Are you looking for a way to organize your monthly expenses? If so, the Monthly Cash Flow Plan Form can help. This form is designed to help you track your income and expenses each month, so you can stay on top of your finances. The form is easy to use, and it can be customized to meet your needs.
These are some specifics of monthly cash flow plan. It is worth taking the time to read this just before you start submitting your document.
| Question | Answer |
|---|---|
| Form Name | Monthly Cash Flow Plan |
| Form Length | 3 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 45 sec |
| Other names | fpu monthly online, monthly cash flow plan, monthly cash, cash flow plan |
Monthly Cash Flow Plan
Cash ws in and out each month. Make sure you tell it where to go!
Yes, this budget form has a lot of lines and blanks.
But that’s okay. We do that so we can list practically every expense imaginable on this form to prevent you from forgetting something. Don’t expect to put something on every line. Just use the ones that are relevant to your specific situation.
Step 1 |
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Enter your monthly |
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the top right (A). This is the amount you have for |
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the month to budget. So far so good, huh? |
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Monthly
Step 2
Within each main category, such as Food, there are subcategories, like Groceries. Start at the top and work your way down, filling out the Budgeted column (B) first. Add up each subcategory and put that number in the Total box (C).
Also, pay attention to Dave’s recommended percentages (D). This will help you keep from budgeting too much for a category.
Step 3
Finally, enter your
FOOD |
Spent Budgeted |
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Groceries
Restaurants
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D
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CATEGORY TOTALS |
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ZERO BALANCE |
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Step 4
When the month ends, put what you actually |
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FOOD |
Spent Budgeted |
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spent in the Spent column (H). That will help you |
H |
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Groceries |
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make any necessary adjustments to the next |
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Restaurants |
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month’s budget. |
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Monthly Cash Flow Plan
Cash ws in and out each month. Make sure you tell it where to go!
Add up budgeted column & enter here
CHARITY |
Spent |
Budgeted |
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Tithes |
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Charity & Offerings |
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TOTAL |
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SAVING |
Spent |
Budgeted |
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Emergency Fund
Retirement Fund
College Fund
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TOTAL |
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HOUSING |
Spent |
Budgeted |
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First Mortgage/Rent
Second Mortgage
Real Estate Taxes
Repairs/Maint.
Association Dues
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TOTAL |
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UTILITIES |
Spent |
Budgeted |
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Electricity
Gas
Water
Trash
Phone/Mobile
Internet
Cable
Monthly
These icons represent good options for cash envelopes
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FOOD |
Spent Budgeted |
Food |
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Groceries
Restaurants
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TOTAL |
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CLOTHING |
Spent |
Budgeted |
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Adults
Children
Cleaning/Laundry
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TRANSPORTATION |
Spent Budgeted |
Transportation |
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Gas & Oil
Repairs & Tires
License & Taxes
Car Replacement
Other _________________
MEDICAL/HEALTH Spent Budgeted
Medications
Doctor Bills
Dentist
Optometrist
Vitamins
Other _________________
Other _________________
*Dave’s Recommended Percentages
Sign in to FPU Central at daveramsey.com to download this form and explore our other online budgeting tools!
INSURANCE |
Spent Budgeted |
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Life Insurance
Health Insurance
Homeowner/Renter
Auto Insurance
Disability Insurance
Identity Theft
RECREATION |
Spent Budgeted |
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Entertainment
Vacation
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TOTAL |
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DEBTS |
Spent |
Budgeted |
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Car Payment 1 |
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Car Payment 2 |
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PERSONAL
Child Care/Sitter
Toiletries
Cosmetics/Hair Care
Education/Tuition
Books/Supplies
Child Support
Alimony
Subscriptions
Organization Dues
Gifts (inc. Christmas)
Replace Furniture
Pocket Money (His)
Pocket Money (Hers) Baby Supplies
Pet Supplies Music/Technology Miscellaneous Other _________________
Other _________________
Spent Budgeted
Credit Card 1 _______ |
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Credit Card 2 _______ |
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Credit Card 3 _______ |
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Credit Card 4 _______ |
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Credit Card 5 _______ |
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Student Loan 1 |
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Student Loan 2 |
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Student Loan 3 |
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Student Loan 4 |
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Other _________________ |
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Other _________________ |
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Other _________________ |
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Other _________________ |
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Other _________________ |
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Your goal is O% |
TOTAL |
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Once you have completed ach category,
subtract all category totals from your
Use the “income sources” |
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form if necessary |
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Add up totals |
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CATEGORY TOTALS |
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from each |
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Remember — |
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The goal of a zero |
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ZERO BALANCE |
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budget is |
to get this |
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number to zero |
Sign in to FPU Central at daveramsey.com to download this form and explore our other online budgeting tools!