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Working Capital Guide

Working capital is the cash cushion between what you owe soon and what you can turn into cash soon. Too little, and normal operations become a constant scramble.

Key Takeaway: Working capital is the cash cushion between what you owe soon and what you can turn into cash soon. Too little, and normal operations become a constant scramble.

What's on This Page

  1. The Formula
  2. Three Levers That Improve It
  3. Checklist
  4. Common Mistakes
  5. FAQ

The Formula

Working Capital = Current Assets − Current Liabilities

Current assets include cash, receivables, and inventory. Current liabilities include payables and any short-term debt due within a year.

Example

Current assets: $180,000 (cash + receivables + inventory). Current liabilities: $130,000.

Working Capital = $180,000 − $130,000 = $50,000

Three Levers That Improve It

Working capital and cash flow are related but distinct. See Cash Flow Guide for how they connect.

For further reading, see the SEC's Beginners' Guide to Financial Statements.

Checklist

Common Mistakes

Treating all inventory as equally valuable working capital. Slow-moving stock ties up cash without actually being available when it's needed.
Only looking at receivables, not payables, as a lever. Extending payables terms is just as legitimate a working capital lever as collecting faster.
Confusing working capital with cash flow. They measure related but different things, and mixing them up leads to the wrong fix for the wrong problem.
Not tracking working capital as an ongoing trend. A single healthy snapshot can mask a gradual decline that would be obvious if tracked regularly.

FAQ

What does working capital actually measure?

The cash cushion between what a business owes soon and what it can turn into cash soon, calculated as current assets minus current liabilities.

What counts as a current asset?

Cash, receivables, and inventory, the assets that can reasonably convert to cash within about a year.

What are the three main levers for improving working capital?

Shrinking receivables collection time, reducing excess inventory, and extending payables terms where possible.

Is working capital the same as cash flow?

No, they're related but distinct. Working capital is a balance-sheet snapshot, while cash flow tracks the actual movement of money over a period.

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