Personal Cash Flow Statement Format

Feel free to download our basic or advanced finance templates, they are intuitive and in several kinds of formats, such as PDF, WORD, PPT, XLS (Excel includes formulas and can calculate sums automatically), etc. 

Using this Personal Cash Flow Statement Format financial template guarantees that you will save time, cost and efforts and enables you to reach the next level of success in your project, education, work, and business!

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Looking for more? Our collection of financial documents, templates, forms, and spreadsheets includes templates designed specifically for small business owners, private individuals, or Finance Staff. Find financial projections to calculate your startup expenses, payroll costs, sales forecast, cash flow, income statement, balance sheet, break-even analysis, financial ratios, cost of goods sold, amortization and depreciation for your company. These financial templates also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully, you'll be able to make these financial templates work for you as well.

(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 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) investment statements p Most recent credit card Other income (specify) statement(s) p Statements for other debts, such as student or auto loans Other income (specify) TOTAL: Monthly Income Amount p Most recent checking and savings account statements p A record of your discre- EXPENSES: MONTHLY AMOUNT Fixed: tionary expenditures over the past month 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: DATE: 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 5 TOTAL: Monthly Cash Flow / /.