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Master Budget and Cash Management Guide

1) The document provides a comprehensive budgeting problem that requires preparing budgets for production, direct materials, cash collections and payments, manufacturing costs, and income for a manufacturing company over a 3 month quarter. 2) Key budgets include a production budget of 27,525 units, direct materials budget of $110,540, cash budget showing sources and uses of cash, and a budgeted income statement projecting net income of $71,254 for the quarter. 3) The budgets incorporate beginning balances, planned production and sales, manufacturing and operating costs, cash sources from collections and uses for payments, and projected profit.

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0% found this document useful (0 votes)
90 views6 pages

Master Budget and Cash Management Guide

1) The document provides a comprehensive budgeting problem that requires preparing budgets for production, direct materials, cash collections and payments, manufacturing costs, and income for a manufacturing company over a 3 month quarter. 2) Key budgets include a production budget of 27,525 units, direct materials budget of $110,540, cash budget showing sources and uses of cash, and a budgeted income statement projecting net income of $71,254 for the quarter. 3) The budgets incorporate beginning balances, planned production and sales, manufacturing and operating costs, cash sources from collections and uses for payments, and projected profit.

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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Introduction to Management Accounting Solutions Manual

Problems: Set A

(60 min.) P 9-59A

P9-59A Comprehensive budgeting problem (Learning Objectives 2 & 3)


Requirements
1. Prepare a schedule of cash collections for January, February, and March, and for the quarter
in total.
2. Prepare a production budget.
3. Prepare a direct materials budget.
4. Prepare a cash payments budget for the direct material purchases from Requirement 3.
5. Prepare a cash payments budget for conversion costs.
6. Prepare a cash payments budget for operating expenses.
7. Prepare a combined cash budget.
8. Calculate the budgeted manufacturing cost per unit.
9. Prepare a budgeted income statement for the quarter ending March 31.
Solution:
Given

Sales Budget
December January February March
Unit sales $ 7,000 $ 8,000 $ 9,200 $ 9,900
Unit selling price $ 10 $ 10 $ 10 $ 10
Total sales Revenue $ 70,000 $ 80,000 $ 92,000 $ 99,000

Req. 1

Cash Collections
January February March Quarter
Cash Sales in Current Month at 30% $ 24,000 $ 27,600 $ 29,700 $ 81,300
Collection On Credit Sales - Previos Monh at
70% $ 49,000 $ 56,000 $ 64,400 $ 169,400
Total Cash Collections $ 73,000 $ 83,600 $ 94,100 $ 250,700

Req. 2

Production Budget
January February March Quarter
Unit Sales 8,000 9,200 9,900 27,100

Chapter 9: The Master Budget and Responsibility Accounting 1


Introduction to Management Accounting Solutions Manual

Plus: Desired Ending Inventory 2,300 2,475 2,425 2,425


Total Needed 10,300 11,675 12,325 29,525
Less: Beginning Inventory 2,000 2,300 2,475 2,000
Number of Units to Produce 8,300 9,375 9,850 27,525

Req. 3

Direct Materials Budget


January February March Quarter
Units to be Produced 8,300 9,375 9,850 27,525
x Pounds of DM Needed Per Unit 2 2 2 2
Quantity (pounds) Needed For Productio 16,600 18,750 19,700 55,050
Plus: Desired Ending Inventory of DM 1,875 1,970 1,880 1,880
Total Quantity (pounds) Needed 18,475 20,720 21,580 56,930
Less: Beginning Inventory of DM 1,660 1,875 1,970 1,660
Quantity (pounds) to Purchase 16,815 18,845 19,610 55,270
x Cost Per Pound $ 2 $ 2 $ 2 $ 2
Total Cost of DM Purchases 33,630 37,690 39,220 110,540

April May
Unit Sales 9,700
Plus: Desired Ending Inventory 2,125
Total Needed 11,825
Less: Beginning Inventory 2,425
Number of Units to Produce 9,400
Unit to be Produced 9,400
X Pounds of DM Needed Per Unit 2

Quantity (pounds) Needed For Production 1,880

Req. 4

Schedule of Expected Cash Disbursements—Material Purchases


January February March Quarter
December Purchases (from Accounts
Payable) $ 42,400 $ - $ - $ 42,400
January Purchases $ 6,726 $ 26,904 $ - $ 33,630
February Purchases $ - $ 7,538 $ 30,152 $ 37,690
March Purchases $ - $ - $ 7,844 $ 7,844
Total Cash Payments for DM Purchases $ 49,126 $ 34,442 $ 37,996 $ 121,564

Chapter 9: The Master Budget and Responsibility Accounting 2


Introduction to Management Accounting Solutions Manual

Req. 5

Schedule of Expected Cash Disbursements—Conversion Costs


January February March Quarter
Variable Conversion Costs $ 9,960 $ 11,250 $ 11,820 $ 33,030
Rent (Fixed) $ 5,000 $ 5,000 $ 5,000 $ 15,000
Other Fixed MOH $ 3,000 $ 3,000 $ 3,000 $ 9,000
Total Payments for Conversion Costs $ 17,960 $ 19,250 $ 19,820 $ 57,030

Req. 6

Schedule of Expected Cash Disbursements -- Operating Expenses


January February March Quarter
Variable Operating Expenses $ 8,000 $ 9,200 $ 9,900 $ 27,100
Fixed Operating Expenses $ 1,000 $ 1,000 $ 1,000 $ 3,000
Total Payments for Operating Expenses $ 9,000 $ 10,200 $ 10,900 $ 30,100

Req. 7
Combined Cash Budget
January February March Quarter
Beginning Cash Balance $ 4,500 $ 4,414 $ 4,122 $ 4,500
Plus: Cash Collections $ 73,000 $ 83,600 $ 94,100 $ 250,700
Total Cash Available $ 77,500 $ 88,014 $ 98,222 $ 255,200
Less: Cash Payments
DM Purchases $ 49,126 $ 34,442 $ 37,996 $ 121,564
Conversion Costs $ 17,960 $ 19,250 $ 19,820 $ 57,030
Operating Expenses $ 9,000 $ 10,200 $ 10,900 $ 30,100
Equipment Purchases $ 5,000 $ 12,000 $ 16,000 $ 33,000
Tax Payment $ - $ 10,000 $ - $ 10,000
Total Cash Payments $ 81,086 $ 85,892 $ 84,716 $ 251,694
Ending Cash Balance Before Financing $ (3,586) $ 2,122 $ 13,506 $ 3,506
Financing: $ -
Borrowings $ 8,000 $ 2,000 $ - $ 10,000
Repayments $ - $ - $ 9,000 $ 9,000
Interest Payments $ - $ - $ 280 $ 280
Ending Cash Balance $ 4,414 $ 4,122 $ 4,226 $ 4,226

Total interest $ 280

Chapter 9: The Master Budget and Responsibility Accounting 3


Introduction to Management Accounting Solutions Manual

Req. 8

Budgeted Manufacturing Cost per Unit


DM Cost Per Unit $ 4.00
Conversion Cost Per Unit $ 1.20
Fixed MOH Per Unit $ 0.80
Budgeted Cost of Manufacturing Each Unit $ 6.00

Req. 9

Silverman Manufacturing
Budgeted Income Statement
For the Quarter Ended March 31
Sales $ 271,000
Cost of Goods Sold $ 162,600
Gross Profit $ 108,400
Operating Expenses $ 30,100
Depreciation $ 4,800
Operating Income $ 73,500
Less: Interest Expense $ 280
Less: Provision for Income Taxes $ 21,966
Net Income $ 51,254

Chapter 9: The Master Budget and Responsibility Accounting 4


Introduction to Management Accounting Solutions Manual

April May
$ 9,700 $ 8,500
$ 10 $ 10
$ 97,000 $ 85,000

April May
9,700 8,500

Chapter 9: The Master Budget and Responsibility Accounting 5


Introduction to Management Accounting Solutions Manual

2,125
11,825
2,425
9,400

April
9,400
2
18,800

Chapter 9: The Master Budget and Responsibility Accounting 6

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