Flower Tooltip
Cash Management:
Total Annual Income:
Total Annual Expenses:
Annual Savings:

Property Related Expenses 0
Living Expenses: 0
Other Expenses: 0

Personal Financial Index® ( PFITM )

               

Step 2: Your Cash-Management

Income

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Salary and bonus (pre-tax) Tooltip Monthly Annual
Rental income Monthly Annual
Any other income (desc.) Tooltip
Total annual value from these sources

Ongoing Expenses (Estimates) Tooltip

Property Related Expenses:

Home mortgage payment Tooltip Monthly Annual
Property taxes (annual)
Loan payment on cars & other major items Monthly Annual
Other expenses (Home maint. ) Monthly Annual
Do you always make timely payments on debt? Yes Most Times
Sometimes No d

Living Expenses:

Life Exp.(food, clothes, util...) Monthly Annual
Health insurance payment Monthly Annual
Travel & entertainment Monthly Annual

Other Expenses:

Estimated fed. & state taxes (annual)
Any other monthly payments Tooltip
Monthly value

Pie Chart for Annual Expenses

d = default values