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Owner Pay Worksheet
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INSTRUCTIONS: Fill in your business information in the grey cells. The white cells will automatically calculate based on your answers.
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MONTHLY GROSS INCOME CALCULATION
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Product or serviceGross Income
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GROSS INCOME £ -
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MONTHLY EXPENSES
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CategoryTotal
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FIXED EXPENSES
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VARIABLE
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ANNUAL
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TOTAL £ -
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NET INCOME
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INCOME £ -
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EXPENSES £ -
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NET INCOME £ -
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TAX SAVINGS
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NET INCOME £ -
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% TO SAVE0.00%Fill in the percetage that you want to save for taxes
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TOTAL TO SAVE £ -
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AVAILABLE AFTER TAXES £ -
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DEBT PAYOFF
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DEBT PAYOFF GOAL
Fill how much total debt you want to payoff (ie $1000)
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IN HOW MANY MONTHS?
Fill in how many months you want to reach this goal
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MONTHLY PAYMENT £ -
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AVAILABLE AFTER DEBT PAYMENTS £ -
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CUSHION
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CUSHION GOAL
Fill how much total cushion you want in your account (ie $1000)
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IN HOW MANY MONTHS?
Fill in how many months you want to reach this goal
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MONTHLY SAVING £ -
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AVAILABLE AFTER CUSHION £ -
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SAVINGS GOALS
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BIZ SAVINGS GOAL
Fill how much you want to save (ie $1000)
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IN HOW MANY MONTHS?
Fill in how many months you want to reach this goal
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MONTHLY SAVINGS £ -
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AVAILABLE AFTER SAVINGS £ -
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OWNER PAY
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OWNER PAY ACCESS£0.00
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EVERY MONTH I NEED
Use your personal number to fill this in, be sure it is less than your pay access!
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DIFFERENCE£0.00
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OWNER PAY SCHEDULE
How many times a month will you pay yourself?
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EACH PAYCHECK£0.00
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