Fredericksburg Financial LLC - Cash Flow Analysis : Calculator: 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	$

Securities and Investment Advisory Services offered through Investors Security Company, Inc., Washington Street Center, 127 E. Washington Street, Suite 101, Suffolk, Virginia 23434-4544, (757) 539-2396. Member FINRA, SIPC.

Please contact a qualified tax professional for any tax benefits/liabilities. David S. Tronson nor ISCI is in the tax business.

This is neither an offer nor solicitation to buy or sell securities of any type. I am registered in the following states: California, New York, Oregon, Pennsylvania, Utah, Virginia, Washington and Washington, DC..