Bank Reconciliation

Comparison of the bank statement with the cash ledger to explain timing differences, record missing items, and confirm the cash balance can be trusted.

Definition

Bank reconciliation is the accounting process of comparing the balance in the bank statement with the cash balance in the company ledger, then explaining or recording the differences so the final cash number is reliable.

Why It Matters

Cash is one of the highest-risk balances in accounting because it is used often and can be misstated by timing differences, missed charges, duplicate entries, or unauthorized transactions. Bank reconciliation helps accountants prove the recorded cash balance before the period is closed.

How It Works In Accounting Practice

The reconciliation starts with two records: the bank statement balance and the cash ledger balance. The accountant compares them, separates timing items from true errors, records any missing bank activity in the books, and confirms that the adjusted balances match.

Common DifferenceUsually AffectsTypical Treatment
Deposit in transitBank side only at statement dateAdjust bank side in the reconciliation
Outstanding checkBank side only at statement dateAdjust bank side in the reconciliation
Bank feeBook side because it is not yet recordedPost an adjusting entry
NSF customer paymentBook side because cash is lower than expectedRestore receivable and reduce cash
Bookkeeping errorBook side or both sidesCorrect the mistaken entry

Simple Example

At month end, the bank statement shows 18,980 and the cash ledger shows 18,930.

Reconciliation ItemBank SideBook Side
Ending balance before reconciliation18,98018,930
Add: deposit in transit600
Less: outstanding checks(860)
Less: NSF customer payment(150)
Less: bank service fee(60)
Adjusted balance18,72018,720

The book-side items become entries such as:

AccountDebitCredit
Accounts Receivable150
Bank Fee Expense60
Cash210

Common Confusions

Bank reconciliation does not mean the bank changes its records to match yours. The company adjusts only its own books when new information appears on the statement. It is also not the same as general reconciliation, because bank reconciliation is a specific cash-focused version of the broader reconciliation process.