Friday, 15 March 2013

Expenditure


No lengthy formal introduction required. In simple words, expenditure or expense is money going out.
 
For our purpose, there are three types: fixed, variable and emergency.
 
Fixed expenses are those that mostly resulted from you signing on the dotted line.
 
Housing loan, car loan and any contract that has a locked-in period like maybe your internet plan or credit card's 0% instalment payment.
 
Most of these contracts are quite tricky to disengage yourself from without incurring extra costs and acute headache.
 
Let me give you an example, the housing loan. Let's say you lost your job. For you to discharge your housing loan, you need to sell the house.
 
What if during that time the economy is also in recession? You can choose to let the bank foreclose your house but that would tarnish your financial rating. You will have problem later to get new loans.
 
The point I’m trying to make is, think carefully before you commit yourself to a fixed expenditure. In the case of a house, maybe instead of buying you could rent. Even though rental is also a fixed expenditure but it is an easier contract to terminate.
 
Please don’t get me wrong. I am not saying that you should not buy a house. What I am saying is you should not buy a house just because your BFF bought a house.
 
Always answer these questions before you sign on the dotted line:
 
  • Are there any other alternatives?
  • Is this the best option?
  • What is the exit strategy if I can't afford to pay?
 
Variable expenses are your day to day expenditure.
 
Buying clothes, handbags, shoes, food are under this category. You need to pay close attention to this area because this is where impromptu and normally illogical spending happened.
 
"But it was on sale!!" Sounds familiar?
 
Emergency expense is self explanatory.
 
If you don't manage this well, it could lead you to financial ruins. Be warned!
 
I've watched enough Korean drama series to know that a lot of people were forced to turn to loan sharks during emergency. A loan shark is a person or body that offers loans at extremely high interest rates.
 
Once you get in, it is quite difficult to get out. Since their businesses are flourishing all around the world, I believe the threat is very real. The scriptwriters are not making it up!
 
So keep this in mind when you wish to buy another pair of shoes, handbags, or latest gadgets that you can live without:
 
  • Do I have enough in my Emergency Fund?
  • Should I set aside the money for emergency instead?
 
Homework: Go through your Liability List. Identify whether the expenses resulted from the list are fixed or variable. Start to think of ways to reduce your expenditure (both fixed and variable).
 
Do you have enough savings to cater for any emergency expenses? If not, do you have family support in the event of emergency? If not, what are you going to do about it?