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Personal Cash Flow Worksheet
Use this calculator to determine household cash flow. The exercise of determining expenses and creating a pie chart with this data will help illustrate where household funds go each month.
Monthly Income
After-tax salary, pension, Social Security
$
Investment income
$
Other (e.g., child support, rental income)
$
Monthly Expenses
--Housing
Mortgage/rent
$
Utilities (e.g., phone, gas, electric)
$
Property taxes
$
Maintenance and supplies
$
--Food
Groceries
$
Dining out
$
--Transportation
Fuel and maintenance
$
Other (e.g., tolls, parking, bus)
$
--Child care/education
Child care/baby-sitters
$
Education expenses
$
--Consumer debt
Auto payments
$
Credit card payments
$
Other debt payments
$
--Clothing
Purchases
$
Alterations, laundry, dry cleaning
$
--Insurance premiums
Medical/dental insurance
$
Auto insurance
$
Homeowners insurance
$
Life insurance
$
Disability insurance
$
Other insurance premiums
$
--Miscellaneous
Entertainment, vacations, travel
$
Other
$
Prepared by Broadridge Investor Communication Solutions, Inc, Copyright 2011
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