Personal Cash Flow Worksheet -

MONTGOMERY WEALTH MANAGEMENT, LLC

360 Mt. Kemble Ave, 3rd FL
Morristown, NJ 07960
833-349-MWM1 (6961)
bills@montgomerywealth.com
www.montgomerywealth.com

Personal Cash Flow Worksheet

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

$

"Securities offered through M.S. Howells & Co., a registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through F3 Logic LLC. a Registered Investment Advisor. M.S. Howells & Co., F3 Logic LLC, and Montgomery Wealth Management are unaffiliated entities."

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2021.