Income & Expense
As you approach retirement, part of your planning may include creating a retirement income strategy that will provide you with sustainable cash flow for as long as you need it. This calculator can be used in or near retirement to help you track your current monthly expenses and monthly income.
Expenses Worksheet
Income Worksheet
Compare
Monthly necessary expenses
Total monthly necessary expenses
Monthly discretionary expenses
Total monthly discretionary expenses
Grand total monthly expenses
Enter your expenses in the fields to the left to see how you spend your money each month. Click + to enter/view more details.
Each pie piece can be selected to see what percentage of your total expenses you spend on each category.
Monthly income (before tax)
Total monthly income (before tax)
Total monthly income (after tax)
Enter your sources of income in the fields to the left to see the money you earn each month.
Each pie piece can be selected to see what percentage you earn in each category.
Based on the information you provided, you will have a monthly surplus of .
Income
Expenses
Surplus
Based on the information you provided, you will have a monthly shortfall of .
Income
Expenses
Shortfall