Cash Flow Planner

Please complete all relevant fields.
Only use whole (positive) numbers, results will be rounded to the nearest whole number.
For any given income or expense, enter a monthly OR annual value.
Only enter monthly AND annual values if that given income or expense has distinct and separate monthly and annual cash flows.
Any separate monthly and annual cash flows will be added together and combined for the results output.

If you need help, please click here.

Step 1: Your Income

Guaranteed Sources of Income

Please edit the left boxes to add applicable descriptions.

Government Benefits: Monthly Annually
Non-Registered: Monthly Annually
Employment Pension: Monthly Annually

Other Sources of Income

Monthly Annually
Total Employment Income
Total Investment Income
Total Rental Income
Other Sources of Income

Step 2: Your Expenses

Essential Expenses

Housing Monthly Annually
Mortgage/Rent
Utilities (heat,hydro,etc.)
Phone/Cell/Internet/Cable
Insurance (Home)
Property Tax
Condominium Fees
Maintenance
Other Housing Expenses
Transportation Monthly Annually
Gas/Fuel
Insurance (Car)
Loan/Lease Payment
Public Transit
Maintenance and Repairs
Parking
Other Transportation Expenses
Daily Living Monthly Annually
Groceries
Clothing
Other Daily Living Expenses
Healthcare Monthly Annually
Vision
Dental
Assisted Living Care and Nursing
Prescription
Other Healthcare Expenses
Financial Obligations Monthly Annually
Registered Contributions
Non-Registered Contributions
Pension Contributions
Loan Payments
Credit Card Payments
Health Insurance
Life Insurance
Disability Insurance
Other Financial Obligations

Discretionary Expenses

Recreation & Leisure Monthly Annually
Fitness
Travel/Vacation
Hobbies
Pets
Entertainment
Restaurant/Meals
Subscriptions
Other Recreation & Leisure Expenses
Miscellaneous Monthly Annually
Gifts
Charities
Other Miscellaneous Expenses

Optional: Please enter your name and email address to submit your answers and results to Lennox Financial. A copy will also be sent to your email address.

Name
Email
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