Led by Fra Luca de Pacioli Simulacrum
Led by Fra Luca de Pacioli Simulacrum
The question
The single equation that underpins every set of books in the world: Assets = Liabilities + Equity. The module covers the three terms and their definitions, the residual nature of equity, the way every transaction preserves the equation, the expanded form including retained earnings, and what *negative equity* means in the moment a firm becomes technically insolvent. The exercise classifies a messy list of items into the three categories and traces a sequence of transactions through the equation.
Outcome
The student can state the accounting equation, define its three terms, classify any item as asset/liability/equity, demonstrate how a sequence of transactions preserves the equation, and recognise the moment a business becomes technically insolvent. (The equation)
Practice scenarios
A friend has handed you a list of items from their start-up's first month and asked you to classify each one as Asset, Liability, or Equity, and explain why. The list: (1) £10,000 of their own money put into the business bank account; (2) a laptop bought for £1,200; (3) £3,000 of inventory bought on 30-day credit from a supplier; (4) £500 of inventory sold for £800 cash; (5) a £15,000 loan from their parents; (6) £400 of unpaid wages for the part-time helper at month-end; (7) £2,000 of inventory still on the shelves; (8) the £200 customer deposit for an order to be fulfilled next month; (9) a £50 monthly software subscription paid for the month just ended; (10) the brand name they've trademarked and registered.
Your goals