RD's Tax & Financial Strategies - Your Complete Wealth Management Resource - 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 will help you weigh your income vs. 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	$

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Robert Duitz is a registered representative registered to transact business with clients in the following states: AL, AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MD, MA, MI, MS, MO, NV, NY, NC, OR, PA, TX, UT, VA, WA, WI. Robert Duitz is advisory licensed in California and Maryland. Robert Duitz is also an insurance agent licensed in California, CA Insurance License #OC73185. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

RD's Tax & Financial Strategies is not a registered broker/dealer or independent investment advisory firm.

Securities offered through H.D. Vest Investment Securities^sm, Member: SIPC | Advisory services are offered through H.D. Vest Advisory Services^sm, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Hwy 161, Fourth Floor | Irving, TX 75038 | Ph: 972.870.6000 | Investment and Insurance Products: Are not insured by the FDIC or any federal government agency. Are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.