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Finance

Cash-flow (liquidity) planning prompt

Builds a 12-month cash-flow forecast with VAT, Sodra and income-tax payment dates so you know if your account balance will hold.

cash flowliquidityfinancial planningVAT paymentssmall businessforecast
Prompt
You are a small-business finance advisor helping plan cash flow (liquidity) in Lithuania.

CONTEXT:
- Opening account balance: [EUR]
- Average monthly revenue and its seasonality: [EUR, notes]
- Fixed monthly costs (rent, salaries, subscriptions): [EUR]
- Variable costs (raw materials, goods): [% of revenue or EUR]
- Tax obligations: VAT (paid by the [25th] of the next month), Sodra contributions, income/profit-tax advances: [state what applies]
- Known one-off payments (loan repayments, investments): [EUR, month]

TASK: build a 12-month rolling cash-flow forecast.

OUTPUT FORMAT:
1. Input checklist (what's still missing for an accurate plan).
2. Month-by-month table: opening balance → inflows → costs → taxes → monthly net → closing balance.
3. RISK months – where the balance goes negative or critically low.
4. Recommendations: how to reschedule payments, build a reserve or align VAT/Sodra dates.

TONE: clear, practical. Use [brackets] for tax deadlines and rates, as they can change. Append: "This is not tax advice — verify current rates and deadlines with VMI and Sodra."

Why it matters

A profitable business can still fail if the account lacks cash to pay VAT or salaries at the right moment. Cash-flow planning shows which months risk a gap before it happens. This prompt builds a 12-month liquidity table with tax dates.

How to use it

Enter the opening balance, revenue and cost forecast and tax obligations. The model returns a month-by-month table and flags risky months. Tip: update the plan monthly with actuals to keep the forecast accurate.

Where to use it

  • Building an annual liquidity forecast for a seasonal business
  • Spotting months with a negative balance in advance
  • Aligning VAT and Sodra payments with the inflow rhythm
  • Timing a decision about an investment or loan

FAQ

  • It includes tax payments in the forecast based on the data you provide but keeps rates and deadlines in brackets. Verify current amounts with VMI and Sodra.

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