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

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  • Опубликовано: 27 янв 2025

Комментарии • 140

  • @KenjiExplains
    @KenjiExplains  2 года назад +12

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

    • @antonmursid3505
      @antonmursid3505 2 года назад +1

      Antonmursid🙏🙏🙏🙏🙏✌🇲🇨🇲🇨🇲🇨🇲🇨🇲🇨✌💝👌🙏

  • @KenjiExplains
    @KenjiExplains  2 года назад +77

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

    • @TusharKumar-jb6vp
      @TusharKumar-jb6vp 2 года назад +1

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

    • @tuhinkumar2
      @tuhinkumar2 Год назад +1

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

    • @jeimmylorenasolerlopez1312
      @jeimmylorenasolerlopez1312 11 месяцев назад

      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 11 месяцев назад

      @@jeimmylorenasolerlopez1312Your question makes no sense

    • @misfit2022
      @misfit2022 5 месяцев назад

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

  • @tanjasahaidak1617
    @tanjasahaidak1617 10 месяцев назад +1

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

  • @danielmwabila8064
    @danielmwabila8064 2 года назад +35

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

    • @KenjiExplains
      @KenjiExplains  2 года назад

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

  • @Jesstries13
    @Jesstries13 2 года назад +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. 🙌🏻

  • @gehadsayed7157
    @gehadsayed7157 Год назад +2

    Thank you for simplifying the Cash flow statement

  • @roseb.5367
    @roseb.5367 8 месяцев назад +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

  • @ethaneshelman5494
    @ethaneshelman5494 10 месяцев назад

    This was super helpful. Thank you Kenji!!

  • @reebazm5028
    @reebazm5028 Год назад +1

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

  • @abdallahlakkis449
    @abdallahlakkis449 2 года назад +1

    You're such a king honestly. Thanks a lot

  • @mariab4010
    @mariab4010 2 года назад

    AMAZING VIDEO HONESTLY I DON´T HAVE WORDS

  • @jackmedin6768
    @jackmedin6768 2 года назад

    Most helpful RUclips channel

  • @andymarci6766
    @andymarci6766 2 года назад +5

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

  • @kashmoney1
    @kashmoney1 2 месяца назад +1

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

  • @ShawnWi
    @ShawnWi Год назад

    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

  • @basantjangir1
    @basantjangir1 2 года назад

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

  • @xxflow995
    @xxflow995 8 месяцев назад +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 :)

  • @artmusicworlds
    @artmusicworlds Год назад

    it was very solid good explanation thank you

  • @Saud.S
    @Saud.S Год назад

    Thank you very much, this helped me alot.

  • @lucabenattar7365
    @lucabenattar7365 2 года назад

    Congrats Kenji ! The quality of your videos is amazing !

    • @KenjiExplains
      @KenjiExplains  2 года назад +1

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

  • @arunkumarilangovan1707
    @arunkumarilangovan1707 Год назад

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

  • @yudispace
    @yudispace Год назад

    Thanks Kenji for sharing. Your explanation is very detailed

  • @PraveenKumar-ei6qr
    @PraveenKumar-ei6qr 2 года назад

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

  • @indira6699
    @indira6699 2 года назад

    your presentation is good. Thank you

  • @maurernicolas7829
    @maurernicolas7829 Год назад

    Thank you for uploading such good content

  • @alejandrojara2024
    @alejandrojara2024 9 месяцев назад

    Thanks so much, Kenji

  • @philevans906
    @philevans906 Год назад

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

  • @vinayaktiwari7702
    @vinayaktiwari7702 7 месяцев назад

    kudos very well explained

  • @raihandawood987
    @raihandawood987 Год назад

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

  • @kayvanshah5216
    @kayvanshah5216 8 месяцев назад

    Thank you sir!!!

  • @daniels5166
    @daniels5166 2 года назад

    Thank you for the valuable content

  • @dianehaen2407
    @dianehaen2407 Год назад

    amazing docs and video

  • @anv.4614
    @anv.4614 2 года назад

    Dear Kenji, Thank you for great lesson.

  • @ChristAlvarezBarreto
    @ChristAlvarezBarreto 4 месяца назад

    THANK YOU FROM PUERTO RICO

  • @fazalraheem
    @fazalraheem Месяц назад

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

  • @qaniacademy2006
    @qaniacademy2006 2 года назад

    thanks of nice Explanation

  • @benwang7057
    @benwang7057 2 года назад

    This video is wonderful

  • @camlex6310
    @camlex6310 2 года назад

    Really easy to understand thanks!!

  • @MellowMelodiesGoa
    @MellowMelodiesGoa 10 месяцев назад

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

  • @dakshithragupathi3992
    @dakshithragupathi3992 Год назад +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?

  • @andreugiro2807
    @andreugiro2807 2 года назад

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

  • @soumyajain7863
    @soumyajain7863 2 года назад +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 года назад

      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 года назад

      @@KenjiExplains how long is your course hours?

  • @0401412740
    @0401412740 Год назад

    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

  • @ettoremurano888
    @ettoremurano888 2 года назад +1

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

  • @mr.gk5
    @mr.gk5 Год назад

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

  • @nicolearaujo5590
    @nicolearaujo5590 Год назад

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

  • @andresfernandezdelvalle803
    @andresfernandezdelvalle803 2 года назад

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

    • @kanayoadingupu3966
      @kanayoadingupu3966 3 месяца назад

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

  • @rossanaaquino9118
    @rossanaaquino9118 9 месяцев назад

    sir where will i place cash received from compensation income

  • @xmen123ify
    @xmen123ify Год назад

    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

  • @ChristianGentolia-o5u
    @ChristianGentolia-o5u 5 месяцев назад

    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?

  • @himanshujoshi4927
    @himanshujoshi4927 11 месяцев назад

    Could you let how to match balance sheet tallying in Excel

  • @solomonbhandari-young4154
    @solomonbhandari-young4154 2 года назад

    Amazing

  • @michaelquach7046
    @michaelquach7046 2 года назад

    Another solid exercise anyone can do to prepare for finance interviews

  • @kriscahya
    @kriscahya 2 года назад

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

  • @jamlawas6924
    @jamlawas6924 Год назад +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 3 месяца назад

      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

  • @sujinseo9545
    @sujinseo9545 2 года назад

    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 года назад

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

  • @ronaldpalmgren9478
    @ronaldpalmgren9478 2 года назад

    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

  • @hammadhasan6953
    @hammadhasan6953 5 месяцев назад

    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?

  • @cuaumuz
    @cuaumuz Год назад

    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!

  • @juandiegoforero3805
    @juandiegoforero3805 6 месяцев назад

    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?

  • @malikikram3643
    @malikikram3643 Год назад

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

  • @shrijapathak4829
    @shrijapathak4829 Год назад

    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?

  • @ramdanijim
    @ramdanijim Год назад

    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  Год назад

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

  • @retrobox4119
    @retrobox4119 2 года назад

    From where we can find the final excel file?

  • @TheSivaroshan
    @TheSivaroshan 2 года назад

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

  • @piyushsharma2829
    @piyushsharma2829 2 года назад +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).

  • @ChasingMyLiberty
    @ChasingMyLiberty 2 года назад

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

  • @justinseah4011
    @justinseah4011 10 месяцев назад

    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 10 месяцев назад

      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

  • @ronaldroldancavero
    @ronaldroldancavero 2 года назад

    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 года назад

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

  • @leo2hari
    @leo2hari Год назад

    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?

  • @sabazehrananji3406
    @sabazehrananji3406 Год назад

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

  • @anant0089
    @anant0089 6 месяцев назад

    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:

  • @user-hq2lg5sh3x
    @user-hq2lg5sh3x 2 года назад

    Sir what is the monthly salary of investment banker

  • @karanarora8027
    @karanarora8027 2 года назад

    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?

  • @godismyway7305
    @godismyway7305 2 года назад

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

    • @KDBabes
      @KDBabes Год назад +1

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

  • @rimarima8926
    @rimarima8926 Год назад

    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????

  • @natesome
    @natesome 2 года назад

    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?

  • @edsonmachel7516
    @edsonmachel7516 2 года назад +1

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

    • @KenjiExplains
      @KenjiExplains  2 года назад +1

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

  • @hassanraza-vb5ss
    @hassanraza-vb5ss Год назад

    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 :)

  • @pabloorellana6036
    @pabloorellana6036 2 года назад

    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

  • @bhaveshgoswami.
    @bhaveshgoswami. Год назад

    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 Год назад

      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

  • @hieuieu9194
    @hieuieu9194 2 года назад

    Did you reduce form the balance statement and income statement?

  • @ChasingMyLiberty
    @ChasingMyLiberty 2 года назад

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

    • @KenjiExplains
      @KenjiExplains  2 года назад

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

  • @alexshah7277
    @alexshah7277 2 года назад

    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 3 месяца назад

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

  • @armitageshanks2499
    @armitageshanks2499 2 года назад

    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 года назад +1

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

  • @selenabui7957
    @selenabui7957 Год назад

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

  • @ruthenianthruth
    @ruthenianthruth 2 года назад

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

    • @ruthenianthruth
      @ruthenianthruth 2 года назад

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

  • @thesenate8268
    @thesenate8268 Год назад

    download link doesn't work anymore :((

  • @emilsa488
    @emilsa488 2 месяца назад

    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.

  • @samuelb6550
    @samuelb6550 Год назад

    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 Год назад

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

    • @KDBabes
      @KDBabes Год назад

      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

  • @Richard.bassan
    @Richard.bassan 2 года назад

    The excel file is not the same used in the video

    • @KenjiExplains
      @KenjiExplains  2 года назад

      view.flodesk.com/pages/62da585cc9d3abbafd6c44b5

  • @mohamedhabeshee5502
    @mohamedhabeshee5502 Год назад

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

  • @Fantatizee
    @Fantatizee Год назад

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

  • @jonnyfavela1011
    @jonnyfavela1011 2 года назад +1

    short term debt is not a working capital item

    • @KenjiExplains
      @KenjiExplains  2 года назад

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

  • @ankit689
    @ankit689 Год назад

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

  • @willzinner8813
    @willzinner8813 2 года назад

    First!

  • @ruchikabandara4010
    @ruchikabandara4010 Год назад

    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 Год назад

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

    • @KDBabes
      @KDBabes Год назад

      CF from investing activity is negative 1k

  • @HUMAN-VERSION4
    @HUMAN-VERSION4 11 месяцев назад

    Your soosmart and handsome

  • @rimarima8926
    @rimarima8926 Год назад

    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????