User Guide
Personal Cash Flow Statement
Click here or from the home page click on Plan > Personal Finance > Personal Cash Flow statement. To complete it, you’ll need:
- Most recent paycheck. 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.
- Statements showing income from income sources, such as pensions, Social Security, or savings/investment interest.
- Most recent bank and investment statements.
- Most recent credit card statement(s).
- Statements for other debts, such as student or auto loans.
- Most recent checking and savings account statements.
- A record of your discretionary expenditures over the past month.
