Family Wealth Advisors, LLC - 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, advisory services and insurance products offered through Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor and affiliated insurance agencies. ICA, Unison Bank, and Family Wealth Advisors, LLC are separate companies. W. Ryan Zenk, John Oxenhandler, Jeffrey J. Biro and Richard Wrensch are duly registered in the States of Arizona, California, Colorado, Illinios, Iowa, Montana, New Mexico, Oregon, Utah and Wisconsin, USA. Please disregard the contents of this website if you are a resident of any other state, country or province. Thank you for your understanding in this matter. ICA does not provide tax or legal advice. Securities and insurance products offered are: *Not Insured by FDIC or any Federal Government Agency *Not a deposit or other obligation of or guaranteed by any bank or their affiliates *Subject to risks including the possible loss of principal amount invested.