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Bank Statement Reconciliation

A Grade 11 math worksheet focused on understanding and reconciling bank statements, including identifying discrepancies and adjusting balances.

Grade 11 Math Financial LiteracyReconciling Bank Statements
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Includes

Multiple ChoiceFill in the BlanksTrue / FalseShort AnswerCustom

Standards

CCSS.MATH.CONTENT.HSF.IF.B.4CCSS.MATH.CONTENT.HSA.CED.A.1

Topics

financial literacybank statementsreconciliationmath
7 sections · Free to use · Printable
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Bank Statement Reconciliation

Name:

Date:

Score:

Read each question carefully and provide accurate answers. Show all your work for calculations.

1. Which of the following items would require an adjustment to the bank's balance during reconciliation?

a

Outstanding checks

b

Deposits in transit

c

Bank service charges

d

All of the above

2. A check written by the company for $150 was recorded in the company's cash records as $510. How will this error affect the bank reconciliation?

a

The bank balance will be overstated by $360.

b

The book balance will be understated by $360.

c

The book balance will be overstated by $360.

d

No adjustment is needed; it's a bank error.

3. The primary purpose of a bank reconciliation is to explain the differences between the cash balance on the bank statement and the cash balance in the company's  .

4. A deposit made by a company but not yet recorded by the bank is known as a  .

5. Bank service charges increase the balance per bank statement.

T

True

F

False

6. Outstanding checks are checks written by the company that have not yet been cashed by the payee and cleared by the bank.

T

True

F

False

7. Explain two common reasons why a bank's cash balance might differ from a company's cash balance at a given point in time.

8. Describe the impact of an NSF (Non-Sufficient Funds) check on both the bank balance and the book balance during reconciliation.

9. Prepare a bank reconciliation for the month of October for XYZ Company using the following information:

Bank statement balance: $8,500 Company's cash account balance: $7,200 Deposits in transit: $1,200 Outstanding checks: $500 Bank service charge: $20 Interest earned on checking account: $10