Topic Summary
A budget is a plan for your finances, balancing income and expenses. There are two main components:
- Income: How much money is available each month.
- Expenditures: Regular payments that need to be made.
When income exceeds expenses, you have a balanced budget, leaving money for additional needs, wants, or savings.
Reasons to Budget:
- Gain control over your money
- Understand spending habits and identify areas to cut back
- Save for future goals
- Enhance financial security
- Increase confidence and overall wellbeing
Budgeting and Wellbeing:
- Inflation is the rise in prices of goods and services. The Bank of England aims to keep inflation at 2%.
- After a period of high inflation, rates returned to 2% in July 2024.
- Rising inflation can be stressful, but it changes over time.
- Adjusting your budget by reconsidering needs versus wants can help manage financial pressures.
- There are various advisory services available for families facing financial difficulties.
Question
What is meant by a balanced budget?
Discussion
How might a person’s needs and wants change over time?
How it works in real life
Think about a savings goal you would like to reach. Calculate your needs and wants to determine how much you might be able to save each month toward your goal.