Manager / Accountant / Bank reconciliation

Bank Reconciliation Tool

Your cashbook and your bank statement rarely match on the day — cheques haven't cleared, charges haven't been recorded. Enter both balances, list the differences, and this produces the reconciliation statement and tells you whether it ties out.

Adjust the bank side

Add: deposits in transit — money you banked that isn't on the statement yet.

Less: unpresented cheques — cheques you issued that haven't cleared.

Adjust the cashbook side

Add: direct credits — interest or receipts on the statement you haven't recorded.

Less: bank charges & direct debits — charges or standing orders you haven't recorded.

Adjusted cashbook

Adjusted bank

How it works: the adjusted cashbook = book balance + direct credits − bank charges. The adjusted bank = statement balance + deposits in transit − unpresented cheques. When your records are complete, the two adjusted balances are equal. Any difference means a missing or mis-posted item — check first for a transposed figure. Guidance to help you reconcile, not audited advice.