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."

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