Monthly Cash Flow Exercise
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- Joanna McBride
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1 Name Monthly Cash Flow Exercise Directions: Use the following scenario cards to fill out the Monthly Cash Flow Statement Worksheet on the next page. Each of the items should be recorded in the appropriate location in the cash flow statement. You pay a $150 car payment. You receive your monthly gross salary of $2,000. You pay rent of $450 per month. You pay your medical insurance of $75 a month. You pay your renter s insurance of $20. You pay your car insurance of $50. You pay for monthly groceries $200. Your monthly utilities are due. You owe $125. Your monthly bill for gasoline comes in and you must pay $75. It s your mother s birthday. You purchase a $50 present. Taxes came out of your paycheck. Federal tax $150, state tax, $50, social security $150. You go to a movie with a friend that costs $10. You put $100 into savings for a vacation at the beach. You hit a pothole and have a flat tire. You must pay $75 for a new one. You go out to dinner with friends. Your bill is $25. You find the perfect outfit for your date this weekend. You pay $100 for the outfit.
2 Monthly Cash Flow Statement Worksheet Directions: Complete this worksheet using the information on the cash flow statement scenario cards. Income Gross Salary Total Income Fixed Expenses Rent Renter s insurance Automobile loan payment Automobile insurance Medical insurance Savings fund Federal income tax State income tax Social security tax Total Fixed Expenses Variable Expenses Food Utilities Gas and maintenance Clothing and personal upkeep Gifts Miscellaneous Total Variable Expenses Total Expenses SURPLUS (DEFICIT)
3 Balance Sheet Exercise Directions: Use the following scenario cards to fill out the Balance Sheet Worksheet on the next page. Each of the items should be recorded in the appropriate location on the balance sheet. You have $1250 in your checking account. You have $1750 in your savings account. You purchased a computer last summer and it is valued at $500. You received a graduation gift of a watch and it is valued at $300. You purchased new furniture for your apartment. It is valued at $1,000, but you still owe $400. Your car is valued at $5,000, but you still owe $1,500. You owe $300 on a credit card. You have put $1,000 into a Roth IRA. You participate in your employer s 401l program. You have saved $5,000. You need a root canal procedure at your dentist office. You owe $400. You just cashed your income tax refund of $1,000. You purchased a flatscreen TV that is valued at $500. You have $75 in cash. You have a student loan balance of $20,000. You purchase a condominium for $60,000 and you owe $45,000. You and your best friend move into your new condominium. They pay you $450 a month in rent.
4 Balance Sheet Worksheet Directions: Complete this worksheet using the information on the balance sheet scenario cards. Assets $ Liabilities $ Liquid Assets Savings account Checking account Short-term Liabilities Credit card Medical debt Cash Other Total Liquid Assets Total Short-Term Liabilities Personal Possessions $ Long-term Liabilities $ Computer Jewelry Furniture Automobile Auto loan Home mortgage Furniture loan Student loan Television Total Personal Possessions Total Long-term Liabilities Real Estate $ Home Total Real Estate Investment Assets $ Roth IRA 401k Retirement Account Total Investment Assets Total Assets $ Total Liabilities $ Assets $ Liabilities $ Net Worth $
5 Budget for Mr. and Mrs. Ty Coon Directions: Prepare a monthly and yearly budget (multiply the monthly by 12 to get the yearly) for Mr. and Mrs. Ty Coon based on the following information. You will need to determine which of the monthly expenses should go under the fixed expenses section and which go under variable expenses and place them accordingly in the budget. The Coon s hope for a surplus to be able invest $50 monthly into a college fund and any other extra money into their savings account. Average monthly net paychecks: $3700 Other income, interest on savings: $11 Average monthly expenses: Rent $850 Clothing $75 Miscellaneous 50 Gasoline 300 Utilities 400 Phone 100 Personal care 75 Insurance (car, life, health) 200 Entertainment 200 Car maintenance 50 Car payments 450 Groceries 800 Gifts and donations 50 Investments to be determined?? Monthly Budget for Mr. and Mrs. Ty Coon Monthly Income Net paychecks Other income Total income Expenses Fixed expenses: Yearly Variable expenses: Total fixed expenses Total variable expenses Total fixed and variable expenses Cash surplus/deficit (total income minus total expenses) Allocation of surplus:
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