Skip to content
Pass Georgia

Math lesson · Calculations

Debit and Credit Rules for Closing Math

A debit is an amount charged to a party. A credit is an amount given to a party or already paid on that party's behalf. For a proration, identify who used the property or service and who currently holds or owes the money. The same adjustment normally appears as a debit to one party and an equal credit to the other.

Facts checked against the current PSI Candidate Information Bulletin and GREC sources. Editorial standards.

What is the exam-ready answer?

A debit is an amount charged to a party. A credit is an amount given to a party or already paid on that party's behalf. For a proration, identify who used the property or service and who currently holds or owes the money. The same adjustment normally appears as a debit to one party and an equal credit to the other.
Official syllabus mapping for Debit and Credit Rules for Closing Math
Official syllabus topicXI.A Calculations for Transactions: seller net, buyer funds, prorations, and transfer fees
Official PSI areaReal Estate Calculations
Published weight7% of the 100-question national portion
Source editionPSI Georgia Candidate Information Bulletin dated July 1, 2026

The Rule

PSI publishes a weight for the complete official area, not a guaranteed count for this individual calculation. Follow the stated facts, units, time basis, and rounding instruction.

Formula and variables

Balanced closing adjustment: One party's debit = the other party's equal credit for the same proration
Variables used in Balanced closing adjustment
Symbol or termMeaning
DebitAn amount that increases what a party owes or reduces that party's proceeds
CreditAn amount that reduces what a party owes or increases that party's proceeds
Payment timingWhether the item was paid in advance or remains unpaid in arrears

Step-by-step method

  1. Identify the party, item, ownership period, and whether it is paid in advance or arrears.
  2. Ask who currently has the money or who will receive the future bill.
  3. Charge the party who owes the adjustment with a debit.
  4. Give the other party an equal credit.
  5. Place buyer acquisition funds, loan proceeds, deposits, and seller payoff or costs in their correct columns without forcing them into proration logic.

Georgia-specific distinction

A Georgia closing attorney prepares the settlement entries, but the contract and actual payment status control allocation. Georgia DOR says property taxes are charged against the January 1 owner and the property, yet the purchase contract may prorate the economic burden between seller and buyer.

Worked examples

Example 1: Unpaid taxes in arrears

Scenario. The seller's $1,500 share of current-year property taxes is unpaid, and the buyer will later receive the bill.

  1. Seller used the property during the allocated period.
  2. Buyer will face the bill after closing.
  3. Debit seller $1,500 and credit buyer $1,500.

Answer. Seller debit $1,500; buyer credit $1,500.

Reasonableness check. The entries balance and put money with the person who will pay the future bill.

Example 2: Rent collected in advance

Scenario. The seller collected $900 rent for days after closing that belong to the buyer.

  1. Seller currently holds money earned during the buyer's ownership period.
  2. Debit seller $900 and credit buyer $900.

Answer. Seller debit $900; buyer credit $900.

Reasonableness check. The buyer receives the income belonging to the buyer's period without collecting it twice from the tenant.

Common exam traps

  • Memorizing that taxes always produce one direction without checking payment status
  • Giving both parties a debit or both parties a credit for one proration
  • Treating a buyer deposit as a new cash debit
  • Assuming local custom overrides the allocation stated in the question

Original practice questions with detailed explanations

These original instructional questions map to the July 1, 2026 PSI outline. They are not copied from PSI or any live examination. Write the setup before opening the explanation.

Question 1

Closing is July 1. This year's property taxes are unpaid, and the buyer will pay the full bill when it arrives in the fall. The seller's share is $1,640. How is it entered?

  1. A. Debit seller $1,640 and credit buyer $1,640
  2. B. Credit seller $1,640 and debit buyer $1,640
  3. C. Debit seller $1,640 and debit buyer $1,640
  4. D. Debit seller $1,640 with no buyer entry
Show answer and explanation →

Answer: A. Debit seller $1,640 and credit buyer $1,640

The seller owes for the months the seller owned the home, and the buyer will pay that bill later, so the seller is debited and the buyer credited. Reversing the entries treats the taxes as if the seller had prepaid them. A proration moves money between the parties, so it appears as a debit to one and an equal credit to the other.

Question 2

The seller prepaid a $1,200 annual pest-control contract that transfers to the buyer. At closing, $450 of the paid coverage remains for the buyer's ownership. What is the entry?

  1. A. Debit seller $450 and credit buyer $450
  2. B. Debit buyer $750 and credit seller $750
  3. C. Debit buyer $1,200 and credit seller $1,200
  4. D. Debit buyer $450 and credit seller $450
Show answer and explanation →

Answer: D. Debit buyer $450 and credit seller $450

The seller paid for coverage the buyer will use, so the buyer reimburses the unused $450 with a buyer debit and a seller credit. Debiting the seller treats a prepaid item like an unpaid one. $750 is the seller's own used portion, and $1,200 is the full year.

Question 3

The seller collected June rent of $2,100 on June 1. Closing is June 21, the buyer owns closing day, and rent is prorated on a 30-day month. What is the entry?

  1. A. Debit seller $700 and credit buyer $700
  2. B. Debit buyer $700 and credit seller $700
  3. C. Debit seller $630 and credit buyer $630
  4. D. Debit seller $1,400 and credit buyer $1,400
Show answer and explanation →

Answer: A. Debit seller $700 and credit buyer $700

The buyer owns June 21 through 30, 10 days at $70, so the seller hands over $700 of rent already collected: debit seller, credit buyer. Debiting the buyer reverses who holds the money. $630 drops closing day from the buyer's count.

Ready to move on?

You have this calculation down when all of these are true.

  • I define debit and credit from each party's perspective.
  • I determine whether an item is paid in advance or arrears.
  • I can explain who holds the money and who used the benefit.
  • I balance each two-party proration.
  • I follow the stated contract facts instead of a memorized local custom.

Recommended next lesson

Continue with Percent, Decimal, and Fraction Conversions. With direction settled, the next lesson fixes the conversions that spoil the amounts, such as reading 27.5 mills as 0.0275 and 7.25% as 0.0725.

Return to the complete calculation hub, formula sheet, or mixed math drill.

Debit and Credit Rules for Closing Math questions

Facts checked against the current PSI Candidate Information Bulletin and GREC sources. Editorial standards.

Is Debit and Credit Rules for Closing Math on the Georgia real estate exam?

It maps to XI.A Calculations for Transactions: seller net, buyer funds, prorations, and transfer fees in the official Real Estate Calculations area. PSI assigns 7% of the 100-question national portion to the complete area but does not guarantee a count for this individual formula.

What formula should I use for Debit and Credit Rules for Closing Math?

One party's debit = the other party's equal credit for the same proration

What Georgia-specific point should I remember?

A Georgia closing attorney prepares the settlement entries, but the contract and actual payment status control allocation. Georgia DOR says property taxes are charged against the January 1 owner and the property, yet the purchase contract may prorate the economic burden between seller and buyer.

Can I use a calculator on the Georgia real estate exam?

PSI provides an online calculator during the examination. Handheld calculators are prohibited. Write the setup and label the units before entering numbers.