Personal Cash-Flow Statement - Morningstar, Inc.
[Pages:2]Personal Cash-Flow Statement
PREPARED FOR:
DATE:
/
/
You'll Need: p Most recent paycheck. (If your
salary is variable, because you're self-employed or work on a commission basis, use an average of your pay over the past 6?12 months.)
p Statements showing income from income sources, such as pensions, Social Security, or savings/investment interest
p Most recent bank and investment statements
p Most recent credit card statement(s)
p Statements for other debts, such as student or auto loans
p Most recent checking and savings account statements
p A record of your discretionary expenditures over the past month
INCOME: MONTHLY AMOUNT Salary (net: after taxes and benefits) Spouse's salary (net: after taxes and benefits) Pension income Social Security income Interest/investment income Other income (specify) Other income (specify) Other income (specify) TOTAL: Monthly Income Amount
EXPENSES: MONTHLY AMOUNT Fixed: Mortgage or rent
Other real estate payments (taxes, assessments, etc.)
Auto loan
Student loan
Credit card payment
Utilities
Tuition
Child care
Food
Clothing
Other expenses (specify)
Other expenses (specify)
Other expenses (specify)
Other expenses (specify)
Personal Cash-Flow Statement PREPARED FOR:
Variable (Discretionary): Personal care (haircuts, gym membership, etc.) Entertainment IRA contributions Other savings/investments (specify) Other savings/investments (specify) Other savings/investments (specify) Other expenses (specify) Other expenses (specify) Other expenses (specify) Other expenses (specify) Other expenses (specify) TOTAL: Monthly Expenses Amount
Income
2 Expenses
DATE:
/
/
5 TOTAL: Monthly Cash Flow
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