You do not usually need formal documents, but recent bank statements, payslips and benefit statements can help you record accurate income and spending. Gather household bills, rent or mortgage details, council tax, insurance, childcare costs, travel expenses and any loan or credit card statements. It is also worth checking annual or irregular costs, such as car repairs, subscriptions and Christmas spending, so your budget reflects the full year. If you are completing a budget for debt advice, the organisation may request specific evidence, so check its requirements directly.