PLN & Associates, Inc. - 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 advisory services offered through Centaurus Financial, Inc. a Registered Investment Advisor. Memeber of FINRA and SIPC. Supervisory office: 801 Sycolin Road SE, Suite 302, Leesburg, VA 20175, 800-699-0299. PLN & Associates, Inc. and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in Maryland, Virginia, and Washington, DC.