Understanding both current income and expenses, while planning for future goals, forms the core of effective financial planning. The Cash Flow calculator is an integral component of the financial planning suite of tools, providing individuals with a detailed analysis of their income and expenses
Cash Flow Calculator
This Cash Flow calculator helps to to track household income and expenses.
Budgeting and tracking expenses are essential practices facilitated by the Cash Flow calculator. These actions provide a clear perspective on how money is allocated and spent, allowing individuals to prioritize savings for specific goals such as a down payment on a house, reducing credit card debt, or building a retirement fund.
Cash Flow Calculator is also available in French
By identifying areas where expenses can be optimized or reduced, individuals can redirect funds towards achieving their long-term financial objectives. Understanding cash flow dynamics not only promotes financial discipline but also lays the groundwork for sustainable financial health and resilience.
Cash Flow Calculator
Calculators are available in English and French.
Cash Flow Calculators on your Website
Offering the Cash Flow calculator within financial planning processes enhances financial literacy and accountability. Clients gain insights into their spending patterns and can proactively adjust their budgeting strategies to align with their financial goals. Advisors, in turn, can offer personalized recommendations and strategies based on clients’ cash flow analysis, fostering a collaborative approach to achieving financial security. By fostering a proactive approach to financial management, the Cash Flow calculator empowers individuals to take control of their finances, optimize savings, and progress towards their desired financial future with confidence.
The calculator can be viewed for free up to five (5) times on this site.
To use the full-featured versions of these calculators in FreshPlan, please contact us.
Companion Infographic
This Cash Flow statement infographic works an effective companion piece with the Cash Flow calculator by illustrating the power and benefits of preparing a cash flow statement.
Features
Consumer-facing
These consumer-facing financial calculators can be embedded in your web site quickly and easily.
Responsive
Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.
Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.