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Sample Transaction #1



 
On December 1, 2013 Femi starts his business Fast Delivery, Inc. The first transaction that Femi will record for his company is his personal investment of N3million in exchange for 5,000 shares of Fast Delivery's common stock. Fast Delivery's accounting system will show an increase in its account
Cash from zero to N3million, and an increase in its stockholders' equity account Common Stock by N3million. Both of these accounts are balance sheet accounts.

There are no revenues because no delivery fees were earned by the company, and there were no expenses.
After Femi enters this transaction, Fast Delivery's balance sheet will look like this:
Chima asks Femi if he can see that the balance sheet is just that-in balance. Femi looks at the total of N3million on the asset side, and looks at the N3million on the right side, and says yes, of course, he can see that it is indeed in balance. 

Chima shows Femi something called the basic accounting equation, which, she explains, is really the same concept as the balance sheet, it's just presented in an equation format:
The accounting equation (and the balance sheet) should always be in balance.

Debits and Credits
Did the first sample transaction follow the double entry system and affect two or more accounts? Femi looks at the balance sheet again and answers yes, both Cash and Common Stock were affected by the transaction.

Chima introduces the next basic accounting concept: the double entry system requires that the same dollar amount of the transaction must be entered on both the left side of one account, and on the right side of another account. Instead of the word left, accountants use the word debit; and instead of the word right, accountants use the word credit. (The terms debit and credit are derived from Latin terms used 500 years ago.)
Here's a Tip
Debit means left.
Credit means right.
Femi asks Chima how he will know which accounts he should debit—meaning he should enter the numbers on the left side of one account—and which accounts he should credit—meaning he should enter the numbers on the right side of another account. Chima points back to the basic accounting equation and tells Femi that if he memorizes this simple equation, it will be easier to understand the debits and credits.
Here's a Tip
Memorizing the simple accounting equation will help you learn the debit and credit rules for entering amounts into the accounting records.
Let's take a look at the accounting equation again:
Just as assets are on the left side (or debit side) of the accounting equation, the asset accounts in the general ledger have their balances on the left side. To increase an asset account's balance, you put more on the left side of the asset account. In accounting jargon, you debit the asset account. To decrease an asset account balance you credit the account, that is, you enter the amount on the right side.

Just as liabilities and stockholders' equity are on the right side (or credit side) of the accounting equation, the liability and equity accounts in the general ledger have their balances on the right side. To increase the balance in a liability or stockholders' equity account, you put more on the right side of the account. In accounting jargon, you credit the liability or the equity account. To decrease a liability or equity, you debit the account, that is, you enter the amount on the left side of the account.

As with all rules, there are exceptions, but Chima's reference to the accounting equation may help you to learn whether an account should be debited or credited.
Since many transactions involve cash, Chima suggests that Femi memorize how the Cash account is affected when a transaction involves cash: if Fast Delivery receives cash, the Cash account is debited; when Fast Delivery pays cash, the Cash account is credited.
Here's a Tip
When a company receives cash, the Cash account is debited.

When the company pays cash, the Cash account is credited.
Chima refers to the example of December 1. Since Fast Delivery received N3million in cash from Femi in exchange for 5,000 shares of common stock, one of the accounts for this transaction is Cash. Since cash was received, the Cash account will be debited.

In keeping with double entry, two (or more) accounts need to be involved. Because the first account (Cash) was debited, the second account needs to be credited. All Femi needs to do is find the right account to credit. In this case, the second account is Common Stock. Common stock is part of stockholders' equity, which is on the right side of the accounting equation. As a result, it should have a credit balance, and to increase its balance the account needs to be credited.
Accountants indicate accounts and amounts using the following format:
Accountants usually first show the account and amount to be debited. On the next line, the account to be credited is indented and the amount appears further to the right than the debit amount shown in the line above. This entry format is referred to as a general journal entry. 

(With the decrease in the price of computers and accounting software, it is rare to find a small business still using a manual system and making entries by hand. Accounting software has made the process of recording transactions so much easier that the general journal is rarely needed. In fact, entries are often generated automatically when a check or sales invoice is prepared.)

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