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Budgeted balance sheet

Budgeted balance sheet is the projected statement of financial position at the end of the budget period, built from the operating and cash budgets. It completes the master budget and verifies the plan's overall financial position.

ByHoang TruongUpdated

FrameworkMaster budget

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The budgeted balance sheet pulls together every other budget: inventory and receivables from the sales and production plans, property and equipment adjusted for planned capex less depreciation, payables from the purchases budget, and closing cash from the cash budget. As with any balance sheet, budgeted assets must equal budgeted liabilities plus budgeted equity — the internal check that the plan is arithmetically sound.

Where it fits
SubjectManagerial AccountingAdvancedTopicBudgeting & the Master BudgetAdvanced

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PracticeCORE

A manufacturing firm has completed its sales, production, materials, labour, overhead, and cash budgets for the coming year. What is the primary purpose of then preparing a budgeted balance sheet?

Select an answer to check your understanding.