Cash Flow Analysis  
Managing debt and maintaining your lifestyle over the long term is challenging. Without a reasonable budgeting plan, it is difficult to effectively manage spending. This Cash Flow Analysis form can help you compare your income to your expenses to determine your net cash flow.
     


Income:
(In the spaces below, write down all your sources of income.
Convert annual and quarterly figures to monthly numbers.)

Salary

$

Alimony, child support

$

Dividends from investments

$

Interest on savings accounts, CDs, etc.

$

Social Security benefits

$

Retirement plan/pension income

$

Other income

$


Expenses:
(Write down the anticipated amounts of your expenditures.
Convert annual and quarterly figures to monthly figures.)

Mortgage payment or rent

$

Groceries

$

Utilities

$

Entertainment, recreation, and dining

$

Insurance

$

Medical (not covered by insurance)

$

Education

$

Vacation

$

Gifts

$

Loan payments (auto, student, etc.)

$

Auto (gas, maintenance, etc.)

$

Credit card payment

$

Clothing

$

Dues and subscriptions

$

Home improvement

$

Charitable contributions

$

Federal taxes

$

State taxes

$

FICA (Social Security)

$

Other taxes

$

Other expenses

$
 
   
   
Advanced Wealth Management Group
701 Fourth Avenue South, Suite 1600 Minneapolis, MN 55415
Phone: (612) 347-8669 Fax: (612) 313-7546

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.


 

 The information on this website is intended for use only by residents of the states listed below. Securities related services may not be provided to individuals residing in any state not listed. Arizona, California, Colorado, Florida, Illinois, Minnesota, Ohio, Virginia and Wisconsin.

Advanced Wealth Management Group is not affiliated to Financial Network Investment Corporation.  

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