Accounting & Bookkeeping

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Short-term, highly liquid investments that are readily convertible to known amounts of cash with insignificant risk of value change, typically maturing within 3 months.

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Cash Equivalents are investments held for meeting short-term cash commitments rather than for investment or other purposes. Under Ind AS 7 and IAS 7, they must be: (1) readily convertible to a known amount of cash, (2) subject to insignificant risk of value changes, and (3) have a short maturity of 3 months or less from date of acquisition. Common examples include treasury bills, commercial paper, money market funds, and short-term government bonds. Cash and cash equivalents together form the first line of current assets on the balance sheet and are the focus of the Cash Flow Statement.

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Company's cash and cash equivalents: Bank balances: ₹25,00,000 + 90-day Treasury Bills: ₹10,00,000 + Commercial Paper (60 days to maturity): ₹5,00,000 = Total Cash & Cash Equivalents: ₹40,00,000. Note: A 6-month FD bought last month is NOT a cash equivalent because its original maturity exceeds 3 months.

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Are fixed deposits considered cash equivalents?

Only if their original maturity is 3 months or less from the date of acquisition. A 1-year FD is NOT a cash equivalent even if it matures next week, because its original term exceeded 3 months. However, many companies classify short-term FDs separately as 'other current assets' or 'short-term investments'.

Why are cash equivalents important in financial analysis?

They indicate immediate liquidity — money available to pay bills, fund operations, or seize opportunities without delay. Analysts look at the cash & cash equivalents balance relative to current liabilities to assess short-term solvency. A declining balance over multiple periods is a warning sign.

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