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

$
 
   
   
USA Living Financial Group Intelligent Financial Solutions
1125 Yellowheart Way Hollywood, FL 33019
Phone: 954-302-3628 Fax: 954-927-0296
invest@usa-living.com

Investment Advisory Services offered through USA_Living.com, Inc.
An Independent Registered Investment Advisory Firm
1125 Yellowheart Way Hollywood, FL 33019 - 954-302-3628
Securities offered by TradePMR, Inc
PO Box 358230, Gainesville, FL  32635-8230
Member of FINRA and SIPC

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