Mortgage Home Equity Line of Credit

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					                                                                                                                               A Division of Turning Point Ministry Group

CURRENT MONTHLY CASH FLOW

                                                           Current
             CATEGORY                                      Monthly

INCOME                                                                 Frequency       Gross Pay
Income - His
Income - Hers
Social Security - His
Social Security - Hers
Pension/Retirement - His
Pension/Retirement - Hers
Child Support
Tax Returns
Other Income
TOTAL INCOME                                                   $0.00

EXPENSES

Taxes Expenses                                                         Frequency
Federal Taxes
State Taxes
Other Taxes
 Total Taxes                                                   $0.00

Giving Expenses
Home Church Offerings
Contributions
Other Giving
 Total Giving                                                  $0.00

Savings Expenses                                                       Bal. on Acct
Savings for cushion
Savings for major purchases
Other Savings
 Total Savings                                                 $0.00

Lifestyle Expenses
                                                                                                                   Years left on   Appraisal
Housing:                                                                              Bal. on Loan Interest Rate       loan         Value
Mortgage - 1st
Mortgage - 2nd
Home Equity/Line of Credit
Rent                                                                   Frequency
Taxes - House
Homeowners/Rental Insurance
Homeowners Association Dues

Maintenance/Home Improvement
Electric
Gas /Oil
Water
Trash
Telephone - Land line
Telephones - Cell
Other Housing
 Housing Subtotal                                              $0.00



                         14943 Desman Rd ▪ La Mirada, CA 90638 ▪ 800-296-5899 ▪ Fax 714-367-2168 ▪ tim@turningpoint.org
                                                      ...Your Stewardship Partner for Life...
    a18dbec9-7e31-45ff-9e53-ea65b0ec2f85.xls / Cash Flow                                                                                                               1
                                                                                                                              A Division of Turning Point Ministry Group

CURRENT MONTHLY CASH FLOW

                                                           Current
             CATEGORY                                      Monthly

Living:
Groceries & Supplies
Dry Cleaning/Laundry
Internet Access
Liquor/Cigarettes
Allowance for Kids
Cash (includes lunches/snacks)
Education
Haircut/Beauty
Books/Subscriptions/Music
Clothing
Storage
Other Living
  Living Subtotal                                              $0.00


                                                                                                                Months left
Transportation:                                                                    Bal. on Loan Interest Rate    on loan            Make           Model
Auto Loan
Auto Loan
RV/Motorcycle Loan                                                     Frequency
Auto Insurance
License & Registration
Gas/Fuel
Repairs
Parking/Tolls
Bus/Train
Car wash/Detailing services
Other Transportation
 Transportation Subtotal                                       $0.00

Insurance:                                                               Type      Face Value
Life Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Umbrella Insurance
Other Insurance
 Insurance Subtotal                                            $0.00

Recreation:
Health Club/Gym dues
Kids Activities/Lessons/Clubs
Adult Activities/Lessons/Clubs
Hobbies
Business on the side
Other Recreation
 Recreation Subtotal                                           $0.00




                         14943 Desman Rd ▪ La Mirada, CA 90638 ▪ 800-296-5899 ▪ Fax 714-367-2168 ▪ tim@turningpoint.org
                                                      ...Your Stewardship Partner for Life...
    a18dbec9-7e31-45ff-9e53-ea65b0ec2f85.xls / Cash Flow                                                                                                              2
                                                                                                      A Division of Turning Point Ministry Group

CURRENT MONTHLY CASH FLOW

                                                            Current
             CATEGORY                                       Monthly

Professional Services & Out of Pocket Costs:
Child Care
Pet Care                                                                  Frequency
Housecleaning
Yard Maintenance
Pool Service
Dental
Medical/Prescriptions
Legal
Counseling
Tax Prep
Eye Care
Other Prof. Services
 Prof. Services Subtotal              $0.00

Entertainment:
Cable TV
Dining Out
Movies/Events
Babysitting
Lottery/Gambling
Other Entertainment
 Entertainment Subtotal                                          $0.00

Vacations:
Vacations/Trips
Other Vacations
 Vacations Subtotal                                              $0.00

Gifts:
Birthday Spending
Holiday Spending
Other Gifts
 Gifts Subtotal                                                  $0.00

Total Lifestyle Expenses                                         $0.00

Debt Expenses

Credit Cards: (Name of Card)                               Min. Payment   Balance     Interest Rate




 Credit Cards Subtotal                                           $0.00




                         14943 Desman Rd ▪ La Mirada, CA 90638 ▪ 800-296-5899 ▪ Fax 714-367-2168 ▪ tim@turningpoint.org
                                                      ...Your Stewardship Partner for Life...
    a18dbec9-7e31-45ff-9e53-ea65b0ec2f85.xls / Cash Flow                                                                                      3
                                                                                                                    A Division of Turning Point Ministry Group

CURRENT MONTHLY CASH FLOW

                                                           Current
             CATEGORY                                      Monthly

                                                                                                      Months left
Other Financial Obligations:                                           Bal. on loan   Interest Rate    on loan
Student Loans
Bank Loan
Family/Friends
Medical Loan
Other Financial Obligations
 Fin. Obligation Subtotal                                      $0.00

Total Debt Expenses                                            $0.00

TOTAL EXPENSES                                                 $0.00

CASH SHORT/EXTRA
(Income - Expenses)                                            $0.00

ASSET BALANCES
Checking Account
Savings Account
Money Market Account
IRA #1
IRA #2
CD's
Mutual Funds/Stocks/Bonds                                              Deduct. %
401 K Plan #1
401 K Plan #2
Car
House
Property
Other Assets
TOTAL ASSETS                                                   $0.00




                         14943 Desman Rd ▪ La Mirada, CA 90638 ▪ 800-296-5899 ▪ Fax 714-367-2168 ▪ tim@turningpoint.org
                                                      ...Your Stewardship Partner for Life...
    a18dbec9-7e31-45ff-9e53-ea65b0ec2f85.xls / Cash Flow                                                                                                    4

				
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Description: Mortgage Home Equity Line of Credit document sample