Our Services

Get 15% Discount on your First Order

[rank_math_breadcrumb]

Business Finance – Operations Management FINANCIAL PORTFOLIO ASSIGNMENT

FINANCIAL PORTFOLIO ASSIGNMENT

The purpose of this assignment is to set up basic financial documents for the tracking and management of personal financial decisions.

Review both of the following options for approaching assignments in this course:

·

Option A:
 As this is a personal finance course, students are encouraged to utilize their actual personal financial data, related circumstances, and decisions throughout this course.

·

Option B:
 However, instead of using your current situation, you have the option of researching what you think your starting salary will be upon graduation from your degree program. In this situation, you may base your financial details on the assumptions of the job you will be doing. In this case, you will determine what you think your expenses will be and create a budget from there.

If you choose Option B, note that you are highly encouraged to also track and apply the principles in this course to your current financial situation.

After selecting Option A or Option B, address the following using the attached “Balance Sheet and Cash Flow Workbook” and “Daily Spending Log” resources:

1. Using the “Personal Balance Sheet” tab in the “Balance Sheet and Cash Flow Workbook,” create your own personal balance sheet with your assets, liabilities, and net worth.

2. Next, set up your daily expenses using the attached “Daily Spending Log.” Make plans to track your expenses for the next 30 days. You will need this information to help complete the Topic 6 Benchmark – Personal Finance Plan assignment.

3. Finally, using the “Personal Cash Flow” tab in the “Balance Sheet and Cash Flow Workbook,” create your own estimated personal cash flow statement with what you estimate you will have as cash inflows, cash outflows, and surplus for the next 30 days.

Write a 150-250-word summary discussing the following items. 

1. What were your thoughts and observations as you created your own balance sheet?

2. How might the balance sheet help you in future financial planning?

3. How close to reality do you think your estimated personal cash flow statement will be compared to when you track your actual income and expenses for a month?

Share This Post

Email
WhatsApp
Facebook
Twitter
LinkedIn
Pinterest
Reddit

Order a Similar Paper and get 15% Discount on your First Order

Related Questions

Business Question

  How can we effectively implement a detailed yet limited problem-solving approach to address key operational inefficiencies without overextending resources or compromising long-term strategic goals? This question aims to focus on striking a balance between thorough analysis and constrained execution for optimal results.

– Business Plan for Strategizing 1

Class, Telehealth is something that was used a great deal during Covid in order to get patient’s seen for routine visits. One thing that has been an issue in my rural area is that many don’t have good internet service so they were not able to use this service. There

long term financing 1

My cousin is a physician in a neighboring community and he often tells me that he stopped practicing medicine a long time ago. Now the insurances tell them what services they will cover and when they will cover medications. It is no longer the physicians treating the patients, but the

Applied System Analysis (Business Analytics)

Attached Assessment title: AS1 Individual Report (2300 Words) Please read the whole assessment brief before starting work on the Assessment Tasks. The Assessment Tasks You are expected to write a report in MS Doc or Docx format, completing all the following two tasks: Task 1: Quantitative vs Qualitative Analysis Approaches

eco3

  2 Assignment Title: Coffee Culture and Commerce Scenario: You are a coffee lover and aspiring entrepreneur seeking to open a coffee shop in your town. However, you’re facing a common dilemma – prioritizing great coffee or a comfortable, inviting workspace. Assignment Task: Write a short research essay (approximately 1000 words)

Business Question

  How can we effectively implement a detailed yet limited problem-solving approach to address key operational inefficiencies without overextending resources or compromising long-term strategic goals? This question aims to focus on striking a balance between thorough analysis and constrained execution for optimal results.

Marketing

View Attachments CONTACT: Johanna Rhodas: 908-263-0373 • Cynthia De La Rosa: 410-705-0227 www.goldenstepsaba.com What We Do ABA Therapy in Maryland Nurturing Growth Through Play-Based Therapy Pragmatic Language | Social Skills | Emotional Regulation Self Stimulatory Behaviors | Personal Care Skills Language Acquisition In-Clinic MONDAY- FRIDAY 8AM – 4PM 1000 CROMWELL

Marketing

Please view attachments  CONTACT: Johanna Rhodas: 908-263-0373 • Cynthia De La Rosa: 410-705-0227 www.goldenstepsaba.com What We Do ABA Therapy in Maryland Nurturing Growth Through Play-Based Therapy Pragmatic Language | Social Skills | Emotional Regulation Self Stimulatory Behaviors | Personal Care Skills Language Acquisition In-Clinic MONDAY- FRIDAY 8AM – 4PM 1000

LEADW8

Artificial Intelligence in Leadership We have been discussing artificial intelligence and its impact on digital leadership. You have taken your chosen company through several analyses in the digital transformation process. In a two-page Word document, provide the following: 1. Share your thoughts on the process of transforming your selected company.

power point refinement

The PowerPoint presentation must be a minimum of twelve slides (not including Title Page), must include graphics, a printed handout and a copy of your speech or speaking points.  The handout (summary/flier) should be at least one page. It should contain pertinent information about the presentation and be visually engaging. 

Refine capstone

Refine paper : Assessment of Academic Tone and Scholarly Writing Paper needs improvement, please refine paper. While the formatting and APA citations are strong, the focus here is on ensuring the writing adheres to an academic tone and maintains a scholarly approach. Below is an assessment of tone, style, and

WGU MBA Data-Driven Decision making

Please make sure if we get revision so you need to work again until pass. No AI, chatGPT Heat maps QUM2 — QUM2 TASK 2: DECISION TREE ANALYSIS DATA-DRIVEN DECISION MAKING — C207 PRFA — QUM2 COMPETENCIES 3009.1.1 : The Case for Quantitative Analysis The graduate uses decision-making methods to

Milestone Two

The organization is the braves  This involves analyzing the current operations, management, and marketing of the organization. This should include all operations and management, all competitors, and the segment of the industry to which this organization belongs. 

Motivation theories

  It is not unusual for organizations to have several people in leadership roles who participate in collaborative decision-making for the benefit of the entire organization. Leading teams of diverse individuals is a significant challenge, and negotiating individual strengths, weaknesses, and personalities can be difficult. Nonetheless, as managers, it is

W8 t2

Instructions: Due 12/18 At least 3 paragraphs long with 3 peer-reviewed references. Review the video on CPAs helping to fight cyberattacks and using the  library or other authoritative sources, discuss why and how you think CPAs can assist clients with cybersecurity. Provide specific related examples in your discussion.   Be sure