CABmoney Budgeting and Debt Calculator (Financial Statement)
Potential Uses
- Priority Creditor Negotiations / Making Offers
- County & Magistrates Court (Possession & Means Hearings etc)
- Non Priority Creditor Negotiations / Making Offers (Informal Arrangement / Debt Management)
- Debt Write-Off Requests
- Debt Management Plan Prelude / Trial / Comparison / Self Help Switch
- Bankruptcy IPA / IPO Guide
- Discretionary Housing Payments
- Charity & Grant Applications etc
- Other Uses
Resources
- Budgeting and Debt Calculator (Financial Statement)
- Sample Letters
These letters can be opened in most Word Processing software (such as MS Word). You can save them to your computer by right-clicking and selecting "Save Target As", and edit them before printing.
The CABmoney Debt and Budgeting Calculator can be used to produce a draft financial statement or act as a basic income & expenditure budgeting guide/tool.
A financial statement can help with negotiations and making offers where priority and non priority creditors are concerned or used at court hearings etc. It can also give you a draft or comparison guide on your current and any potential future financial circumstances.
The CABmoney debt calculator is relatively quick and easy to use, you just input your details and it will do the rest for you – financial statement, automatically calculating disposable income, pro-rata and token offers where applicable.
You don't need to log into the website to fill in your financial statement, but you will be able to save or print it as a Word document for your own records once completed.
When using the debt calculator as a means of negotiating / making offers to creditors or for court & possession hearings etc there are a number of standard letters available on this site to send or use with your financial statement if required (see links on the right).
Priority Creditor Negotiations / Making Offers
The calculator can be used to draft and print off a financial statement to assist in negotiating with and making offers to priority creditors
- Mortgage arrears and Secured loan arrears
- Rent arrears
- Council tax arrears
- Magistrates court fines hearings
- Electric and gas arrears
- Child Support arrears (CSA)
- Income Tax
- Hire Purchase / Conditional Sale
County & Magistrates Court (Possession & Means Hearings etc)
Financial Statements can also be very useful / required for hearings at both county and magistrates courts for example possession and means hearings or to assist with form filling etc
Non Priority Creditor Negotiations / Making Offers (Informal Arrangement / Debt Management)
The calculator can be used to draft and print off a financial statement to assist in negotiating with and making offers to single and multiple non - priority creditors (see our online debt management plan).
- What are Non-Priority Debts?
What are Non-Priority Debts?
These include numerous types of debts where the creditor does not have the extra powers of recovery (for example they cannot take your home or seize goods). This means that they will not have to be treated as a priority and that offers will only be made after arrangements have been agreed with your priority creditors.
Common Examples of Non-Priority Debts
- Credit Cards
- Catalogues
- Unsecured Bank & Building Society Loans
- Personal Loans (including Doorstep Lenders)
- Overdrafts
- Book Clubs
- Water and sewage charge arrears
- Parking penalties issued by Local Authorities
If you have problems paying your non-priority creditors you should always check if you have any relevant insurance cover on your accounts.
Others Which May Be Non-Priority (depending on circumstances)
- Rent Arrears / Mortgage Shortfalls (previous properties)
- Electricity & Gas (previous property or old supplier)
- Hire Purchase (where goods have been re-possessed)
- Telephone (disconnected accounts land & mobiles)
- Rental Agreements (old accounts, TV / Sky etc)
- Clubs (example health / slimming)
- Benefit Overpayments (where benefit no longer paid and not subject to a DWP Direct Earning Attachment pilot scheme DEA)
- Social Fund Loans (where benefit no longer paid and not subject to a DWP Direct Earning Attachment pilot scheme DEA)
Debt Write-Off Requests
If a debt write-off request is an appropriate option for dealing with your creditors, you may also need to include an up-to-date financial statement when you write to your creditors.
Debt Management Plan Prelude / Trial / Comparison / Self Help Switch
If you have debt problems and a Debt Management Plan (DMP) is a suitable and appropriate option (long or short term) then you may be considering self administering the plan.
Or you may be currently using a debt management plan provider / system and considering switching to self administering.
For debt management plan purposes the debt calculator can be used for educational, trial and comparison purposes or as a prelude to using the CABmoney online debt management plan system.
Bankruptcy IPA / IPO Guide
Putting in your income and expenditure can give you a guide to the amount of disposable income (if any) you have left after essential expenditure.
- Income Payment Agreements & Orders (IPAs / IPOs)
- Income payments orders and income payments agreements
Discretionary Housing Payments (DHP)
Discretionary Housing Payments are payments Local Authorities (Councils) may be able to make to someone who needs extra help with housing costs.
If you are entitled to some help towards your rent or Council Tax, you may be able to apply for an additional award known as a Discretionary Housing Payment (DHP).
Discretionary Housing Payments (DHP) are paid on top of Housing & Council Tax Benefit are paid to people who find that the shortfall between their benefit and housing costs causes them exceptional hardship
Local Authorities only have a certain amount of money available for DHP payments with any awards being at their discretion.
You have to apply for a DHP in writing in line with your Local Authorities application procedure.
You will need to give the reasons why you cannot afford the shortfall between your benefit and your housing costs.
You will also need to provide proof (Financial Statement) of the money you have coming in and going out.
If in any doubt on entitlement and how to apply check with your Local Authority (Council) as to their DHP procedure and / or seek independent advice and assistance if necessary
Further Information
Charity & Grant Applications etc
The calculator may be of assistance when considering or making applications to charities and grant providers. Income and expenditure information and financial statements are often required as part of the application process.
- Severn Trent Trust Fund and other water trusts
- EDF Energy Trust
- Royal British Legion
- Turn2Us enables you to search for charities
Other Uses
The calculator can be used for basic budgeting purposes and calculating disposable income, current and change of circumstances wise (positive & negative) or utilized in other ways.