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

$
 
   
   
Box Financial Advisors
We Moved!
701 4th Avenue South, Suite 1710
Minneapolis, MN 55415
Phone: 612-347-7809 Fax: 612-313-7524
doug@boxfinancialadvisors.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

 Box Financial and Financial Network are not affiliated companies. 

 

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in AR,CA,CO,CT,FL,IA,IL,IN,KY,MN,OH,SD,TX,WI,WY.

We are registered to sell Securities in AL,AR,AZ,CA,CO,CT,FL,IA,ID,IN,KY,MN,MO,OH,TX,WI,WY.

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