Albala Financial 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	$

Dorothy Albala is a registered representative with Sunset Financial Services, Inc., FINRA registered broker-dealer in all 50 states. Dorothy Albala is licensed to offer securities products in New Jersey, New York and Georgia. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Dorothy Albala is properly licensed.

*Securities offered through Sunset Financial Services, Inc., 3520 Broadway, Kansas City, Mo. 64111, Ph. (816) 753-7000 (Home Office) Member FINRA, SIPC - Sunset Financial Services is not affiliated with Albala Financial Services