Financial

From My Care Budget
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a housethings

looking after that money.

The idea is that you download the templates that look suitable for you, then change them so they fit what you need. You can then always email us at [email protected] with your version and we'll add it.

We do not claim to be legal experts, we are people that run Personal health Budgets for ourselves or for a close family member, as such this wiki is to be viewed as platform where we (and you!) can make documents publicly available for others to view and make use of it, after the documents are reviewed as being fit for purpose. More on our Disclaimers page here.


FINANCIAL ASSESSMENT
money

There are times when you need to calculate how much money you have coming in and going out. This template can help with that, it is not a full set for everyone so make sure you add in any extras.

Click here to download in Microsoft Excel format.

Click here to view in Google Sheets format.

PETTY CASH POLICY
A bandaged hand

This policy outlines where petty cash is stored, what to use it for, and how it is accounted.

Click here to download in Microsoft Word format.

Click here to view in Google Docs format.

Click here to download in PDF format.

VAT EXEMPTION
index card

You may be exempt from paying VAT on some goods and services. The link in the form explains more.

Click here to download in Microsoft Word format.

Click here to view in Google Docs format.

Click here to download in PDF format.