t h e u n i v e rs i t y o f b r i t i s h c o l u m b i a | va n c o u v e r Student Financial Assistance & Awards

Brock Hall
1036 – 1874 East Mall
Vancouver, BC Canada V6T 1Z1
www.students.ubc.ca/finance

UBC STUDENT FINANCIAL PLANNING WORKSHEET

To get a clear financial picture during your studies at UBC, create a budget that considers both university and living costs.
The asterisks (* ) below indicate the timing of your UBC payments for tuition, on-campus housing, and meal plans. To check
your fees and their due dates, visit www.students.ubc.ca/ssc.

Term 1 Budget (September to December)

SEPTEMBER OCTOBER NOVEMBER DECEMBER

INCOME

Savings + family contribution $6,2000 $3,000 $3,000 $3,000

Expected earnings from part-time work $1,000 $1,000 $1,000 $1,000

Student loans (provincial + federal) $0.00 $0.00 $0.00 $0.00

Scholarships, bursaries $1,000 $1,000 $1,000 $1,000

Other: $1,500 $1,500 $1,500 $1,500

Total income $9,700 $6,500 $6,500 $6,500

EDUCATIONAL EXPENSES

Tuition and student fees (September instalment) * $5,430 $5,430 $5,430 $5,430

Books $192 $192 $192 $192

Additional costs (photocopies, field trips, etc.) $100 $100 $100 $100

Subtotal (Educational): $5,722 $5,722 $5,722 $5,722

LIVING EXPENSES

Rent/on-campus housing (Sept.), Meal plan (Nov.) * $512 $512 *$512 $512

Utilities (phone, cable, Internet, hydro) $166 $166 $166 $166

Groceries and household supplies (laundry) $200 $200 200 200

Transportation (e.g., car payment, gas, carpool) $50 $50 $50 $50

Personal (haircuts, clothing) + entertainment $500 $500 $500 $500

Medical, dental, eye care $500 $500 $500 $500

Loan, credit card payments $0 $0 $0 $0

Subtotal (Living) $1928 $1928 $1928 $1928

Total expenses (Educational + Living) $7,700 $7,700 $7,700 $7,700

INCOME – EXPENSES
(Carry forward surplus to next month’s income) $1,000 $1,000 $1,000 $1,000

Recruitment_BudgetPlanVAN_1.0_07/10/07_VISSER Student Financial Planning Worksheet Page 1/2

Term 2 Budget (January to April)
JANUARY FEBRUARY MARCH APRIL

INCOME

Savings + family contribution $3,000 $3,000 $3,000 $3,000

Expected earnings from part-time work $3,000 $3,000 $3,000 $3,000

Student loans (provincial + federal) $0 $0 $0 $0

Scholarships, bursaries $500 $500 $500 $500

Other $1,000 $1,000 $1,000 $1,000

Total income $7,500 $7,500 $7,500 $7,500

EDUCATIONAL EXPENSES

Tuition and student fees (January instalment) * $1163,76 $1163.76 $1163.76 $1163.76

Books $200 $200 $200 $200

Additional costs (photocopies, field trips, etc.) $50 $50 $50 $50

Subtotal (Educational) $1413.76 $1413.76 $1413.76 $1413.76

LIVING EXPENSES

Rent/on-campus housing * $512 $512 $512 $512

Utilities (phone, cable, Internet, hydro) $166 $166 $166 $166

Groceries and household supplies (laundry) $200 $200 $200 $200

Transportation (e.g., car payment, gas, carpool) $50 $50 $50 $50

Personal (haircuts, clothing) + entertainment $500 $500 $500 $500

Medical, dental, eye care $500 $500 $500 $500

Loan, credit card payments $0 $0 $0 $0

Subtotal (Living) $1928 $1928 $1928 $1928

Total expenses (Educational + Living) $3341.76 $3341.76 $3341.76 $3341.76

INCOME – EXPENSES
(Carry forward surplus to next month’s income) $500 $500 $500 $500

Student Financial Planning Worksheet Page 2/2