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    Home and Business (USA)

    USA
    Double-Entry Accounting
    Private

    Accounting plan with separation for the private and business.

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    Dokumentation zur Vorlage

    With this accounting plan you can categorize transactions for private or business.

     

    Vorschau der Vorlage

    Private/Home Business

    Accounting 2017

    Basic Currency: USD

    Double-entry

    Table: Accounts
    Group Description Sum In Gr1
        BALANCE SHEET    
             
        ASSETS    
        Current Assets    
      1000 Cash-Husband 100  
      1001 Cash-Wife 100  
      1010 Bank of America personal account 100  
      1011 Bank of America joint account 100  
      1020 Scrip Dividend 100  
      1030 Health Savings Account (USA) 100  
      1031 CMA cash account (USA) 100  
      1040 Prepaid Insurance 100  
    100   Cash and bank accounts private 10  
             
        Other bank accounts    
      1100 Bank of America business account 110  
      1101 Second residence bank account 110  
    110   Bank accounts business and properties 10  
             
        Investments 130  
      1300 Investments short term 130  
      1310 Investments bonds 130  
      1320 Inestments stocks 130  
    130   Total investments 10  
    10   Cash, Banks and investments 1  
             
        Other Business Assets    
      1400 Accounts receivable 140  
      1410 Computer & Software 140  
      1420 Inventory 140  
    140   Other Business assets 1  
             
        Term Assets    
      1500 Private residence 150  
      1510 Second residence property for renters 150  
      1520 Brokerage account 150  
      1530 Individual Retirement Account (USA) 150  
    150   Balance Term Assets 1  
             
             
    1   TOTAL ASSETS 00 1
             
             
        LIABILITIES & EQUTY    
        Current Liabilities    
      2000 Credit Card 1 200  
      2001 Credit Card 2 200  
      2020 Accounts payable 200  
      2030 Check issued 200  
    200   Balance Current Liabilities 20  
             
        Current Liabilities 2nd Residence    
      2150 Accounts payable second residence 215  
    215   Balance Current Liabilities 2nd Residence 20  
             
        Home Business Liabilities    
      2200 Credit Card HB 220  
      2210 Accounts payable 220  
    220   Balance Home Business Liabilities 20  
             
             
        Term Liabilities    
      2500 Mortgage payable on private residence 250  
      2501 Mortgage payable on second residence 250  
      2502 Student loan 250  
    250   Balance Term Liabilities 20  
    20   Liabilities 2  
             
      2900 Start up capital 29  
      2910 Profit or loss brought forward private 29  
      2911 Profit or loss brought forward business 29  
    296   Profit or loss of the current year 29  
    29   Owner capital 2  
    2   TOTAL LIABILITIES 00 1
             
    00   Difference should be = 0 (blank cell)   1
             
             
        PROFIT/LOSS STATEMENT    
             
        PRIVATE    
             
        Revenue Private 4  
      3000 Salary, other income 30  
      3001 Interest from bank/post accounts 30  
      3002 Investment interest income (Bonds) 30  
      3003 Investment dividend income (Equities) 30  
      3004 IRA Distributions (USA) 30  
      3005 Unemployment compensation 30  
      3006 Other income 30  
    30   Total revenue Private 3  
             
      3500 Accrued mortgage interest expense 35  
      3501 Office supplies 35  
      3502 Utilities:Electricity, gas, water, heating oil 35  
      3503 Upkeep 35  
      3504 Maintenance 35  
      3505 Repair 35  
      3506 Capital improvement 35  
      3520 Home insurance 35  
    35   Cost private 3A  
             
      3600 Health related expenses 36  
      3601 Health insurance premiums 36  
      3602 Medical and dental expenses 36  
      3605 Personal hygiene 36  
      3606 Haircut 36  
      3610 Identity protection/credit score (USA) 36  
      3611 Books 36  
      3612 Clothes, games, personal belongings 36  
      3613 Software 36  
      3620 Dining out 36  
      3621 Groceries 36  
      3622 Tips paid 36  
      3630 Transport (car, bicycle,gas, repair, maintenance etc.) 36  
      3631 Travel, holidays 36  
      3632 Entertainment 36  
      3640 Bank and current account fees 36  
      3641 Interest expense 36  
      3642 Credit card fees 36  
      3643 Tax preparation fees 36  
      3644 Cell Phone 36  
      3650 Insurances 36  
      3660 Taxes, fees 36  
      3661 IRA RMD tax paid (USA) 36  
      3670 Tuition 36  
      3671 Other Education expenses 36  
      3680 Donations/Charity 36  
      3890 Craft supplies 36  
      3700 Other expenses 36  
    36   Cost Personal 3A  
    3A   Total Cost Private 3  
             
    3   Result private 02  
             
        BUSINESS (Schedule C)    
      4000 Gross receipts on sales 40 C1
      4001 Returns on allowances 40 C2
      4005 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) 40 C6
    40   Generale business revenues 4A  
             
      4200 Inventory at beginning of the year 42 C35
      4201 Purchasess less cost of items withdan for persona use 42 C36
      4202 Cost of labor. Do not include any amounts paid to yourself 42 C37
      4203 Material and supplies 42 C38
      4204 Other costs 42 C39
      4209 Inventory end of year 42 C41
    42   Cost of goods sold 4A  
    4A   Gross income 4  
             
      4500 Advertising 45 C8
      4501 Car and truck expenses 45 C9
      4502 Commissions and fees 45 C10
      4510 Contract labor 45 C11
      4530 Depletion 45 C12
      4531 Depreciation and section 179 expense deduction(not included in Part III) 45 C13
      4540 Employee benefit programs 45 C14
      4560 Insurance (other than health) 45 C15
      4561 Interest: Mortgage (paid to banks, etc.) 45 C16a
      4562 Interest:Other 45 C16b
      4580 Legal and professional services 45 C17
      4581 Office expense 45 C18
      4590 Pension and profit-sharing plans 45 C19
      4600 Rent or lease Vehicles, machinery, and equipment 45 C20a
      4601 Rent or lease Other business property 45 C20b
      4610 Repairs and maintenance 45 C21
      4630 Supplies (not included in Part III) 45 C22
      4640 Taxes and licenses 45 C23
      4650 Travel business 45 C24a
      4651 Deductible meals and entertainment 45 C24b
      4660 Utilities 45 C25
      4680 Wages (less employment credits) 45 C26
      4700 Other Business expenses 1 45 C48
      4701 Other Business expenses 2 45 C48
      4800 Expenses for business use of your home 45 C30
    45   Business expenses deductible 4B  
             
      4900 Business expanses not deductible 1 49  
      4905 Business tax 49  
    49   Business expenses not deductible 4B  
             
    4B   Total Business expenses 4  
    4   Result Business 02 1
             
        FARM (Schedule F)    
        Cash basis    
      6000 Sales of livestock and other resale items 60  
      6001 Cost or other basis of livestock or other items reported 60  
      6002 Sales of livestock, produce, grains, and other products you raised 60  
        Accrual    
      6010 Inventory at beginning of the year of livestock, produce, grains, and other products 60  
      6011 Cost of livestock, produce, grains, and other products purchased during the year 60  
      6012 Inventory at end of year of livestock, produce, grains, and other products 60  
             
      6100 Cooperative distributions 60  
      6101 Agricultural program payments 60  
      6102 Commodity Credit Corporation (CCC) loans reported under election 60  
      6103 CCC loans forfeited 60  
      6110 Crop insurance proceeds and federal crop disaster payments 60  
      6111 Crop insurance Amount received in 2015 60  
      6112 Amount deferred from 2014 60  
      6120 Custom hire (machine work) income 60  
      6130 Other income, including federal and state gasoline or fuel tax credit or refund 60  
    60   Farm gross income 6  
             
      6501 Car and truck expenses (Farm) 65  
      6505 Chemicals (Farm) 65  
      6506 Conservation expenses (Farm) 65  
      6507 Contract labor (Farm) 65  
      6508 Custom hire (machine work) costs (Farm) 65  
      6531 Depreciation and section 179 (Farm) 65  
      6540 Employee benefit programs (Farm) 65  
      6550 Feed (Farm) 65  
      6551 Fertilizers and lime (Farm) 65  
      6552 Freight and trucking (Farm) 65  
      6553 Gasoline, fuel and oil (Farm) 65  
      6560 Insurance (other than health) (Farm) 65  
      6561 Interest: Mortgage (paid to banks, etc.) (Farm) 65  
      6562 Interest:Other (Farm) 65  
      6590 Pension and profit-sharing plans (Farm) 65  
      6600 Rent or lease Vehicles, machinery, and equipment (Farm) 65  
      6601 Rent or lease Other business property (Farm) 65  
      6610 Repairs and maintenance (Farm) 65  
      6611 Seeds and plants (Farm) 65  
      6612 Storage and warehousing (Farm) 65  
      6630 Supplies (Farm) 65  
      6640 Taxes (Farm) 65  
      6660 Utilities (Farm) 65  
      6670 Veterinary, breeding and medicine (Farm) 65  
      6700 Other Farm expenses 1 (Farm) 65  
      6701 Other Farm expenses 2 (Farm) 65  
    65   Farm expenses deductible 6B  
             
      6900 Farm expenses not deductible 1 69  
      6905 Farm Taxes 69  
    69   Farm expenses not deductible 6B  
             
    6B   Total Farm expenses 6  
    6   Result Farm 02  
             
        Real Estate and Royalties (Schedule E)    
             
      7000 Rents received (RE) 70  
      7001 Royalties received (RE) 70  
    70   Revenue Properties 7  
             
      7500 Advertising (RE) 75  
      7501 Auto and travel (RE) 75  
      7502 Cleaning and maintenance (RE) 75  
      7503 Commissions (RE) 75  
      7504 Insurances (RE) 75  
      7505 Legal and other professional fees (RE) 75  
      7506 Management fees (RE) 75  
      7507 Other interest (RE) 75  
      7510 Repairs (RE) 75  
      7511 Supplies (RE) 75  
      7512 Depreciation expenses or depletion (RE) 75  
      7520 Taxes (RE) 75  
      7530 Other 1 (RE) 75  
      7531 Other 2 (RE) 75  
      7540 Deductible rental real estate loss after limitation (RE) 75  
    75   Expenses properties 7  
    7   Result Properties 02  
             
        INVESTMENTS    
             
      8000 Interest from bonds 80  
      8001 Dividends 80  
      8002 Other revenues from investments 80  
    80   Revenue from investiments 8  
             
      8500 Management costs 85  
      8501 Interest payed for investmests 85  
      8502 Other fees investments 85  
    85   Expenses properties 8  
    8   Result Investments 02  
             
    02   Profit(-) Loss(+) from Profit & Loss Statement 296 1
             
             
        Cost and Profit Centers    
             
        COST CENTERS    
        Personal costs (CC1)    
      .C Expenses: Husband P  
      .J Expenses: Wife P  
      .S Expenses: Son P  
      .A Expenses: Daughter P  
    P   Total cost personal    
             
        Utilities (CC2)    
      ,E Electricity T  
      ,H Heating T  
      ,W Water T  
    T   Total utilities    
             
        PROFIT CENTERS    
        Rent (CC3)    
      ;RE1 Apartment 1 R  
      ;RE2 Apartment 2 R  
    R   Total rent    
             
        SEGMENTS    
        Properties    
      :R1 Private Residence    
      :R2 Second Residence    
             
        Projects    
      ::P1 Project 1    
      ::P2 Project 2    
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