Build a Cash Flow Statement From Scratch Using a Balance Sheet and Income Statement

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  • เผยแพร่เมื่อ 29 ธ.ค. 2024

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  • @KenjiExplains
    @KenjiExplains  2 ปีที่แล้ว +12

    👉 Get 25% OFF Financial Edge using code KENJI25: bit.ly/3Lla95f

    • @antonmursid3505
      @antonmursid3505 2 ปีที่แล้ว +1

      Antonmursid🙏🙏🙏🙏🙏✌🇲🇨🇲🇨🇲🇨🇲🇨🇲🇨✌💝👌🙏

  • @KenjiExplains
    @KenjiExplains  2 ปีที่แล้ว +75

    🚨 Correction: short-term debt should not be accounted for under working capital. It should go under financing activities. Cheers!

    • @TusharKumar-jb6vp
      @TusharKumar-jb6vp 2 ปีที่แล้ว +1

      Yes I was about to correct it but then I saw your comment

    • @tuhinkumar2
      @tuhinkumar2 ปีที่แล้ว +1

      @kenji explains What about the taxes which needs to be deducted under the operating cash flows?

    • @jeimmylorenasolerlopez1312
      @jeimmylorenasolerlopez1312 10 หลายเดือนก่อน

      Great video!
      I have two questions. How do we accounted for the short term lease liability? And how do we accounted for a ROU operating lease assets?

    • @SurgeEquityResearch
      @SurgeEquityResearch 10 หลายเดือนก่อน

      @@jeimmylorenasolerlopez1312Your question makes no sense

    • @misfit2022
      @misfit2022 4 หลายเดือนก่อน

      Explains why I only got £85 in Financing 😁 All good

  • @danielmwabila8064
    @danielmwabila8064 2 ปีที่แล้ว +34

    Kenji Explains, also known as every business student's best friend! 😁😃 Truly appreciate the endless value you keep providing!

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว

      Cheers Daniel thank you for watching the videos! Hope all is well man :)

  • @Jesstries13
    @Jesstries13 2 ปีที่แล้ว +12

    Amazing. Thank you so much. I have a horrible corporate finance professor and this channel is literally how I am getting through my masters course. 🙌🏻

  • @roseb.5367
    @roseb.5367 7 หลายเดือนก่อน +1

    Your voice forces my nerves to calm down and just listen. This was so beneficial for me. We are working on cash flow in my Finance class. Thank you

  • @gehadsayed7157
    @gehadsayed7157 ปีที่แล้ว +2

    Thank you for simplifying the Cash flow statement

  • @tanjasahaidak1617
    @tanjasahaidak1617 9 หลายเดือนก่อน

    I love the posibility to load the document and work with you! Thanks!

  • @reebazm5028
    @reebazm5028 11 หลายเดือนก่อน +1

    Hi Kenji. Its really fabulous to see this video. Request to show direct method with the same data.

  • @ShawnWi
    @ShawnWi ปีที่แล้ว

    Working on my M.S. in Finance and I zero background working in accounting or finance...(I work in insurance) this video is a great explanation for something that is difficult to understand from just reading the textbook

  • @kashmoney1
    @kashmoney1 หลายเดือนก่อน +1

    dude this is amazing, thanks so much! Can you explain deferred tax situation?

  • @jackmedin6768
    @jackmedin6768 2 ปีที่แล้ว

    Most helpful TH-cam channel

  • @xxflow995
    @xxflow995 7 หลายเดือนก่อน +1

    For those in need: that 384 change in accumulated other comprehensive income (AOCI) is the difference between the IS D&A and BS implied D&A; Therefore, assuming that there is no amortisation, the income statement D&A includes a non-cash adjustment that is in fact an unrealised revaluation (likely of PPE) which is reflected in AOCI. The cash-flow statement CFFO and CFFI should be modified to reflect this as follows - CFFO: D&A is 360, CFFI: Capex is -26 (calculated as sum of change in Gross PPE -410 and change in AOCI +384). You are welcome :)

  • @mariab4010
    @mariab4010 2 ปีที่แล้ว

    AMAZING VIDEO HONESTLY I DON´T HAVE WORDS

  • @ethaneshelman5494
    @ethaneshelman5494 9 หลายเดือนก่อน

    This was super helpful. Thank you Kenji!!

  • @abdallahlakkis449
    @abdallahlakkis449 2 ปีที่แล้ว +1

    You're such a king honestly. Thanks a lot

  • @philevans906
    @philevans906 ปีที่แล้ว

    It does what it says on the tin; Kenji does, indeed, explain. 👏

  • @PraveenKumar-ei6qr
    @PraveenKumar-ei6qr 2 ปีที่แล้ว

    This is good. I did my accounting class a year ago and already forgot some basics. This reminded me a lot. Thank you.

  • @raihandawood987
    @raihandawood987 ปีที่แล้ว

    Simply superb. You explained the toughest thing in a very simpler form. Hats off Sir !!

  • @dakshithragupathi3992
    @dakshithragupathi3992 11 หลายเดือนก่อน +1

    @kenji, Is the change in other current assets be +150, because the company gained cash from selling current assets from 1,650 to 1,500?

  • @basantjangir1
    @basantjangir1 ปีที่แล้ว

    Thanks @KenjiExplains this is a very useful video on cash flow statement

  • @andymarci6766
    @andymarci6766 2 ปีที่แล้ว +5

    We were deserving this type of video! Thanks professor Kenji!

  • @arunkumarilangovan1707
    @arunkumarilangovan1707 ปีที่แล้ว

    VERY USEFUL CONTENT. MANY OF MY DOUBTS WERE CLEARED IN THIS VIDEO. THANK YOU.

  • @yudispace
    @yudispace ปีที่แล้ว

    Thanks Kenji for sharing. Your explanation is very detailed

  • @fazalraheem
    @fazalraheem 20 วันที่ผ่านมา

    You have great explanation Sir, kindly guide how to create Lend and Borrow track record in appsheets app.

  • @artmusicworlds
    @artmusicworlds ปีที่แล้ว

    it was very solid good explanation thank you

  • @Saud.S
    @Saud.S ปีที่แล้ว

    Thank you very much, this helped me alot.

  • @maurernicolas7829
    @maurernicolas7829 ปีที่แล้ว

    Thank you for uploading such good content

  • @indira6699
    @indira6699 2 ปีที่แล้ว

    your presentation is good. Thank you

  • @lucabenattar7365
    @lucabenattar7365 2 ปีที่แล้ว

    Congrats Kenji ! The quality of your videos is amazing !

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว +1

      Thanks so much for the comment Luca, really appreciate it!

  • @anv.4614
    @anv.4614 2 ปีที่แล้ว

    Dear Kenji, Thank you for great lesson.

  • @alejandrojara2024
    @alejandrojara2024 8 หลายเดือนก่อน

    Thanks so much, Kenji

  • @daniels5166
    @daniels5166 2 ปีที่แล้ว

    Thank you for the valuable content

  • @ChristAlvarezBarreto
    @ChristAlvarezBarreto 3 หลายเดือนก่อน

    THANK YOU FROM PUERTO RICO

  • @soumyajain7863
    @soumyajain7863 2 ปีที่แล้ว +2

    Hi Kenji, I love your content as it provides exact information about finance and its working. Just wanted to ask any videos on DCF modelling from scratch ?

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว

      Thank you, appreciate your support! No unfortunately don't have those as they're very lengthy (at least to do well). The only place we have those available is in our course: learn.careerprinciples.com/courses/finance-valuation-course

    • @shivanshshukla5883
      @shivanshshukla5883 2 ปีที่แล้ว

      @@KenjiExplains how long is your course hours?

  • @vinayaktiwari7702
    @vinayaktiwari7702 6 หลายเดือนก่อน

    kudos very well explained

  • @jamlawas6924
    @jamlawas6924 ปีที่แล้ว +2

    Hi Kenji, thank you for this video. May I know if SG&A and other operating expenses should be included in Cash flow under Operating activities? Should I treat them the same as depreciation and not get the difference? Thanks

    • @kanayoadingupu3966
      @kanayoadingupu3966 2 หลายเดือนก่อน

      Net income takes care of the P&L aspect of cashflow. You do not need to bring in any other P&L item except for Dividend paid calculation

  • @MellowMelodiesGoa
    @MellowMelodiesGoa 9 หลายเดือนก่อน

    I am not from Finance, but wanted to learn about DCF which requires deriving FCF, thanks.

  • @andreugiro2807
    @andreugiro2807 2 ปีที่แล้ว

    Thank you my friend! Keep doing this interesting videos!😁

  • @dianehaen2407
    @dianehaen2407 ปีที่แล้ว

    amazing docs and video

  • @0401412740
    @0401412740 ปีที่แล้ว

    It's easy to do, just the non-cash movements, like provisions, allowance for doubtful debts, depreciation, financing costs on lease liability need to be considered

  • @ChristianGentolia-o5u
    @ChristianGentolia-o5u 4 หลายเดือนก่อน

    What if D&A is not in a separate line item in the IS? What if it is embedded in COGS or Opex? How would you calculate D&A then, in order to add it back to the CFS?

  • @nicolearaujo5590
    @nicolearaujo5590 ปีที่แล้ว

    Hi Kenji. Can you do a Seidman Financial Model 13 weeks cash flow tutorial?

  • @xmen123ify
    @xmen123ify ปีที่แล้ว

    What about the sale of an asset loss or gain don’t you have to adjust it in the operating activities part of the cash flow ? And the sale will be adjusted in the investing part

  • @kayvanshah5216
    @kayvanshah5216 7 หลายเดือนก่อน

    Thank you sir!!!

  • @juandiegoforero3805
    @juandiegoforero3805 5 หลายเดือนก่อน

    I have a question if you start from the net income for the cash flow statement, shouldn’t you take away interests? and is not correctly taking into account the operational taxes, isn’t it?

  • @ettoremurano888
    @ettoremurano888 2 ปีที่แล้ว +1

    Great video! It would be great if you made one on how to restructure financial statements, don’t you think?

  • @camlex6310
    @camlex6310 2 ปีที่แล้ว

    Really easy to understand thanks!!

  • @hammadhasan6953
    @hammadhasan6953 4 หลายเดือนก่อน

    When calculating Change in Working Capital, why calculating receivable, inventory and payables separately? what if, we first calculate the working capital of both years and takes the change of working capital?

  • @ronaldpalmgren9478
    @ronaldpalmgren9478 2 ปีที่แล้ว

    I very much enjoyed your video.I am creating a month to month forecast but do not know how to treat downpayment from customers and downpayments to vendors in the statement of cash flows.Can You advise? thanks

  • @mr.gk5
    @mr.gk5 ปีที่แล้ว

    How do you set up the check thing at the end of the balance sheet?

  • @michaelquach7046
    @michaelquach7046 2 ปีที่แล้ว

    Another solid exercise anyone can do to prepare for finance interviews

  • @andresfernandezdelvalle803
    @andresfernandezdelvalle803 ปีที่แล้ว

    Great video, I just can't understand why you add in the depreciation to the operating cash flow? Cheers!

    • @kanayoadingupu3966
      @kanayoadingupu3966 2 หลายเดือนก่อน

      This is in other to adjust for non-cash items from net income

  • @shrijapathak4829
    @shrijapathak4829 ปีที่แล้ว

    I wanted to point out a couple of things. I might be completely wrong. Part of debt repaid is already subtracted in the income statement, so to account for that short-term debt repaid and portion of long-term debt repaid must be added back in CF from operations and subtracted back from financing activities to ensure there is no double substracting. Moreover, shouldn't the change in other assets be added/substracted from investing activities?

  • @benwang7057
    @benwang7057 2 ปีที่แล้ว

    This video is wonderful

  • @sujinseo9545
    @sujinseo9545 2 ปีที่แล้ว

    Hi Kenji I,m really enjoying watching ur videos, the link for the excel file is for a chart,not for building an income statment

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว

      Link updated sorry: view.flodesk.com/pages/62da585cc9d3abbafd6c44b5

  • @anant0089
    @anant0089 5 หลายเดือนก่อน

    Hi pls help me I need to figure it out why increase in inventory in company balance sheet will go in Cash Flow only but not under purchases in Trading and P&L account and reduce net/gross profit accordingly ?
    Example company:

  • @kriscahya
    @kriscahya 2 ปีที่แล้ว

    hi, kenji, how to make the Change in formula you make auto kinda to the right not in line the Change in Title thanks

  • @qaniacademy2006
    @qaniacademy2006 2 ปีที่แล้ว

    thanks of nice Explanation

  • @justinseah4011
    @justinseah4011 9 หลายเดือนก่อน

    Noticed for the movement in PPE, this doesnt seem 100% correct because the movement may be due to a revaluation of properties. So there would be a need to split out the fair valuation appreciation portion (not to be included). Right?

    • @denvernazareth2778
      @denvernazareth2778 9 หลายเดือนก่อน

      The gross PPE is essentially the book value and does not account for depreciation/appreciation, therefore you can use it to identify whether capital expenditure has been increased or not. Using net PPE would be incorrect if you do not add back the depreciation

  • @rossanaaquino9118
    @rossanaaquino9118 8 หลายเดือนก่อน

    sir where will i place cash received from compensation income

  • @TheSivaroshan
    @TheSivaroshan 2 ปีที่แล้ว

    When you take the difference between share capital won’t be the divided paid be counted ? Why took it separately again as well ?

  • @himanshujoshi4927
    @himanshujoshi4927 10 หลายเดือนก่อน

    Could you let how to match balance sheet tallying in Excel

  • @piyushsharma2829
    @piyushsharma2829 2 ปีที่แล้ว +3

    Hey kenji, you explain very clearly and your content is really good.
    I have theoretical knowledge about financial modelling and valuations (but I don't understand when it comes to practically making Models) can you suggest best Books to learn about financial modelling, Valuations(Basic to advance) and Finance (Investment Banking related).

  • @leo2hari
    @leo2hari ปีที่แล้ว

    have a question or confusion here, Is this the correct way to subtract the previous year's value from the current year's value?
    check WC heading , Accounts Receivable increased in 2021 then why would be figuring it out to be as negative change?

  • @hassanraza-vb5ss
    @hassanraza-vb5ss ปีที่แล้ว

    do we really need cash flow statements? i mean our system has all cash movements recorded and we have income statements, expense trends, capex, BS packs which automatically tells us all movements in cash + the ending balances. please answer my question cz i am really confused. thank you in advance :)

  • @ramdanijim
    @ramdanijim ปีที่แล้ว

    Thanks for explaining, Mr. Kenji. It makes me wanna know about you. Hope you're always fine. Can you tell me Which country do you come from?

    • @KenjiExplains
      @KenjiExplains  ปีที่แล้ว

      Thanks for watching! From Spain (spanish father & japanese mother)

  • @malikikram3643
    @malikikram3643 ปีที่แล้ว

    Sir if debenture is given in balance sheet how i understand that debenture or issued or redeem

  • @rimarima8926
    @rimarima8926 ปีที่แล้ว

    Hello sir, im really confused where to account contingency fund in cash flow it is separated account from cash in assets
    But in ledger you cannot account it anywhere..
    So where does contingency fund go with??
    The capital????

  • @ChasingMyLiberty
    @ChasingMyLiberty 2 ปีที่แล้ว

    Jedi Master Kenji teaches another lesson in the ways of the Force.

  • @karanarora8027
    @karanarora8027 2 ปีที่แล้ว

    hey i was analyzing a company's cash flow statement and the changes in current assets reported on cash flow statement does not correspond to the change in current assets on the balance sheet. how to go about this thing?

  • @retrobox4119
    @retrobox4119 2 ปีที่แล้ว

    From where we can find the final excel file?

  • @natesome
    @natesome 2 ปีที่แล้ว

    Question for You Kenji.... I noticed that you did not include the Net Income in your calculation for Change in Cash. Is that an error?

  • @cuaumuz
    @cuaumuz ปีที่แล้ว

    Thank you very much for this very helpful video. I am going to save this because I know it will definitely come in handy again!

  • @pabloorellana6036
    @pabloorellana6036 2 ปีที่แล้ว

    Hi there Kenji , what could your recommend me (from your courses )… I’m civil engineer and for this 2023 year I would like to do like an investment for my company.. buying an excavator… so what could I do … like a project finance for the company trying to figure out my incomes and outcomes…? Thank you looking forward your reply

  • @ronaldroldancavero
    @ronaldroldancavero 2 ปีที่แล้ว

    Hi Kenji. I always watch your videos, thanks for explain really good. I'd like to know why you add short term debt in operating cash flow, I understood it was part of financing cash flow. Why it could be?
    thanks so much

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว

      Yes you're completely right, it should not be under working capital. Sorry about that and thanks for pointing it out :)

  • @sabazehrananji3406
    @sabazehrananji3406 ปีที่แล้ว

    A question: why didn't we include accumulated depr in investing activies?

  • @godismyway7305
    @godismyway7305 2 ปีที่แล้ว

    Why we did not deduct Interest payment $289 in our Financing ? Subscribed, Thank you!

    • @KDBabes
      @KDBabes ปีที่แล้ว +1

      U can do it, if u r doing it u have to add back interest in operating activities

  • @bhaveshgoswami.
    @bhaveshgoswami. ปีที่แล้ว

    I have a question here. Depreciation that we are adding back is 744 whereas the movement in Accumulated depreciation is 360. What could be the reason of difference? How our cash flow is tallying without considering this difference?

    • @KDBabes
      @KDBabes ปีที่แล้ว

      Yes i think u r correct. BS will tally as Cash figure in CFS is taken an hit from (744-360) depreciation and Cash figure in BS is just from CFS

  • @edsonmachel7516
    @edsonmachel7516 2 ปีที่แล้ว +1

    Short-term debt is not a working capital item, net working capital refers to non - cash and non-debt items

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว +1

      Yes completely right, added a correction on the comments. Thanks for pointing it out :)

  • @armitageshanks2499
    @armitageshanks2499 2 ปีที่แล้ว

    Kenji, so do all cash flow statements show no original information? Everything in cash flow statement can be built from balance sheet and income statement?

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว +1

      Yes! It shows the change which is kinda new information but the inputs are still all from BS and IS

  • @selenabui7957
    @selenabui7957 ปีที่แล้ว

    I downloaded Free Excel file but it can not be opened . Keep showing errors. Is it still available?

  • @solomonbhandari-young4154
    @solomonbhandari-young4154 2 ปีที่แล้ว

    Amazing

  • @ruthenianthruth
    @ruthenianthruth 2 ปีที่แล้ว

    Kenji, may I ask why you ignored Accounts payable, Taxes payable and Other Current liabilities?

    • @ruthenianthruth
      @ruthenianthruth 2 ปีที่แล้ว

      Sorry, I missed that you did it in Cashflow from operating activities (in Working capital). Thanx for a good video!

  • @alexshah7277
    @alexshah7277 2 ปีที่แล้ว

    Hello Kenji... I want to ask here... Now all business were done in online which is all transaction were paid via bank... Is it consider as cash flow?

    • @kanayoadingupu3966
      @kanayoadingupu3966 2 หลายเดือนก่อน

      Yes. In accounting, Cash refers to Physical or Banked cash

  • @emilsa488
    @emilsa488 หลายเดือนก่อน

    Yeah, but what good it does if, for example, Net income is not categorised? Also, income is booked when invoice is written. Is there is income booked, it does not mean that money was received.

  • @user-hq2lg5sh3x
    @user-hq2lg5sh3x 2 ปีที่แล้ว

    Sir what is the monthly salary of investment banker

  • @ChasingMyLiberty
    @ChasingMyLiberty 2 ปีที่แล้ว

    Interview? I have to build this for a job interview?

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว

      lol it would be for a final round interview yeah haha (obviously not all companies do this specific case study though)

  • @hieuieu9194
    @hieuieu9194 2 ปีที่แล้ว

    Did you reduce form the balance statement and income statement?

  • @samuelb6550
    @samuelb6550 ปีที่แล้ว

    If someone can help with the depreciation, i'd really appreciate. The cashflow uses 744 as depreciation and amortization whereas the Balance sheet shows 4800 and 5160. Where does the 744 come from?

    • @thesenate8268
      @thesenate8268 ปีที่แล้ว

      It comes from the income statement. Balance sheet only shows depreciation, not amortization. Income statement shows both, that's why.

    • @KDBabes
      @KDBabes ปีที่แล้ว

      I think it's a mistake, since in video cash balance is taken from CFS, Balance sheet is matching.
      Practically Cash Balance would be physically verified and same will be considered in BS.
      In this scenario, Closing cash is being affected by the difference in depreciation in Balance sheet and Income statement

  • @thesenate8268
    @thesenate8268 ปีที่แล้ว

    download link doesn't work anymore :((

  • @Richard.bassan
    @Richard.bassan 2 ปีที่แล้ว

    The excel file is not the same used in the video

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว

      view.flodesk.com/pages/62da585cc9d3abbafd6c44b5

  • @Fantatizee
    @Fantatizee ปีที่แล้ว

    But you're not teaching me how to make the template in the first placeT-T

  • @ankit689
    @ankit689 ปีที่แล้ว

    Why to derive..can't you take an example as to how you arrived correctly!!!!

  • @mohamedhabeshee5502
    @mohamedhabeshee5502 ปีที่แล้ว

    Kenji you are great but very fast Man you need to slow down

  • @jonnyfavela1011
    @jonnyfavela1011 2 ปีที่แล้ว +1

    short term debt is not a working capital item

    • @KenjiExplains
      @KenjiExplains  2 ปีที่แล้ว

      Yes you're completely right, it should not be under working capital. Added a comment to correct that. Thanks for pointing it out :)

  • @ruchikabandara4010
    @ruchikabandara4010 11 หลายเดือนก่อน

    dont you need to concern on payment of tax in cash. You got net income after tax and interest and you didn't concern about the tax and interest payment in term of cash.

  • @KHALIDLEMAR-t3z
    @KHALIDLEMAR-t3z ปีที่แล้ว

    The Total of Change in Cash from Cash Flow Is Wrong It is been equal to 8145

    • @KDBabes
      @KDBabes ปีที่แล้ว

      CF from investing activity is negative 1k

  • @willzinner8813
    @willzinner8813 2 ปีที่แล้ว

    First!

  • @HUMAN-VERSION4
    @HUMAN-VERSION4 10 หลายเดือนก่อน

    Your soosmart and handsome

  • @rimarima8926
    @rimarima8926 ปีที่แล้ว

    Hello sir, im really confused where to account contingency fund in cash flow it is separated account from cash in assets
    But in ledger you cannot account it anywhere..
    So where does contingency fund go with??
    The capital????