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

$
 
   
   
Acito & Paolini LLC
35 Kings Highway East • Haddonfield, NJ • 08033
Phone: 856.354.0999 • Fax: 856.354.0998

 

 

Securities offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC. 

AIC and Acito & Paolini, LLC are not affiliated.  Additional products and services may be available through Acito & Paolini, LLC that are not offered through AIC.

 

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.

As with any security, request a prospectus from your registered representative.

Read it carefully before you invest or send money.

Securities products are limited to residents of NJ, PA, MD, OH, NC, VA, GA, FL

 

A representative from Acito & Paolini, LLC will contact you to provide requested information.