Roby Financial - 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	$

Mark Roby, Rick Roby, and Tyrone Clarence are registered representatives with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Mark Roby is registered to offer securities products in AZ, CA, CO, DE, FL, ID, MD, MO, MS, NC, NH, NJ, NM, NV, OR, and WA. Mark Roby is also licensed to offer insurance products in CA, CT, FL, ID, MD, MS, MO, NV, NM, OR, UT,and WA,. Rick Roby is registered to offer securities in ID, OR, and NM. Rick Roby is also licensed to offer insurance products in ID, OR, and NM. Tyrone Clarence is registered to offer securities products in ID. Tyrone Clarence is also licensed to offer insurance products in ID. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those which Mark Roby, Rick Roby, and Tyrone Clarence are properly licensed.

*Securities and investment advisory services offered through Sunset Financial Services, Inc.

3520 Broadway

Kansas City MO 64111

Phone 816-753-7000 (home office)

Member FINRA/SIPC