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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.