In these notes · Debit and Credit Rules
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3.2

Debit and Credit Rules

Key Concepts

Every transaction is recorded as a debit in one account and a credit in another. The accounting elements have natural sides:

Element / AccountNormal balanceIncreases withDecreases with
AssetsDebitDebitCredit
LiabilitiesCreditCreditDebit
Equity / CapitalCreditCreditDebit
IncomeCreditCreditDebit
ExpensesDebitDebitCredit
DrawingsDebitDebitCredit
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How to Remember

DEAD CLIC — Expenses, Assets, Drawings (EAD) increase with Debit; Liabilities, Income, Capital (LIC) increase with Credit:

Debit balanceCredit balance
ExpensesLiabilities
AssetsIncome
DrawingsCapital (Equity)

To decrease an element, use the opposite side:

  • credit a DEAD element (Assets, Expenses, Drawings) to decrease it
  • debit a CLIC element (Liabilities, Income, Capital) to decrease it

Applying the Rules to a Transaction

  1. Identify the accounts affected — which accounts does this transaction affect?
  2. Classify each account — is it an asset, liability, income, expense, drawings, or capital?
  3. Did each account go up or down? — determine the direction of change for each account.
  4. Decide debit or credit:
    • If an account increases and normally carries a debit balance (assets, expenses, drawings), debit it.
    • If an account increases and normally carries a credit balance (liabilities, income, capital), credit it.
    • If the account decreases, use the opposite side.
  5. Check — total debits must equal total credits.

Example: Owner invested $5,000 cash into the business bank account.

  • Cash at bank → it's an Asset → it went up → Asset + increase = Debit
  • Capital → it's Capital → it went up → Capital + increase = Credit

The Two-Entry Rule for Sales

Every sale — whether cash or credit — requires two separate entries:

EntryWhat it recordsDebitCredit
1 — RevenueWhat the business earnedTrade receivables / Cash in hand ↑Sales revenue ↑
2 — CostWhat the goods costCost of sales ↑Inventory ↓

Memory tip:

  • Revenue entry = the money side (who owes you or cash received, and what you earned).
  • Cost entry = the goods side — Cost of sales is literally the cost of the goods sold.

They never cross — Trade receivables never pairs with Inventory, and Cost of sales never pairs with Sales revenue.

Worked Example
Scenario: Kaya & Whisk Bakery made the following transactions during May. For each, identify the two accounts affected and state which is debited and which is credited.
  1. Amy invested $8,000 cash into the business bank account.
  2. Purchased inventory on credit from Shu Fen for $1,500.
  3. Paid rent of $600 by cheque.
  4. Sold goods to a customer on credit for $900; the goods cost $540.
1
Owner invests cash
  • Cash at bank → it's an Asset → it went up → Asset + increase = Debit $8,000
  • Capital → it's Capital → it went up → Capital + increase = Credit $8,000
2
Bought inventory on credit
  • Inventory → it's an Asset → it went up → Asset + increase = Debit $1,500
  • Trade payables — Shu Fen → it's a Liability → it went up → Liability + increase = Credit $1,500
3
Paid rent by cheque
  • Rent expense → it's an Expense → it went up → Expense + increase = Debit $600
  • Cash at bank → it's an Asset → it went down → Asset + decrease = Credit $600
4
Sold goods on credit (two entries required)

Entry 1 — Revenue:

  • Trade receivables → it's an Asset → it went up → Asset + increase = Debit $900
  • Sales revenue → it's Income → it went up → Income + increase = Credit $900

Entry 2 — Cost:

  • Cost of sales → it's an Expense → it went up → Expense + increase = Debit $540
  • Inventory → it's an Asset → it went down → Asset + decrease = Credit $540
Common Mistakes
1

Pairing the wrong accounts for a sale. The most common error is debiting Trade receivables and crediting Inventory in a single entry. The two entries for a sale never cross — Trade receivables always pairs with Sales revenue (revenue entry), and Cost of sales always pairs with Inventory (cost entry). Mixing them up misstates both income and assets.

2

Forgetting the two entries for a sale. Every sale needs both a revenue entry (Trade receivables / Cash in hand Dr, Sales revenue Cr) and a cost entry (Cost of sales Dr, Inventory Cr). Missing the cost entry leaves inventory overstated and cost of sales understated.

3

Crediting (decreasing) an expense account when paying the expense. Expense accounts track costs incurred — the more you pay, the more they add up. Paying rent does not reduce Rent expense — it increases it. Hence, paying rent increases the Rent expense account (debit). The credit goes to Cash at bank.

4

Using the wrong cash account. Physical cash → Cash in hand. Cheque or bank transfer → Cash at bank. Never use "Cash" alone as an account name.

Check Your Understanding
State whether each account is debited or credited when it increases: (a) Salaries expense, (b) Trade payables, (c) Sales revenue, (d) Inventory.
Reveal answerHide answer
(a) Debit; (b) Credit; (c) Credit; (d) Debit.
The business receives $500 cash from a credit customer in settlement of their Trade receivables balance. Which account is debited and which is credited?
Reveal answerHide answer
Debit Cash in hand $500 (asset increases); Credit Trade receivables $500 (asset decreases).
True or false: When the business pays insurance by cheque, the Insurance expense account is credited.
Reveal answerHide answer
False. Insurance expense increases when paid — it is debited. Cash at bank is credited (decreases).