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Microlesson · 5-min read

Methods of Cash Flow / Cash Budgeting

## Methods of Cash Flow (Cash) Budgeting

A cash budget forecasts cash inflows and outflows for a budget period so the firm can plan for surpluses and shortages in advance. There are three methods of preparing it.

### 1. Receipts and Payments Method

  • Considers all expected receipts and payments for the budget period.
  • Includes cash inflows and outflows from all functional budgets, including capital expenditure.
  • Adjustments and accruals are ignored (only actual cash movements matter).
  • Closing cash balance = Opening balance + Anticipated cash inflows − Anticipated cash payments.
  • This is the most commonly used method in business.

### 2. Adjusted Income (Adjusted Profit & Loss) Method

  • Starts from budgeted sales revenue and costs, then adjusts for delays in receipts and payments (i.e., changes in debtors and creditors).
  • Non-cash items like depreciation are removed to arrive at actual cash flow.
  • Essentially converts accrual profit into cash flow.

### 3. Adjusted Balance Sheet Method

  • Uses a budgeted balance sheet.
  • Assets (except cash & bank) and short-term liabilities are expressed as a percentage of expected sales; profit is also estimated as a percentage of sales.
  • Helps forecast owner's equity and determine whether extra finance is needed or whether there will be a positive cash balance.

### Quick comparison

MethodBasisTreatment of non-cash items
Receipts & PaymentsDirect cash flows + capexIgnored entirely
Adjusted IncomeProfit adjusted for debtor/creditor changesRemoved (e.g. depreciation)
Adjusted Balance SheetItems as % of salesBuilt into balance-sheet logic

Worked example

### Example 1

Receipts and Payments method – closing balance:

Opening cash balance = ₹50,000. Expected cash receipts (collections from debtors, cash sales, etc.) = ₹3,00,000. Expected cash payments (purchases, wages, capex) = ₹2,80,000.

Closing cash balance = ₹50,000 + ₹3,00,000 − ₹2,80,000 = ₹70,000 (a positive balance — no extra finance needed this period).

⚠️ Common exam mistakes

  • Including depreciation or other non-cash items as a cash outflow in the Receipts and Payments method — only actual cash movements count.
  • Omitting capital expenditure from the cash budget — capex IS included under the Receipts and Payments method.
  • Forgetting to adjust for debtor/creditor timing in the Adjusted Income method (treating accrued sales/costs as if they were cash).
Reference:
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