Personal Finance102 · Module II · Lesson 06 of 11
Interactive · 20 min

Twelve-month cash-flow forecast

A model that lets the Scholar test decisions before making them.

Interactive

A twelve-month rolling cash-flow forecast the Scholar populates with recurring income, recurring expenses, and known one-off items. The model highlights months in which net cash is negative and estimates the size of the reserve required to absorb them.

Parameters

  • Recurring monthly income by source.
  • Recurring monthly expenses by category.
  • One-off items with month and amount.
  • Target ending cash balance.

Expected

A twelve-month schedule with a running balance, a minimum-balance callout, and a recommended emergency-reserve floor. The Scholar submits the model with a written paragraph on which month is most fragile and why.

Interactive

A working model the Scholar operates to build intuition.