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  Step 1 - Understanding Your Cash Flow  
 
Online Personal
Statement

In order to understand your cash flow, please complete the following forms. To do this properly you will need a copy of a recent bank statement. It is important to include all sources of income and every expenditure which leaves your account, since what we spend and what we think we spend, are often very different.
This exercise can be completed for you as an individual or for both you and your partner.

Please enter your monthly income:
Try to be as accurate as possible, and make sure you include income other than your main salary if applicable. This may include money earned from a second job, bill money from a partner, income or family support etc. All income values should be net values, i.e. after tax as they appear on your payslip.
 
Name:  
Main Income:  * Normal salary from your main job
Second Income:   * Income from a second job or bill money from a partner etc
Benefit Income * Family allowance, tax credit, income support etc
Other Income: * Investment income, rental income, internet / passive income etc

 
 

 

 

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