Budgeting

We establish your monthly personal and family budget

To obtain your budget, you provide us with a list of all your annual income and expenses which we will classify in your monthly budget:

• Invoices / eBill
• Insurance
• Credit card details
• DD / LSV
• Standing orders / transfers
• Cash / Twint
• Taxes (or calculated by simulation)

We will need the reason for the expenses for classification. We will then send you a file of your fixed budget, divided into around fifty sections.

The budget can be distributed between family members by indicating the members concerned by the operations or you will define the distributions for each section.

We offer other alternatives, having the advantage of generating your budget continually adjusted according to all your income and expenses:

• Ordering our budget files (Excel)
  • You enter all your annual expenses to obtain your monthly budget
• Financial management mandate (monthly)
  • We enter your transactions monthly in your budget