Omega Financial Group - 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	$

*Registered Representatives of, and Securities and Investment Advisory services offered through Hornor Townsend & Kent,Inc, (HTK), Registered Investment Adivsor, Member FINRA/SIPC. 36 East Seventh Street, Suite 1620 Cincinnati, OH 45202-4461. (513) 369-0505. Omega Financial Group is independent of HTK. HTK is a wholly owned subsidiary of the Penn Mutual Life Insurance Company.

Our representatives are insurance and securities licensed in Ohio (OH) and Kentucky (KY), as well as many additional states. For complete licensing information, please go to our Licensing page. This is not an offer or solicitation in any state where not properly licensed or registered.