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Whether you’re a worst-case-scenario worrier or you’ve got a goal in mind, the right savings account can make all the difference.
Please complete the form below in as much detail as you can and as accurately as possible to help us see:
This budget is based on monthly amounts. If any of your income or expenses aren’t monthly, please let us know the monthly equivalent in the Additional Notes section.
Once you’ve completed the form, it’ll go straight to our team. They’ll be in touch with you shortly to chat about your arrangement.
Please note: If you don’t need to declare an income or expenditure for one of the items below, just type 0 as your answer.
First Name
Last Name
Email Address
Telephone / Mobile Number
thisbank UK Loan Account Number Please enter your thisbank Loan Account Number to help our team find your details.
Your Employment Select Employment StatusEmployedSelf-employedUnemployed
Are you up to date with priority bills? See list at the end of the form to list any priority bills outstanding YesNo
Additional Notes Anything else you think we should know?
Salary or Wages (Take Home)
Partner Salary or Wages (Take Home)
Other Earnings (Including Self Employment)
Universal Credit
Jobseekers Allowance (Income Based)
Jobseekers Allowance (Contribution Based)
Income Support
Working Tax Credit
Child Tax Credit
Child Benefit
Employment and Support Allowance / Statutory Sick Pay
Disability Benefits
Carer’s Allowance
Local Housing Allowance / Housing Benefit
Council Tax Support
Other Earnings (Including Self Employment) Maternity Benefits, etc.
State Pensions
Private or Work Pensions
Pension Credit
Other Pensions
Maintenance or Child Support
Boarders or Lodgers
Non-Dependants’ Contributions
Student Loans and Grants
Other Income
Rent
Ground Rent & Service Charges (factor fees if you live in Scotland)
Mortgage
Mortgage Endowment
Secured Loans
Council Tax / Rates (including water charges if applicable)
TV License
House Repairs and Maintenance
Other Costs
Groceries For example, food, pet food, non-alcoholic drinks, cleaning products, etc.
Nappies and Baby Items
School Meals and Meals at Work
Laundry and Dry Cleaning
Clothing and Footwear
Hairdressing
Toiletries
Alcohol
Smoking / Vape Products
Gas
Electricity
Other Expenditure
Water Supply
Water Waste
Other Costs (including coal, oil, calor gas, etc.)
Childcare Costs
Adult-care Costs
Child Maintenance or Child Support
Prescription and Medicines
Dentistry and Opticians
Vet Bills
Public Transport For example, travel you use to get to work, school, for shopping, etc.
Hire Purchase or Conditional Save Vehicle
Car Insurance
Road Tax
MOT and Ongoing Maintenance
Breakdown Cover
Fuel, Parking, and Toll Road Charges
Other Costs (including taxis)
School Uniform
After-School Clubs and School Trips
Pension Payments
Life Insurance
Mortgage Payment Protection Insurance
Buildings and Contents Insurance
Health Insurance (medical, accidental, or dental)
Vet Insurance
Professional Courses
Union Fees
Professional Fees
Please include any additional expense we have failed to capture with as much detail as we can
Your Debts – Priority Debts This includes mortgage, rent, council tax, secured loans, gas/electricity, court fines, child maintenance Please enter the name(s) of your Creditor(s), the amount you owe, and the agreed monthly payment amounts.
Your Debts – All Other Debts (Amounts Owed) Please enter the name(s) of your Creditor(s), the amount you owe, and the agreed monthly payment amounts.
Please ensure you have filled in a value for every item on the Income and Expenditure form. If you do not have an income or expense to declare, please type ‘0’ as your answer
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