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12-Month Period ending _________________
INCOME |
Monthly Amount |
Times 12 |
Annual Amount |
Salary and wages |
$ |
X 12 |
$ |
Bonuses, commissions, tips |
$ |
X 12 |
$ |
Self-employment income |
$ |
X 12 |
$ |
Interest and dividends |
$ |
X 12 |
$ |
Alimony/child support received |
$ |
X 12 |
$ |
Gifts received |
$ |
X 12 |
$ |
Pension income |
$ |
X 12 |
$ |
Social Security income |
$ |
X 12 |
$ |
Public assistance, unemployment, |
$ |
X 12 |
$ |
Other income: |
|||
__________________________________ |
$ |
X 12 |
$ |
__________________________________ |
$ |
X 12 |
$ |
__________________________________ |
$ |
X 12 |
$ |
TOTAL INCOME |
$ |
X 12 |
$ |
OUTFLOW |
Monthly Amount |
Times 12 |
Annual Amount |
Savings/investing |
$ |
X 12 |
$ |
Federal & state taxes |
$ |
X 12 |
$ |
Mortgage or rent |
$ |
X 12 |
$ |
Home repair/maintenance |
$ |
X 12 |
$ |
Property taxes |
$ |
X 12 |
$ |
Disability insurance |
$ |
X 12 |
$ |
Life insurance |
$ |
X 12 |
$ |
Home/renter's insurance |
$ |
X 12 |
$ |
Auto insurance |
$ |
X 12 |
$ |
Credit card/loan payment |
$ |
X 12 |
$ |
Utilities & telephone |
$ |
X 12 |
$ |
Food (include dining out) |
$ |
X 12 |
$ |
Clothing |
$ |
X 12 |
$ |
Grooming |
$ |
X 12 |
$ |
Gasoline |
$ |
X 12 |
$ |
Auto repair/maintenance |
$ |
X 12 |
$ |
Other transportation |
$ |
X 12 |
$ |
Medical care |
$ |
X 12 |
$ |
Education |
$ |
X 12 |
$ |
Child care |
$ |
X 12 |
$ |
Alimony/child support |
$ |
X 12 |
$ |
Entertainment |
$ |
X 12 |
$ |
Vacations |
$ |
X 12 |
$ |
Gifts/charitable contributions |
$ |
X 12 |
$ |
Laundry/cleaning |
$ |
X 12 |
$ |
Other: |
|||
__________________________________ |
$ |
X 12 |
$ |
__________________________________ |
$ |
X 12 |
$ |
__________________________________ |
$ |
X 12 |
$ |
TOTAL OUTFLOW |
$ |
X 12 |
$ |
NET CASH FLOW |
$ |
X 12 |
$ |
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. United Wealth Management is a trade name of United Bank. Infinex and United Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.