Identifying Accounting Chart of Accounts and Recording Transactions

Introduction

A chart of accounts is a structured list of all financial accounts used to record transactions. It categorizes transactions into primary accounts such as assets, liabilities, equity, expenses and revenue. Subaccounts can be used to categorize transactions further.

Task

Activity:

  • Identify what chart of accounts will be used in recording the transactions and what account type it categorized.

 

Desired End product:

  • Students would be able to determine charts of accounts and account types correctly.
  • Students would be able to record transactions correctly.

 

Process

Step 1. Identifying the transactions.

Step 2. Choose the chart of accounts from the box.

Step 3. Record transaction.

Step 4. Identify the account type of chart of account that was used.

 

  • CHART OF ACCOUNTS
  • ACCOUNT TYPE
CASH ASSETS
ACCOUNTS RECEIVABLE LIABILITIES
NOTES RECEIVABLE EQUITY
NOTES PAYABLE EXPENSES
ACCOUNTS PAYABLE REVENUE
SUPLLIES EXPENSE  
UTILITIES EXPENSE  
DRAWING  

RENT EXPENSE

SALES

 

Transactions

1. On January 10, Apple Co. purchased office supplies on account amounting to 1,000.

2. On January 15, Apple Co. paid the electric bill amounting to 3,000.

3. On January 23, Apple Co. paid the office supplies that purchased on January 10.

4. On January 24, Apple Co.  issued a note amounting to 3,000 in purchasing an office supplies.

5. On January 30, Apple Co. paid the office supplies purchased on January 24.

6. On January 8, A partner drawing was erroneously recorded 5,500 instead of 15,000. 

7. On January 13, Apple Co. paid the rent on account.

8. On January 14, Customer purchased items on account amounting to 5,000.

9. On January 17, Customer paid the purchased items on January 14.

10. On January 25, Customer bought items amounting to 2,000.

 

 

Evaluation

SCORE        REMARKS

60                 EXCELLENT

95-45            VERY GOOD

44-35           GOOD

34 - 25         SATISFACTORY

24-20           PASSED

19-BELOW    FAILED

 

Conclusion

 

Based on the overall performance of the students, it is evident that most have developed a foundational understanding of the chart of accounts and the process of recording financial transactions. Many students were able to correctly identify the appropriate accounts and categorize them accurately under assets, liabilities, equity, revenue, or expenses. However, some still struggle with applying this knowledge consistently when recording transactions in journals or ledgers. To improve, continued reinforcement of real-world examples and more hands-on practice through exercises and simulations are recommended. Overall, while there is room for growth, the majority of the class is progressing well and demonstrates a solid grasp of basic accounting principles related to chart of accounts and transaction recording.