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

$
 
   
   
Prosperity Financial Advisors, LLC, ProsperityFinancialAdvisors.com
5570 Pebble Village Lane, Suite 200 Noblesville , IN 46062
Phone: (317) 454-0959 Fax: (317) 896-5851
Koverly@ProsperityFinancialAdvisors.com

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (651)738-4000.  Prosperity Financial Advisors, LLC and Woodbury Financial Services, Inc. are not affiliated entities.

Services are available only in states where licensed.  Securities and Insurance licensed in IN.  Securities licensed in AZ, CA, DC, DE, FL, GA, IA, IL, MS, NM, OH, PA, TX, and VA.

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