Treasury & Cash Management

How to record unrealized gain on FX forward

Adjusting the fair market value of an outstanding forward exchange contract at period-end.

Account NameTypeDebit ($)Credit ($)
Derivative Asset - Forward ContractAsset1,200.00-
Unrealized Gain on Derivatives (P&L)Revenue-1,200.00

💡 Accountant's Note

At the end of the reporting period, outstanding forward contracts must be marked-to-market. An increase in fair value results in a derivative asset and a corresponding unrealized gain.

Practitioner & Systems Framework

💻 ERP Architecture

Ensure the treasury module is integrated with the general ledger for automatic revaluation based on market feeds.

⚠️ Audit Flags

Significant variances between forward rates and period-end spot rates without adjustment.

📄 Required Documentation

Forward contract agreement and independent market valuation or bank mark-to-market statement.

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Expert Analysis by Qusai Ahmad

General Accountant Supervisor & IFRS Specialist

Specialized in SAP GUI automation and Middle Eastern tax compliance. Building digital tools for the next generation of finance leaders.

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