Complete the ledger before moving or relying on funds. The purpose is to reveal gaps in ownership, timing and source evidence.
| Item to record | Your notes / evidence | Owner and date |
|---|---|---|
| Application stage and calculation reference | ________________________________________________ | ________________ |
| Account holder / currency / access terms | ________________________________________________ | ________________ |
| Required period start and end | ________________________________________________ | ________________ |
| Lowest balance during the period | ________________________________________________ | ________________ |
| Transfers between accounts and matching references | ________________________________________________ | ________________ |
| Gift or asset-sale source evidence | ________________________________________________ | ________________ |
| Permitted income combination checked | ________________________________________________ | ________________ |
Complete the action plan
Draw a continuous line across the holding period for each account. Mark any gap or dip in red and identify the exact official provision requiring review. Do not calculate eligibility from today’s balance alone.
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.
Family Visa Mag · Information checked 15 October 2026 · https://familyvisamag.com/resources/partner-cash-savings-planner-worksheet/
Planning resource, not an official application form or eligibility decision.