Use separate totals for money paid, money available and money reserved. This sheet is not a Home Office minimum-funds calculator.
| Item to record | Your notes / evidence | Owner and date |
|---|---|---|
| Applicant / dependant / arrival phase | ________________________________________________ | ________________ |
| Support funds owner and evidence date | ________________________________________________ | ________________ |
| Housing plan and actual estimated cost | ________________________________________________ | ________________ |
| Application fee / IHS per person | ________________________________________________ | ________________ |
| Records, translations and screening | ________________________________________________ | ________________ |
| Travel, deposit and setup costs | ________________________________________________ | ________________ |
| Work-delay scenario | ________________________________________________ | ________________ |
| Accessible reserve after commitments | ________________________________________________ | ________________ |
Complete the action plan
Deduct committed spending before calculating the household runway. Write the date and source beside every official fee and the assumption beside every private cost. Refresh the figures before payment.
Decision record: What is established? ____________________ What remains uncertain? ____________________ Next action and date: ____________________
Keep this completed sheet privately. It is a planning aid, not an application form or an eligibility decision. Recheck the linked official guidance before relying on a rule, fee or deadline.
Ancestry Visa Mag · Information checked 15 October 2026 · https://ancestryvisamag.com/resources/ancestry-funds-relocation-budget-worksheet/
Planning resource, not an official application form or eligibility decision.