Ben Fogarty & Bryan Stoltenberg - 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 offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Bryan Stoltenberg, Robin Richardson and Bennett Fogarty, Representatives. Dundee Bank dba Dundee Financial Services and the Securities America companies are unaffiliated. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE.

This website is neither an offer to buy nor a solicitation to sell securities. Securities licensed: AR, AZ, CA, CO, CT, DC, FL, IA, IL, MN, MO, NE, OH, OR, SD, TX, VA, WI. Advisory licensed: NE, TX. Insurance licensed: CA, CO, FL, IA, MO, NE, OR, SD, VA, WI. Bryan Stoltenberg CA Ins Lic: 0E65050