Free Worksheet:Managing Your Cash Flow

To reach your financial goals, you need to be organized and bring full transparency into where your income is being spent. Before making any personal finance decisions, you’ll want to ask yourself two questions to determine the next course of action: 1.) How does this impact my net worth? and 2.) How does this impact my ability to reach my goals? Download our Cash Flow Worksheet to help you answer the second question.

In this worksheet, we’ll help you manage your personal cash flow. We’ll cover:

  • Your monthly income and current spending habits
  • How to capture excess income for savings and investments 
  • Financial technology to leverage to track and manage your expenses
  • Ways to prioritize your financial goals

Download Worksheet