Carillon Group - Cash Flow Analysis : Calculator: 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	$

Securities and investment advisory services offered solely through Ameritas Investment Corp. Member FINRA_/SIPC. AIC and Carillon Group are not affiliated. Additional products and services may be available through the agents of Carillon Group that are not offered through AIC. See the Associates page for individual state licenses. Securities products are limited to residents of CA, GA, IL, MD, MO, OH, WA & WI.

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 form your Registered Representative. Read it carefully before you invest or send money. A Representative from Carillon Group will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.