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  • Cashflow Plan

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    henrydee
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    This document is a monthly cash flow plan template that allows the user to track their current and goal monthly income, savings, debts, expenses, and overall cash flow. The template includes categories for income, giving, savings, debts, investing, housing, maintenance, transportation, taxes, food, household, entertainment, health, professional services, and miscellaneous expenses. The user can enter their current amounts for each category alongside their monetary goals.

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    This document is a monthly cash flow plan template that allows the user to track their current and goal monthly income, savings, debts, expenses, and overall cash flow. The template includes categories for income, giving, savings, debts, investing, housing, maintenance, transportation, taxes, food, household, entertainment, health, professional services, and miscellaneous expenses. The user can enter their current amounts for each category alongside their monetary goals.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    10 views1 page

    Cashflow Plan

    Uploaded by

    henrydee
    This document is a monthly cash flow plan template that allows the user to track their current and goal monthly income, savings, debts, expenses, and overall cash flow. The template includes categories for income, giving, savings, debts, investing, housing, maintenance, transportation, taxes, food, household, entertainment, health, professional services, and miscellaneous expenses. The user can enter their current amounts for each category alongside their monetary goals.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Monthly Cash Flow Plan

    Now

    Goal

    Monthly Income
    Salary #1 (Gross)
    Salary #2 (Gross)

    _____
    _____
    _____

    _____
    _____
    _____

    Giving
    Faith-based
    Other

    _____
    _____
    _____

    _____
    _____
    _____

    Savings
    Emergency fund
    < 5-Yr Goal _____

    _____
    _____
    _____

    _____
    _____
    _____

    Debts
    Credit card
    Credit card
    Credit card
    Car/truck loan
    Education
    Other

    _____
    _____
    _____
    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____
    _____
    _____
    _____

    Investing
    Retirement
    College
    > 5-Yr Goal _____

    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____

    Housing
    Mortgage/rent
    Real estate tax
    Insurance

    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____

    Maintenance/Utilities
    Maintenance
    Electric
    Gas
    Water/Garbage
    Home phone/Internet
    Cell phone

    _____
    _____
    _____
    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____
    _____
    _____
    _____

    Transportation
    Gas
    Vehicle maintenance
    Insurance
    Bus/train/parking/tolls
    License/fees

    _____
    _____
    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____
    _____
    _____

    Now

    Goal

    Taxes
    Federal
    State
    Social Security (FICA)
    Medicare
    Other

    _____
    _____
    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____
    _____
    _____

    Food
    Clothing

    _____
    _____

    _____
    _____

    Household/Personal
    Dry cleaning
    Gifts
    Furn/household items
    Cosmetics
    Barber/beauty
    Allowances
    Education

    _____
    _____
    _____
    _____
    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____
    _____
    _____
    _____
    _____

    Entertainment
    Restaurants/movies
    Cable/satellite TV
    Vacation
    Books/subscriptions
    Health club/hobbies
    Pets

    _____
    _____
    _____
    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____
    _____
    _____
    _____

    Health
    Medical/dental insurance
    Prescriptions/co-pays
    HSA/FSA
    Disability insurance
    Life insurance

    _____
    _____
    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____
    _____
    _____

    Professional Services
    Legal/accounting
    Counseling
    Childcare/baby sitting

    _____
    _____
    _____
    _____

    _____
    _____
    _____
    _____

    Miscellaneous

    _____

    _____

    Total Monthly Income


    Total Monthly Outgo
    Income Minus Outgo

    _____
    _____
    _____

    _____
    _____
    _____

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