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Tutorial 07 · Beginner · 14 min read

Journal Entries: Format, Rules and Worked Examples

The journal is where every transaction first enters your books. This is the longest tutorial in the series for good reason — get journal entries right and every report after this just works.

What is a Journal?

The journal is the book where every transaction is recorded for the first time, in chronological order, following the principles of double entry. Because it's the very first place a transaction is recorded, it's called the book of original entry.

The process of recording a transaction in the journal is called journalising. Once recorded, the entry is later transferred ("posted") to the ledger.

Format of a Journal

DateParticularsL.F.Debit (₹)Credit (₹)
10.01.20 Furniture A/c            Dr.
   To Cash A/c
(Being furniture purchased for cash)
16,000
 
 
 
16,000
 

The columns explained:

  • Date — the date the transaction occurred
  • Particulars — the two accounts involved, with "Dr." after the debited account on line 1, "To [Account]" on line 2 for the credited account, and a narration in brackets explaining the entry
  • L.F. (Ledger Folio) — the page number in the ledger to which this entry has been posted (filled in only at posting time)
  • Debit / Credit Amount — the rupee values

How to Record a Journal Entry (Step by Step)

  1. Identify the two accounts involved in the transaction
  2. Determine each account's type (asset / liability / capital / revenue / expense)
  3. Apply the debit/credit rule to decide which is debited and which is credited
  4. Write the debited account first, with "Dr." after it
  5. Write "To [credited account]" on the next line (indented)
  6. Write a brief narration in brackets
  7. Enter both amounts — they must be equal

Simple vs Compound Journal Entries

Simple Entry

One account debited, one account credited.

Furniture A/c Dr. 10,000
To S A/c 10,000
(Being furniture purchased on credit)

Compound Entry

More than one account on either side. Three or more accounts involved.

Salary A/c Dr. 1,000
Rent A/c Dr. 600
To Cash A/c 1,600
(Being salaries and rent paid)

Personal Books vs Business Books

Critical rule: private transactions of the proprietor are not recorded in the business's books. Equally, the business's transactions don't appear in the proprietor's personal books. But transactions between the proprietor and the business are recorded in both.

Capital Account

When the proprietor brings money into the business, the business is borrowing from the owner. The owner becomes an "internal creditor".

Cash A/c Dr. 20,000
To Capital A/c 20,000
(Being capital brought in)

Drawings Account

When the owner withdraws money or goods for personal use:

Drawings A/c Dr. 2,000
To Cash A/c 2,000
(Being amount withdrawn by proprietor)

Entries for Specific Transactions

Discount

Trade discount is not recorded — it's already deducted on the invoice. Cash discount is recorded. If both apply, trade discount is taken first, cash discount on the net.

Bad Debts

Bad Debts A/c Dr. XXX
To Debtor's A/c XXX

Bad Debts Recovered

Cash A/c Dr. XXX
To Bad Debts Recovered A/c XXX

Outstanding Expense

Expense A/c Dr. XXX
To Outstanding Expense A/c XXX

Prepaid Expense

Prepaid Expense A/c Dr. XXX
To Expense A/c XXX

Depreciation

Depreciation A/c Dr. XXX
To Asset A/c XXX

Accrued Income

Accrued Income A/c Dr. XXX
To Income A/c XXX

Income Received in Advance

Income A/c Dr. XXX
To Income Received in Advance A/c XXX

Purchase of a Fixed Asset

Asset A/c is debited (not Purchases — that's only for stock-in-trade).

Drawings of Goods (Owner takes stock home)

Drawings A/c Dr. XXX
To Purchases A/c XXX

Goods Given Away as Charity

Charity A/c Dr. XXX
To Purchases A/c XXX

Goods Distributed as Samples

Advertisement Expenses A/c Dr. XXX
To Purchases A/c XXX

Loss of Goods by Fire / Theft

Step 1 — recognise the loss:

Loss by Fire A/c Dr. XXX
To Purchases A/c XXX

Step 2 — if goods were insured, claim from insurer:

Insurance Company A/c Dr. XXX
To Loss by Fire A/c XXX

Step 3 — when claim is received:

Bank A/c Dr. XXX
To Insurance Company A/c XXX

The Opening Entry

At the start of every new financial year, the closing balances from the previous year become the opening balances of the new year. The very first entry in the new year's journal is the opening entry — all assets debited, all liabilities and capital credited.

A Full Worked Example

Here are 14 transactions of Mr. X for February 2020, journalised:

DateTransactionJournal Entry
Feb 3Started business with ₹15,000 cashCash Dr. 15,000 / To Capital 15,000
Feb 5Purchased goods ₹6,000 cashPurchases Dr. 6,000 / To Cash 6,000
Feb 7Purchased goods ₹3,000 on credit from S & Co.Purchases Dr. 3,000 / To S & Co. 3,000
Feb 10Purchased furniture ₹2,400Furniture Dr. 2,400 / To Cash 2,400
Feb 11Sold goods ₹3,900 cashCash Dr. 3,900 / To Sales 3,900
Feb 15Sold goods ₹2,250 on credit to DD A/c Dr. 2,250 / To Sales 2,250
Feb 20Paid salaries ₹960Salaries Dr. 960 / To Cash 960
Feb 25Received commission ₹75Cash Dr. 75 / To Commission 75
Feb 26Returned goods worth ₹600 to S & Co.S & Co. Dr. 600 / To Purchase Returns 600
Feb 27Goods worth ₹450 returned by DSales Returns Dr. 450 / To D A/c 450
Feb 28Received ₹1,500 from DCash Dr. 1,500 / To D A/c 1,500
Feb 28Paid ₹1,800 to S & Co.S & Co. Dr. 1,800 / To Cash 1,800
Feb 28X withdrew ₹900Drawings Dr. 900 / To Cash 900
Feb 28Charged depreciation ₹240 on furnitureDepreciation Dr. 240 / To Furniture 240
Feb 28Borrowed ₹1,500 from KCash Dr. 1,500 / To K A/c 1,500
In iAccounting

You don't manually pass journal entries in iAccounting — you record transactions through purpose-built forms (Sales Invoice, Purchase Invoice, Receipt, Payment, etc.) and the software automatically generates the correct journal entry behind the scenes. The journal view is always available to inspect.

See voucher entry →

Build on this lesson with these related tutorials:

Put theory into practice

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