financial plan

re.bertyh.elpsfuben.t
financialplan.xls

CashBudget

CASH BUDGET WORKSHEET
Note: Fill in each light yellow cell
FEB MAR APR MAY JUN JUL
1 Cash Collections on Sales
Note to students:
All cells can be filled with either data from the MS Word doc problem or a formula derived from the problem.
Collections $30,000 $30,000 $30,000 $40,000 $50,000 $60,000
Month of Sale (20%) 6,000 6,000 6,000 8,000 10,000
18,000 18,000 18,000 24,000
4,500 4,500 4,500
Total Cash Collections 28,500 30,500 38,500
2 Raw Materials Payment
Purchases 22,500 30,000 37,500 45,000
Payment 22,500 30,000 37,500
3 Cash Budget
Cash in from collection 28,500 30,500 38,500
Cash Out
a) Raw Material Purchases 22,500 30,000 38,500
b) Rent, Insurance, and Other 1,000 1,000 1,000
c) Wages 3,000 4,000 5,000
Total Cash Out 26,500 35,000 43,500
Cash gain (loss) 2,000 -4,500 -5,000
Beginning Balance without outside financing 6,000 8,000 3,500
Cumulative cash without outside financing 8,000 3,500 -1,500
Required minimum cash -5,000 -5,000 -5,000
Hint for the last two line items:
EXCESS CASH $3,000 ________ ________ There should ONLY be three entries in total for the last two lines; as an example, if you only had one of the years
OR that had excess cash, then the other two entries would be blank this would mean there would be two negative entries
(CUMULATIVE LOAN NEEDS) ________ -1,500 -1,500 in the last line (cumulative loan needs) for the other two years.

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