A projected balance sheet is a financial statement that shows estimated changes to a company’s financial status, including investments, other assets, liabilities, and financing for equity . It is also known as a pro forma balance sheet.
Creating a projected balance sheet involves producing a full set of financial projections, including a projected income statement and cash flow forecast, in order to produce your balance sheet forecast . Here is an example of a projected balance sheet for Antonios Granite:
| Total Assets | Cash | Inventory | Machinery |
|—————-|———|————–|—————|
| $94,000 | $15,000 | $12,000 | $67,000 |
| Total Liabilities | Taxes Payable | Wages Owed | Accounts Payable |
|———————-|——————|—————-|———————-|
| $48,000 | $11,000 | $24,000 | $13,000 |
| Equity | Invested Capital | Retained Earnings |
|————|———————|———————–|
| $46,000 | $30,000 | $22,000 |