This sheet records the logic of your financial plan. It deliberately asks you to verify the applicable rule before entering a target amount.
| Item to record | Your notes / evidence | Owner and date |
|---|---|---|
| Applicable financial test and official rule | ________________________________________________ | ________________ |
| First relevant application and transitional evidence | ________________________________________________ | ________________ |
| Income sources, owner and category | ________________________________________________ | ________________ |
| Permitted combination checked against guidance | ________________________________________________ | ________________ |
| Evidence period and planned submission date | ________________________________________________ | ________________ |
| Calculation and supporting document references | ________________________________________________ | ________________ |
| Open question needing advice | ________________________________________________ | ________________ |
Complete the action plan
Write the calculation on a separate page with a source reference for every number. Mark the plan “unresolved” if a category or permitted combination is unclear; changing the arithmetic cannot resolve a rule question.
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-financial-requirement-worksheet/
Planning resource, not an official application form or eligibility decision.