Step 2 Work out your business and household budget

If you run your own business you will normally be a sole trader, a partner in a partnership or a director of a limited company. This is called your 'business status'. Our budget tool has a range of tailored budgets. Which is the best budget for you will depend on your business status and your other circumstances. Use our short decision tree, to find the budget that is right for you. If you are not sure, contact us for advice.

Do any of the following apply to you?

Do you have a buy-to-let property? or
Do you pay tax through the Construction Industry Scheme (CIS) or
Do you have more than one job? or
Are you over State Pension age? or
Are you a foster carer? or
Are you a fisherman?
  • Yes
  • No
What is your trading status?
  • Sole Trader
  • Partnership
  • Limited Company
Do you have any shared outgoings between your business and household? If you are not sure you can contact us for advice.
  • Yes
  • No
Does your partnership have 5 or more partners?
  • Yes
  • No
Are you drawing a regular and fixed salary?
  • Yes
  • No
Do you have any shared outgoings between your business and household? If you are not sure you can contact us for advice.
  • Yes
  • No
Please complete the 'Business and household budget sheet' (with split outgoings)

View sheet
Please complete the 'Business and household budget sheet' (no split outgoings)

View sheet
Please complete the 'Partnership budget sheet' (with split outgoings) sheet

View sheet
Please complete the 'Partnership budget sheet' (no split outgoings) sheet

View sheet
Please complete the 'Household budget sheet'

View sheet
You need to call us!

0800 197 6026
Already done a budget?

If you have already saved a budget, you can reload it here to view or make changes.