Your Personal Cash Flow

This work sheet will help you determine the areas where you can budget or control your expenses.

By better controlling your expenses, you can free up money for savings and/or investments.

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$ GROSS ANNUAL INCOME Your Employment  Income Spouse's Employment    Income Investment Income    Rental Income Family Allowance, Etc. Pension Income Income from Self Employment Canada/Quebec Pension Plan Old Age Security Income Other TOTAL  ANNUAL INCOME    Less Source Deductions Taxes Company Benefits CPP/EI Tax Installments Subtotal Deductions   NET ANNUAL INCOME    Household Expenses Annual Expenses Housing Mortgage or Rental Payments Property Taxes Repairs & Maintenance Food, Household Supplies & Maintenance Subtotal    Utilities Heat Water Other Subtotal    Other Family Expenses Child Support Child Day Care Child Education Expense Other Subtotal		$ Transportation Auto (License / Insurance) Auto Maintenance Public Transportation Other Subtotal    Clothing & Accessories Business Clothing Leisure Clothing Other Subtotal    Recreation & Equipment Clubs Family Vacation Books & Newspapers Other Subtotal    Contributions & Gifts Charitable Donations Political Donations Holiday & Birthday Other Subtotal    Health Care Dental Medical Prescriptions Other Subtotal    Personal & Lifestyle Pets & Pet Care Children's Allowance Other Subtotal    OTHER ANNUAL EXPENSES   NET INCOME (a)  Total Expenses (b) Savings Programs (c)  Income Surplus (or Deficit)

Financial Review Checklist
(PDF, 1pg, 13k)

Personal Cash Flow Form
(PDF, 1pg, 13k)

Online Personal
Cash Flow
Calculator