Tannin Capital, LLC
Clay H Young, CFA
1026 Jay Street
Suite B153
Charlotte, NC 28208
844-682-6646
704-552-1082
clayyoung@tannin.com
tannin.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
$
$
$
Monthly Expenses
--Housing
$
$
$
$
--Food
$
$
--Transportation
$
$
--Child care/education
$
$
--Consumer debt
$
$
$
--Clothing
$
$
--Insurance premiums
$
$
$
$
$
$
--Miscellaneous
$
$


This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results.  Investing involves risk and you may incur a profit or a loss.  Tannin Capital, LLC does not provide legal or tax advice.  For legal or tax advice, please seek the services of a qualified professional.  This communication and the information it contains should not be interpreted as an offer by Tannin Capital, LLC to provide investment advisory services.  Please visit tannin.com for important disclosures.  Preserve Strengthen Grow® Tannin™

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2022.