246x Filetype XLSX File size 0.47 MB Source: allworthfinancial.com
Net Income PROJECTED BALANCE PROJECTED MONTHLY (Projected Income Minus Expenses) $0 NET INCOME Extra Net Income Total Monthly Net Income $0 ACTUAL BALANCE (Actual Income Minus Expenses) $0 Net Income ACTUAL MONTHLY NET Extra Net Income DIFFERENCE $0 INCOME (Actual Balance Minus Projected Balance) Total Monthly Net Income $0 HOUSING Projected Expenses Actual Expenses Difference ENTERTAINMENT Projected Cost Actual Cost Difference Mortgage or Rent $0 Streaming Services $0 Phones $0 Date Nights $0 Electricity $0 Husband Personal Expense Fund $0 Gas $0 Wife Personal Expense Fund $0 Water and Sewer $0 $0 Cable $0 $0 Waste Removal $0 $0 $0 $0 $0 $0 $0 Subtotals $0 $0 $0 Subtotals $0 $0 $0 Debt Projected Cost Actual Cost Difference TRANSPORTATION Projected Cost Actual Cost Difference Student Loans $0 Registration $0 Credit Card $0 Car Payment $0 Medical Bills $0 Insurance $0 $0 Fuel $0 $0 Maintenance $0 $0 $0 Subtotals $0 $0 $0 $0 Subtotals $0 $0 $0 Home Improvements Projected Cost Actual Cost Difference Furnishing/Appliances $0 INSURANCE Projected Cost Actual Cost Difference Lawn/Garden $0 Home $0 Maintenance/Improvements $0 Health $0 $0 Life $0 Subtotals $0 $0 $0 Dental $0 Subtotals $0 $0 $0 SAVINGS OR INVESTMENTS Projected Cost Actual Cost Difference Transfer to Savings $0 FOOD Projected Cost Actual Cost Difference Emergency Fund $0 Groceries $0 Kids/Grandkids College $0 Dining out $0 Subtotals $0 $0 $0 $0 Subtotals $0 $0 $0 GIFTS AND DONATIONS Projected Cost Actual Cost Difference Tithe/Donation $0 Children/Grandchildren Projected Cost Actual Cost Difference Personal Gifts $0 Birthdays $0 $0 $0 Subtotals $0 $0 $0 $0 $0 Month to Month Projected Cost Actual Cost Difference $0 Travel $0 Subtotals $0 $0 $0 Unexpected Expenses $0 Special Holidays (Thanksgiving, $0 etc) PERSONAL CARE Projected Cost Actual Cost Difference $0 Gym $0 Subtotals $0 $0 $0 Hair $0 Birthday $0 TOTAL PROJECTED EXPENSES $0 Clothing $0 $0 TOTAL ACTUAL EXPENSES $0 $0 $0 TOTAL DIFFERENCE $0 Subtotals $0 $0 $0 Information contained herein is based on sources and data believed reliable, but is not guaranteed by us, and is not to be construed as an offer or the solicitation of an offer to buy or sell securities or advisory services mentioned herein. Data contained herein is for information purposes only and is not intended to satisfy any compliance or regulatory conditions set forth by any governing body of the securities industry. The user is responsible for verifying the accuracy of the data received. These reports are not to be used as a substitute for any reports distributed by your mutual fund or variable insurance companies nor any monthly or annual statements by the broker dealer that maintains custody of your account. Past performance is not indicative of future results. Investments have inherent risks of fluctuating prices and the uncertainty of dividends, rates of return and yield. Guarantees are based on the claims paying ability of the Product Sponsor and are not guaranteed nor endorsed by any bank. Allworth FInancial does not provide any tax advice. Any tax estimates provided herein should be discussed with your accountant or tax professional. You are urged to compare this report against the account statements you receive from the broker dealer that custodies your account(s). Allworth Financial is an Investment Advisor registered with the Securities and Exchange Commission.
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