Month ________________________
|
INCOME |
|
| Salary and wages | $ |
| Bonuses, commissions, tips | $ |
| Self-employed income | $ |
| Interest and dividends | $ |
| Alimony/child support received | $ |
| Gifts received | $ |
| Pension income | $ |
| Social Security income | $ |
| Public Assistance and/or unemployment | $ |
| Disability benefits | $ |
|
Other income: |
$ |
|
TOTAL INCOME |
$ |
|
OUTFLOW |
|
|
Savings/investing |
$ |
|
Federal & state taxes |
$ |
|
Mortgage or rent |
$ |
|
Home repair/maintenance |
$ |
|
Property taxes |
$ |
|
Disability insurance |
$ |
|
Life insurance |
$ |
|
Home/renter's insurance |
$ |
|
Auto insurance |
$ |
|
Credit card/loan payment |
$ |
|
Utilities & telephone |
$ |
|
Food (include dining out) |
$ |
|
Clothing |
$ |
|
Grooming |
$ |
|
Gasoline |
$ |
|
Auto repair/maintenance |
$ |
|
Other transportation |
$ |
|
Medical care |
$ |
|
Education |
$ |
|
Child care |
$ |
|
Alimony/child support |
$ |
|
Entertainment |
$ |
|
Vacations |
$ |
|
Gifts/charitable contribution |
$ |
|
Laundry/cleaning |
$ |
|
Other: |
$ |
|
TOTAL OUTFLOW |
$ |
|
CASH BALANCE |
|
Securities and Insurance Products:
-
-
- NOT A DEPOSIT
- NOT FDIC-INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
-
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. First National Securities is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.