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Microlesson · 5-min read

Expenditure Audit — Audit of Interest Expense

## Expenditure Audit: Audit of Interest Expense

Interest expense is typically the single largest expense for a bank. The auditor must verify it on a sample basis with the following procedures:

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### Step 1: Verify Interest Calculations on Deposits

  • Confirm that interest has been provided on all deposit accounts up to the date of the Balance Sheet.
  • Savings Accounts: Interest computed in accordance with rules framed by the Bank/RBI.
  • Inter-Branch Balances: Interest provided at the rate prescribed by RBI (100% compliance required).

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### Step 2: Verify Compliance with Interest Rate Framework

Interest rates must comply with all three of the following:

SourceApplicability
Bank's internal regulationsInternal rate structure
RBI directivesRegulatory caps/floors
Agreement with the respective deposit holderContractual rate

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### Step 3: Check for Changes in Interest Rates

  • Ascertain whether there was any change in interest rates during the period on:
  • Savings Accounts
  • Term Deposits
  • Ensure the change was applied correctly from the effective date.

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### Step 4: Assess Overall Reasonableness (Analytical Procedure)

  • Analyse the ratio of interest paid on different types of deposits and borrowings to the average balance of those liabilities during the year.
  • This produces an effective interest rate — compare it to the expected rate range as a reasonableness check.
  • Any significant deviation requires investigation.

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### Step 5: CBS-Generated Interest

  • Interest expense in modern banks is automatically generated by the Core Banking System (CBS).
  • The auditor should verify the parameters configured in CBS (interest rates, computation methodology, compounding frequency) to ensure correctness.

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### Step 6: Quarter-End Deposit Balances

  • Obtain deposit balances at the end of each quarter.
  • Calculate the Weighted Average Interest Rate across deposit types.
  • Compare this to the rates actually applied — identify any outliers.

Worked example

### Example 1

Analytical Reasonableness Check:

Bank's average term deposit balance during the year = Rs 1,000 Cr.

Interest expense on term deposits = Rs 65 Cr.

Effective rate = 65/1000 = 6.5%.

Prevailing term deposit rates during the year ranged from 6% to 7%. The 6.5% effective rate is reasonable. If it were 9%, the auditor would investigate — possible incorrect rate input, error in CBS, or undisclosed liability.

### Example 2

Savings Account Interest Verification:

Bank has savings account balances totalling Rs 200 Cr. RBI has prescribed interest at 3% p.a. on daily balance basis.

Auditor checks: (a) Rate applied = 3% ✓; (b) Computed on daily balance ✓; (c) Credited to accounts on stipulated dates ✓; (d) No rate change during the year ✓.

If the bank applied 2.5%, there is an underprovision of interest — a liability is understated.

### Example 3

Inter-Branch Balance:

Bank has inter-branch deposits of Rs 50 Cr at RBI-prescribed rate of 4%. Interest should be Rs 2 Cr.

If only Rs 1 Cr is provided, auditor flags a shortfall — this also impacts the receiving branch's income.

⚠️ Common exam mistakes

  • Not accruing interest on deposits up to the Balance Sheet date — interest must be provided for even if not yet paid.
  • Applying a single rate across all term deposits regardless of tenure or date of opening — different tenures have different contractual rates.
  • Ignoring mid-year rate changes — interest must be split at the change date and computed at the respective rates.
  • Relying entirely on CBS output without verifying the underlying rate parameters configured in the system.
  • Skipping the reasonableness/analytical check — this is the most efficient way to detect material errors in a high-volume item like deposit interest.
Reference: — RBI Guidelines on Interest Rates on Deposits; SA 520 (Analytical Procedures)
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