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Journal Entries

lesson · about 3 minutes

Record prepayments, bills, draws, loan payments, and depreciation correctly.

Pen and paper is fine · no calculator needed why?

Opens at level 26. You're level 1. You can read and practice here now.

the idea

A journal entry records one transaction as debits and credits that add up to the same amount. Most slips are about timing: when the work happens and when cash moves.

Cash that arrives before the work is still owed to the customer, so it waits in unearned revenue, a liability. A bill or wages you owe but have not paid wait in a payable account, like accounts payable. Depreciation moves no cash, and an owner's draw is not an expense.

techniques

Let timing pick the accounts

Cash and the work or cost happen at different times.

  1. Cash before the work: debit cash, credit unearned revenue. When the work is done, debit unearned revenue, credit revenue.
  2. Cost before cash: debit the expense, credit a payable. Paying later: debit the payable.
  3. Depreciation: debit depreciation expense, credit accumulated depreciation.
worked example

Example: A customer prepays a design studio $2,000. The studio then finishes $1,500 of that work. How much is still recorded as unearned revenue?

  1. Prepayment: debit Cash $2,000, credit Unearned revenue $2,000.
  2. Work done: debit Unearned revenue $1,500, credit Revenue $1,500.
  3. Left: $2,000 − $1,500 = $500.

Answer: $500

Split the loan payment

Interest is a stated percent of the loan balance.

  1. Interest is the balance times the monthly rate: debit interest expense.
  2. The rest of the payment is principal: debit the loan.
  3. Credit cash for the whole payment.
worked example

Example: A loan balance is $10,000, and this month's interest is 1% of the balance. You pay $600. How much should be debited to the loan account (principal)?

  1. Interest: $10,000 × 0.01 = $100.
  2. Principal: $600 − $100 = $500.

Answer: $500

Count only cash lines

Finding the cash balance after a list of events.

  1. Start with opening cash.
  2. Add money in: collections, loans, owner investments.
  3. Subtract money out: equipment, fees, bills paid.
  4. Skip new invoices and depreciation: no cash moved.
worked example

Example: Cash starts at $3,000. This month: collect $800 from a customer, pay a $40 bank fee, record $200 of depreciation, and invoice $1,000 of new work to be paid next month. What is the ending cash balance?

  1. Skip the depreciation and the new invoice.
  2. Cash: $3,000 + $800 − $40 = $3,760.

Answer: $3,760

watch out for

practice

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Pick the journal entry

worked example

A customer prepays $3,200 for work you'll do next month. Which entry records the payment today?

  1. Debit Accounts receivable $3,200 / Credit Revenue $3,200
  2. Debit Unearned revenue $3,200 / Credit Cash $3,200
  3. Debit Cash $3,200 / Credit Revenue $3,200
  4. Debit Cash $3,200 / Credit Unearned revenue $3,200

Answer: Debit Cash $3,200 / Credit Unearned revenue $3,200

  1. Cash goes up: debit. Unearned revenue (a liability: work you owe) goes up: credit. It becomes revenue when the work is done.

Split a loan payment

worked example

A loan balance is $8,000, and this month's interest is 1% of the balance. You pay $630. How much should be debited to the loan account (principal)?

Answer: $550.00

  1. Interest = $8,000 × 1% = $80 (debit interest expense).
  2. The rest, $630 − $80 = $550, reduces the loan (debit loan payable). Credit cash $630.

Cash balance after the entries

worked example

Cash starts at $16,200. This month: pay a $2,350 supplier bill, record $500 of depreciation, pay a $5 bank fee, and receive $3,500 invested by the owner. What is the ending cash balance?

Answer: $17,345.00

  1. Cash in: $3,500. Cash out: $2,350 + $5 = $2,355.
  2. Ending cash = $16,200 + $3,500 − $2,355 = $17,345.
  3. Not cash: depreciation (no cash moves).

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