Isifundo soTyalo-mali: Ukuhlalutya iShidi lokuBhalisa

Isingeniso kwiSahluko seBhalance

Ukuhlalutya i-balance sheet kubaluleke kakhulu ukuba kukho nawuphi na umtyalomali, umphathi, umphathi okanye umnini-shishini kufuneka abe. Isalathisi sikhombisa ukuba yintoni inkampani okanye iziko elinalo (iimpahla), yintoni ehlawulwayo (amatyala), kwaye yintoni eseleyo xa uthabatha ezimbini (ukubaluleka kwencwadi okanye ukulingana kwabanikazi bezabelo). Iphepha le-balance sheet likaJohn & Johnson

Zingaphi izihlandlo oye wabuyela emva kwenkcazelo yonyaka yenkampani okanye 10-K kwaye ufumene ungakhange ukhangele ngokungabonakali kwiininzi, okanye ngamakhulu, kumaphepha amanani kunye neetafile? Uyazi ukuba oku kufuneka kubalulekile kwisigqibo sakho sotyalo-mali, kodwa awuqinisekanga ukuba bathetha ntoni okanye ukuba uqale kuphi.

Xa ukhangela amanani afana nalawa, kunethuba elihle ukhangele kwikharanethi yenkampani.

Iyiphi iphepha lokulinganisela? Kutheni kubalulekile? Kutheni abatshali-mali bezobugcisa becala ngokufunda, kwaye kubaluleke ngakumbi, bangayisebenzisa njani uhlalutyo lokunciphisa umngcipheko wabo wepotfoliyo kwaye benze izigqibo ezingcono, ezikhuselekileyo xa kuziwa ekubekeni imali yabo yokusebenza?

Kulo sifundo sotyalo-mali, ndiza kukunceda uphendule enye yale mibuzo ngokukufundisa isiseko sohlalutyo lwephepha lokulinganisela. Abatyalo-mali be-Smart bahlale beyazi ukuba iingxelo zemali ziphakathi kwezihluthulelo zokuqonda inkampani. Isalathisi, ngokukodwa xa ihlolwe ngokubambisana namanye amarekhodi eengxelo kunye nokuchazwa, iyakumkisa ngeengxaki ezininzi ezinokuba nazo. Xa isetyenziswe ngokuchanekileyo, kunokukunceda ukuba ubone ukuba yintoni ibhizinisi "elifanelekileyo". Ngokuthatha isigqibo sokuba uya kufunda le sifundo, uthathe isinyathelo sokuqala endleleni ekubhekiselele kwisitatimende sezimali ngokucacileyo.

Indima yeBhalance Sheet KwiiNgxelo zeMali

Kulo lonke ishishini, kukho iingxelo ezintathu zezemali ezibalulekileyo kufuneka uzihlole:

Kukho amacandelo amabini kule sifundo. Eyokuqala, ndiza kuhamba ngephepha eliqhelekileyo kwaye ndichaze ukuba yintoni enye into ithetha ngayo. Okwesibini, ngokuqinisekileyo siya kubheka iibhalithi zeemali ezininzi zaseMelika kunye kunye nokwenza izibalo zemali ezisisiseko kunye nam ukuchaza oko senzayo ukuze uzive ukhululekile xa uzama ngokwakho.

Injongo yam kubo abaninzi ekupheleni kolu chungechunge lwezifundo zohlalutyo lweenkcazo zemali kukunika izakhono eziphambili zokuthabatha izitatimende zezimali kwaye usebenzise isalathisi, isitatimenti se ngeniso, kunye nesitatimende sokuhamba kwemali kunye kunye nokwenza uluhlu lwezibalo esinika umfanekiso opheleleyo wempilo yezemali yenkampani. Ukuphendula ingxelo yilwimi loshishino kunye neengxelo zemali ezintathu, ibhalansi phakathi kwabo, likhadi lokubika. Ukususela kumgca-mali, sinokufunda:

Masiqalise ekufundiseni Indlela yokuhlalutya iShidi lokuBhalisa

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Ukuba unemibiko embalwa yonyaka oye uyikhuphela kwi-intanethi, unokufuna ukuba nalawo asebenzayo, kwakhona, ukuze ubone indlela ama-sheets-balance worlds amaphepha athile ahluke ngayo ngendlela ayenziwa ngayo kwaye afomathiwe.

Njengoko ucofa kwisifundo se-balance sheet, qaphela ukuba ndazama ukulungiselela isihloko ngasinye kwiphepha lakho eliquletheweyo ukwenzela ukuba ungadangali. Ndiyincoma kakhulu ukuba ungaqhubeki phambili uze uqonde ngokupheleleyo-kwaye ube nekhono-iphepha olifundayo ngenxa yokuba ndiyilungiselele isifundo se-balance sheet ukuba sisetyenziswe ngokulandelana. Izihloko ziya kukwakhiwa kwizinto ezixoxwa ngazo ngaphambili, kwaye imizekelo ethile, njengezibalo zokubalwa kwemali yeesampula, iya kutsalwa kwidatha yangaphambili apho sele uyaziwayo.