FINANCIAL PLANNING UNLIMITED, 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	$

Jeff C Peterson is a registered representative of ProEquities, Inc. Securities offered through ProEquities, Inc. a registered broker/dealer and member FINRA and SIPC. Jeff C Peterson is an Investment Advisor Representative with advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor (800) 288-3035 ProEquities home office is located at 2801 Highway 280 South, Birmingham, AL 35223 Financial Planning Unlimited, Inc. is independent of ProEquities, Inc. Jeff C Peterson holds Series 7, 24, 63, and 66 in AZ, CA, KS, KY, NM, TN, TX, UT, VA, WA, WI.