BALANCING BOOKS OF ACCOUNTS

BALANCING ACCOUNTS. DEBITS ARE EQUAL TO CREDITS. BALANCES CAN BE CLEARED LATER AS ACCRUALS OR PREPAYMENTS. 

BY MARK OLOO

MAY 2026

 

Conents

The books of accounts. 3

INCOME STATEMENT. 4

BALANCE SHEET. 6

TRIAL BALANCE. 7

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

The books of accounts

The books of accounts, mine include mobile money can be used to make decisions based on facts and figures.

The cash book

CASH BOOK

Date

Details

Cash

Bank

Mpesa

Date

Details

Cash

Bank

Mpesa

26/2026

Loan

 

400,000

 

27/2026

Internet

 

 

4,000

26/2026

Monthly

Sales

20,000

15,000

100,000

28/2026

Electricity

 

 

13,000

31/2026

Mpesa

 

 

6,170

29/2026

Salaries

 

 

45,000

 

 

 

 

 

30/2026

Rent

 

28,000

 

 

 

 

 

 

31/2026

Mpesa

Withdrawal

 

 

6,170

Table 1.1 Cash Book of the Business

Expenses of the Business

Money received from sales and otherwise and Money out of the business in form of expenses

Money into the business is a debit, or revenue that can be used to incur expenses in the cause of running the business like getting stocks, expenses like rent, salaries, electricity. Money into the business can be cash, mpesa or cheques and sometimes even money transfers especially when a large amount of money is being transacted into or out of the business.

INTERNET COSTS

Date

Details

Cash

Bank

Mpesa

Date

Details

Cash

Bank

Mpesa

27/2026

Internet

 

 

4,000

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ELECTRCITY COSTS

Date

Details

Cash

Bank

Mpesa

Date

Details

Cash

Bank

Mpesa

28/2026

Electricity

 

 

13,000

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

INCOME STATEMENT

 

 

 

Sales

 

200,000.00

Opening Stock

 

 

Add Purchases

 

 

Goods available for sale

 

 

Closing Stock

 

 

Cost of goods Sold

 

 

Gross Profit

 

 

 

 

 

Expenses

 

 

Rent

 

 

Electricity

 

 

Salaries

 

 

Internet

 

 

 

 

 

 

The stock movement can provide opening and closing balances of stock and changes in stock from purchases and sales. The profit obtained by charging a higher price for making the goods available to the consumers can have expenses deducted after obtaining gross profit, net profit is obtained and the books of accounts can include sales and purchases whether cash or on credit.

SALES

Date

Details

Cash

Bank

Mpesa

Date

Details

Cash

Bank

Mpesa

 

 

 

 

 

4/16/2026

MONTHLY SALES

10

17

19

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PURCHASES

Date

Details

Cash

Bank

Mpesa

Date

Details

Cash

Bank

Mpesa

4/16/2026

Purchased stocks for the next week

 

 

13

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The income statement can have information on expenses provided above on Table 1.1 and 1.2.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fixed Assets

 

 

Land

 

 

Buildings

 

 

Motor Vehicles

 

 

Computers

 

 

Printers and Photocopiers

 

 

Phones

 

 

Laptops

 

 

Desks

 

 

Chairs

 

 

 

 

 

Current Assets

 

 

Stock

 

 

Debtors

 

 

Bank

 

 

KCB

 

 

Co-op

 

 

Cash

 

 

Prepayments

 

 

 

 

 

Current Liabilities

 

 

Accruals

 

 

Creditors

 

 

Short term loans

 

 

 

 

 

 

 

 

Share Capital

 

 

Long term debt

 

 

BALANCE SHEET


TRIAL BALANCE                          

TRIAL BALANCE

Land

 

 

Buildings

 

 

Motor Vehicles

 

 

Computers

 

 

Printers and Photocopiers

 

 

Phones

 

 

Laptops

 

 

Desks

 

 

Chairs

 

 

 

 

 

Current Assets

 

 

Stock

 

 

Debtors

 

 

Bank

 

 

KCB

 

 

Co-op

 

 

Cash

 

 

Prepayments

 

 

 

 

 

Rent

 

 

Electricity

 

 

Salaries

 

 

Internet

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


  

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