. Select a client or add a new client.
3. Click Start.

Income:

1. Enter the client’s income amount
2. Select the frequency in which your client receives their income (per year, month, fortnight, or week).

Budget:

Housing Expenditure:

Enter a total or click Housing or the down arrow button beside the totals entry box to display a breakdown list to enter your figures for any of the following items:

• Rent.
• Mortgages.
• Local Body Bills.
• Maintenance.

The total will automatically display for you.

Click on Clear to clear all entries in the breakdown.

Household Operations Expenditure:

Enter a total or click Household Operations or the down arrow button beside the totals entry box to display a breakdown list to enter your figures for any of the following items:

• Appliances
• Power
• Gas
• Telephone
• Furniture
• Household Supplies

The total will automatically display for you.

Click on Clear to clear all entries in the breakdown.

Clothing Expenditure:

Enter a total or click Clothing or the down arrow button beside the totals entry box to display a breakdown list to enter your figures for any of the following items:

• Clothes
• Footwear

The total will automatically display for you.

Click on Clear to clear all entries in the breakdown.

Food Expenditure:

Enter a total or click Food or the down arrow button beside the totals entry box to display a breakdown list to enter your figures for any of the following items:

• Groceries
• Meat
• Takeaways
• Restaurant Meals

The total will automatically display for you.

Click on Clear to clear all entries in the breakdown.

Transport Expenditure:

Enter a total or click Transport or the down arrow button beside the totals entry box to display a breakdown list to enter your figures for any of the following items:

• Car Registration
• Petrol / Oil
• Maintenance
• Public Transport

The total will automatically display for you.

Click on Clear to clear all entries in the breakdown.

Other Services Expenditure:

Enter a total or click Other Services or the down arrow button beside the totals entry box to display a breakdown list to enter your figures for any of the the following items:

• Savings
• Insurances
• Leisure Services
• Health Services
• Education

The total will automatically display for you.

Click on Clear to clear all entries in the breakdown.

Other Goods Expenditure:

Enter a total or click Other Goods or the down arrow button beside the totals entry box to display a breakdown list to enter your figures for any of the the following items:

• Alcohol
• Cigarettes
• Leisure Goods
• Books
• Magazines
• Newspapers

The total will automatically display for you.

Click on Clear to clear all entries in the breakdown.

Actions:

In the right hand panel, you have the following actions:

1. View Client Details – View the client’s profile page.
2. Delete – Delete the Budget Planner.
3. Exit – Exit the page.
4. Update – Save any changes made.