2. Recording Transactions

Accounting Cycle

Build an auditable path from documents to statements

Accounting Cycle

The cycle is an evidence pipeline

Rendering diagram…

Each stage answers a different control question:

StageControl question
SourceDid an authorised event occur, and what are its terms?
JournalWas the event classified and dated correctly?
LedgerWhat is the balance and transaction history by account?
Trial balanceAre debit and credit totals arithmetically equal?
AdjustmentWhat is incomplete, estimated or in the wrong period?
StatementsAre balances classified, aggregated and disclosed appropriately?

Northstar month-end

Use the entries from Double-Entry, then add:

AdjustmentDebitCredit
One month’s equipment depreciation, £1,000Depreciation expense 1,000Accumulated depreciation 1,000
Electricity used but not billed, £1,500Electricity expense 1,500Accrued expenses 1,500
Customer service delivered from a prior advance, £2,000Contract liability 2,000Service revenue 2,000

Notice that none of these adjustments requires cash at month-end.

Run the ledger check

Edit an amount or add an entry. The cell aggregates balances and refuses an unbalanced journal.

Py

Northstar journal-to-trial-balance check

Idle

The cell proves arithmetic balance only. It cannot determine whether £70,000 should be PPE or expense; that requires event analysis and evidence.

Errors a trial balance will not find

  • omitting an event entirely;
  • using the wrong but same-side account;
  • recording the same wrong amount on both sides;
  • recording in the wrong period;
  • failing to make an estimate or impairment adjustment.

Closing versus adjusting

Adjusting entries make period-end balances complete and properly timed. Closing entries reset temporary income and expense accounts after reporting and transfer the period result to equity. Do not close assets, liabilities or equity balances that continue.

Quick check

A £1,500 accrual was omitted. The trial balance still agrees. Which two reports are likely misstated?

Answer
Expense is understated and profit/equity overstated in the performance and equity reports; accrued liabilities are understated in the statement of financial position. Cash is unaffected at that date.

Next: Measurement and Adjustments

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