Project 4

1. Project 4

1.9. Page 4

Project 4: Budgeting

Project 4: Budgeting

 

Time to Work

 

Create a new folder in your FIN1030 Course Folder called Project 4 Training Room 2. All of the answers to the following questions must be saved in this folder for your teacher to mark.

 

Complete Assignment 1 and submit it to your teacher for assessment. Check with your teacher to see if it is necessary to complete the optional assignment.

 

Assignment 1

 

Step 1: Open Partial Budgeted Income Statement, and save it in your course folder as “Assignment 2 Budgeted Income Statement.”

Step 2: Review the following income statement and complete the Actual column of the budgeted income statement.

 

This image shows the income statement for Cornucopia Services.

Microsoft product screen shot(s) reprinted with permission from Microsoft Corporation.


 

Step 3: The owner of Cornucopia Services is projecting an increase in sales of 15% and an increase in expenses of 10% for the next fiscal period. Complete the budgeted income statement, and remember to save the statement when you have finished.

Step 4: Open Cash Budget Template, and save it in your course folder as “Assignment 1 Cash Budget.”

 

The end of the fiscal period balance sheet revealed that the company had $59 000.00 in the cash account.

 

The company estimates that about 70% of the customers pay cash. The other 30% are accounts receivable customers who will pay cash in the next fiscal period.

 

Bank loan payments are $1250.00 per month, and the mortgage payments are $2500.00 per month.

 

The company will pay 20% of the last budget period’s expenses.

 

The company anticipates that it will pay 80% of its expenses in cash for this fiscal period.

 

Step 5: Using the budgeted income statement, complete the cash receipts section and remember to save the statement when you have finished.

 

Assignment 2 (optional)

 

Check with your teacher to see if you need to complete the following optional assignment.

 

Step 1: Open Partial Budgeted Income Statement, and save it in your course folder as “Assignment 2 Budgeted Income Statement.”

Step 2: Review the income statement below, and complete the Actual column of the budgeted income statement.

 

This image is of the income statement for Simone’s Offices Services.

Microsoft product screen shot(s) reprinted with permission from Microsoft Corporation.


 

Step 3: The owner of Simone’s Office Services is projecting an increase in sales of 25% and an increase in expenses of 10% for the next fiscal period. Complete the budgeted income statement, and remember to save the statement when you have finished.

Step 4: Open Cash Budget Template, and save it in your course folder as “Assignment 2 Cash Budget.”

 

The end of the fiscal period balance sheet revealed that the company had $45 298.00 in the cash account.

 

The company estimates that about 60% of the customers pay cash. The other 40% are accounts receivable customers who will pay cash in the next fiscal period.

 

Bank loan payments are $1050.00 per month, and the mortgage payments are $2250.00 per month.

 

The company will pay 20% of the last budget period’s expenses.

 

The company anticipates that it will pay 80% of its expenses in cash for this fiscal period.

 

Step 5: Using the budgeted income statement, complete the cash receipts section and remember to save the statement when you have finished.