Cash Flow Template

Cash Flow Statement (Direct Method)

A cash flow statement is a financial report that summarises how cash and cash equivalents move through a business during a specific period. Unlike profit and loss statements, which include non-cash items such as depreciation, a cash flow statement focuses only on actual cash received and cash paid.
A Cash Flow Statement (Direct Method) shows exactly how cash moves in and out of your business. Our UK-specific template helps business owners, accountants, and finance teams clearly track cash receipts and payments — making cash management simpler, clearer, and more accurate.

  • Direct Method Cash Tracking
  • Rental Cash Inflows & Outflows
  • VAT & Tax Payment Visibility
  • Cash Surplus / Deficit Monitoring
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Cash Flow Statement
MTD Ready
Rental Income Tracking
Operating Expense Breakdown
Tax & Mortgage Cash Tracking
Cash Position Monitoring

Get Full Visibility into Your Property Cash Flow

Everything you need to understand how cash moves through your rental business — not just profit on paper.

  • Clear tracking of cash received from tenants
  • Detailed breakdown of cash paid to suppliers, agents, and contractors
  • Separate visibility for operating, investing, and financing cash flows
  • Built-in net cash surplus/deficit calculation
  • Opening and closing cash balance tracking for each period
  • Designed specifically for UK landlords and property investors
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CASH FLOW STATEMENT

Direct Method - UK Property Portfolio


COMPANY INFORMATION


Company/Business Name: [Name]

Reporting Period: [Month/Year]

Period Start: [Date]

Period End: [Date]

Business Type:

☐ Landlord/Property Portfolio

☐ SME Business

☐ Startup


1. OPERATING ACTIVITIES

Cash received from and paid to operating activities


Cash Receipts from Operating Activities:

Rent received from tenants: £[Amount]

Customer receipts: £[Amount]

Sales receipts: £[Amount]

Other operating receipts: £[Amount]

Total Cash Receipts: £[Amount]

Cash Payments for Operating Activities:

Payments to suppliers: £[Amount]

Wages and salaries: £[Amount]

Management fees: £[Amount]

Maintenance and repairs: £[Amount]

Insurance payments: £[Amount]

VAT payments: £[Amount]

PAYE payments: £[Amount]

Overheads and utilities: £[Amount]

Marketing expenses: £[Amount]

Software subscriptions: £[Amount]

Total Cash Payments: £[Amount]

Net Cash from Operating Activities: £[Amount]

(Total Receipts - Total Payments)


2. INVESTING ACTIVITIES

Cash flows from purchase and sale of assets


Cash Payments for Investing Activities:

Property purchases: £[Amount]

Refurbishments: £[Amount]

Equipment purchases: £[Amount]

Systems and technology: £[Amount]

Product development: £[Amount]

Total Cash Payments: £[Amount]

Cash Receipts from Investing Activities:

Asset sales: £[Amount]

Property sales: £[Amount]

Total Cash Receipts: £[Amount]

Net Cash from Investing Activities: £[Amount]

(Total Receipts - Total Payments)


3. FINANCING ACTIVITIES

Cash flows from borrowing, equity, and capital


Cash Receipts from Financing Activities:

Mortgage drawdowns: £[Amount]

Loan proceeds: £[Amount]

Equity funding: £[Amount]

Owner capital introduced: £[Amount]

Founder capital: £[Amount]

Total Cash Receipts: £[Amount]

Cash Payments for Financing Activities:

Mortgage repayments: £[Amount]

Loan repayments: £[Amount]

Dividends paid: £[Amount]

Drawings: £[Amount]

Total Cash Payments: £[Amount]

Net Cash from Financing Activities: £[Amount]

(Total Receipts - Total Payments)


4. CASH FLOW SUMMARY


Net Cash from Operating Activities: £[Amount]

Net Cash from Investing Activities: £[Amount]

Net Cash from Financing Activities: £[Amount]

Net Increase/(Decrease) in Cash: £[Amount]

Opening Cash Balance: £[Amount]

Net Increase/(Decrease) in Cash: £[Amount]

Closing Cash Balance: £[Amount]

(Opening Balance + Net Change)

Why You Need a Cash Flow Statement Under Direct Method

Essential benefits of using a direct method cash flow template for your property portfolio.

Identify negative cash flow early and ensure you always have enough cash for mortgages, repairs, and tax payments.
See exactly when cash leaves your business for VAT, corporation tax, or self-assessment.
Lenders want to see sustainable cash generation — this template clearly shows rental cash inflows versus outflows.
Track agent fees, maintenance, insurance, utilities, and compliance costs in one place.
Understand true cash yield per property before expanding your portfolio.

Cash Flow Statement Essentials Under Direct Method

Landlords

Property portfolio cash flow essentials

Operating Activities
Cash Inflows & Outflows
Rent received Management fees Maintenance Insurance VAT
Investing Activities
Capital Expenditure
Property purchases Refurbishments Asset sales
Financing Activities
Debt & Equity
Mortgages Repayments Capital introduced Drawings
Why It Matters

Shows whether rental income covers costs and debt.

SMEs

Small and medium enterprise cash management

Operating Activities
Cash Inflows & Outflows
Customer receipts Supplier payments Wages Overheads VAT/PAYE
Investing Activities
Capital Expenditure
Equipment Systems Asset sales
Financing Activities
Debt & Equity
Loans Repayments Owner capital Dividends
Why It Matters

Confirms the business can meet operating and tax obligations.

Startups

Early-stage company cash flow tracking

Operating Activities
Cash Inflows & Outflows
Sales receipts Payroll Software Marketing
Investing Activities
Capital Expenditure
Product development Technology
Financing Activities
Debt & Equity
Equity funding Loans Founder capital
Why It Matters

Tracks burn rate and funding reliance.

Get Your Cash Flow Statement Working Today

1

Download and Customise

Download the template and open it in Excel or Google Sheets. Add your property business name and select the reporting period (monthly, quarterly, or annually). Pre-loaded categories are tailored for UK rental businesses.
2

Enter Your Cash Transactions

Input actual cash received from tenants and cash paid for expenses, mortgages, and taxes. Built-in formulas automatically calculate totals and net cash movement.
3

Monitor, Compare, and Plan

Track cash surpluses or deficits over time. Compare periods to identify trends, plan for tax deadlines, and ensure sufficient cash for future property purchases or refinancing.

Cash Flow Statements Made Simple

Stop guessing where your money goes. Use our Direct Method Cash Flow Statement Template to manage your rental cash flow with confidence and clarity.

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Frequently Asked Questions

What is a direct method cash flow statement?

The direct method lists actual cash received and cash paid, such as rent collected and expenses paid, rather than adjusting profit figures.

Is the direct method suitable for UK landlords?

Yes. While statutory accounts often use the indirect method, the direct method is ideal for internal reporting, cash planning, and portfolio management.

Does this template work for VAT-registered landlords?

Yes. The template includes specific lines for VAT paid and reclaimed.

How often should I prepare a cash flow statement?

Most landlords prepare it monthly or quarterly to avoid cash shortages and plan ahead.

Can I use this with my balance sheet and profit & loss statement?

Absolutely. This cash flow statement complements your balance sheet and P&L, giving you a complete financial picture.