what is the purpose of preparing a bank reconciliation,course hero

by Abe Parisian DDS 8 min read

A bank reconciliation is used to compare your records to those of your bank, to see if there are any differences between these two sets of records for your cash transactions. The ending balance of your version of the cash records is known as the book balance, while the bank's version is called the bank balance.

Full Answer

What is the purpose of preparing the bank reconciliation statement?

The purpose behind preparing the bank reconciliation statement is to reconcile the difference between the balance as per the cash book and the balance as per the passbook. Now, the differences between the cash book and passbook balance occur primarily due to the following reasons:

What is a cash reconciliation and why is it important?

This is of particular importance if a company is operating with minimal cash reserves, and needs to ensure that its recorded cash balance is correct. A daily reconciliation may also be necessary if you suspect that someone is fraudulently withdrawing cash from the bank account.

What is a reconciliation of deposit?

In case you have recorded a deposit in your records which the bank has not yet received during a particular month, mark this deposit as an item to be reconciled. That is, such an item should be added back to the bank’s closing cash balance for your account.

How often should you reconcile your bank accounts?

Therefore, the bank reconciliation process should be carried out at regular intervals for all of your bank accounts. This is because reconciling the cash book with the passbook at regular intervals ensures that your business’s cash records are correct.

Why is it important to complete a bank reconciliation?

It is also useful to complete a bank reconciliation to see if any customer checks have bounced, or if any checks you issued were altered or even stolen and cashed without your knowledge. Thus, fraud detection is a key reason for completing a bank reconciliation. When there is an ongoing search for fraudulent transactions, ...

What is the purpose of a bank reconciliation?

A bank reconciliation is used to compare your records to those of your bank, to see if there are any differences between these two sets of records for your cash transactions.

Why is daily reconciliation important?

A daily reconciliation may also be necessary if you suspect that someone is fraudulently withdrawing cash from the bank account.

What is the ending balance of a cash record called?

The ending balance of your version of the cash records is known as the book balance, while the bank's version is called the bank balance. It is extremely common for there to be differences between the two balances, which you should track down and adjust in your own records.