Forward Investment Services - 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	$

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Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response contact with residents of other states will only be made upon compliance with applicable licenseing and registration requirements, The website is for US residents only and does not constitute an offer to sell, or a solicitation of an offer to purshcse brokerage servicees to anyone in the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with appropriate PrimeVest Advisory agreement and disclosure brocure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PrimeVest, nor any of it's representatives may give legal or tax advice.