Authors

  • Muminova Parvina Ilhom kizi
    Tashkent State University of Economics (PhD) basic doctoral student, Uzbekistan

DOI:

https://doi.org/10.71337/inlibrary.uz.fmmej.114489

Keywords:

Bank liabilities passive operations

Abstract

This article provides the main essence of bank liabilities, operations related to the organization of bank resources, sources of funds raised, as well as information necessary for assessing deposits, loans and other liabilities.


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Frontline Marketing, Management and Economics Journal

FRONTLINE JOURNALS

31





Content And Essence of Bank Liabilities

Muminova Parvina Ilhom kizi

Tashkent State University of Economics (PhD) basic doctoral student, Uzbekistan


A R T I C L E I N f

О

Article history:

Submission Date: 25 January 2025

Accepted Date: 26 February 2025

Published Date: 22 March 2025

VOLUME:

Vol.05 Issue03

Page No. 31-34

D

OI: -

https://doi.org/10.37547/marketing-
fmmej-05-03-03

A B S T R A C T

This article provides the main essence of bank liabilities, operations
related to the organization of bank resources, sources of funds raised, as
well as information necessary for assessing deposits, loans and other
liabilities.

Keywords:

Bank, liabilities, passive operations, attracted funds, audit,

deposits, savings, capital, liquidity, reporting, auditor.

INTRODUCTION


In world practice, the liabilities of commercial
banks, their accounting and audit control have
become important tasks. In general, operations
related to the organization of bank resources are
called bank liabilities, that is, bank passive
operations.
"As a result of the lack of continuous improvement
of the methods of accounting and auditing of bank
liabilities, which are part of the management of
bank activities, it is natural that not only
developing countries, but also banks in developed
countries will face economic crises ." This can be
seen in the financial and economic crises that
occurred in the second half of the 20th century in
Asia, Latin America, Western Europe, the Russian
financial system, and in September 2008 in the US
financial system.
Analysis and audit of bank liabilities requires an
assessment of the bank's financial liabilities and
debts. This is an important process to ensure the
accuracy, completeness and reliability of the
bank's liabilities recorded in its financial
statements. Auditing helps to identify any possible
misstatements, errors or irregularities in the

bank's passive accounts.
By examining a bank's liabilities, stakeholders gain
valuable information about the bank's financial
risks, liquidity management practices, funding
sources, and overall stability. This information is
essential for investors and management to make
informed decisions and assess the bank's stability
in various market conditions.[2]

To the topic Literature review

Our local scientists A.J.Abdullaev, Z.A.Qayimova,
Sh.Sh.Boltaev, and D.M.Narzieva, as a result of their
research, "passive" operations this bank resources
formation with related operations. Passive
operations are in circulation, and as a result of
attracting new resources, it is possible to carry out
active operations of banks.

they emphasized . [1]

According

to

AAOmonov,

T.M.

Koraliev,

“commercial banks form financial resources as a

result of their passive operations. Resources
consist of two major sources: attracted funds and
own funds. Resources are recorded in the liabilities
of the bank balance sheet. The main share of the
liabilities of the balance sheet of commercial banks
is made up of liabilities (attracted funds), which
make up 85-90 percent of the total bank

Frontline Marketing, Management and Economics

Journal

ISSN: 2752-700X


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resources.” –

they looked at him.

Sh.Z.Abdullaeva in her scientific research states

that “passive operations of a bank

- operations of

banks related to the attraction of temporarily free
funds are considered passive operations. One of
the main tasks of a bank is to attract as much free
funds as possible and invest them in other

profitable optimal assets” –

he emphasizes.[3]

MG'.Kenjayev,

NSErnazarov

expressed

the

following opinions: "bank resources organization
to grow with related was operations

passive

operations It is said. Passive operations banking
transactions from the outside funds attraction to
grow and own funds organization to grow The
bank's resources consist of its liabilities and its
own capital. finds. Bank of activity again one main
to oneself typical from the characteristics one from
that "its resources consist mainly of external
liabilities." [5]
The following opinion was expressed by
A.J.Abdullaev, Z.A.Qayimova, Sh.Sh.Boltaev, and
D.M.Narzieva said passed, "deposit" operations

banks depositors with composed "These are
operations to attract and store funds for a certain
period for deposit purposes based on contracts."
Z.

Mamadiyarov,

M.

Makhmudova,

M.

Kurbonbekova in their scientific research stated
that "liabilities are formed at the expense of funds
attracted by the bank, and capital is formed at the
expense of the bank's own funds. The formation of
these funds at the expense of stable sources
ensures the effective functioning and economic
viability of commercial banks. Commercial banks
balance passive voice main share obligations
organization arrived, they 80

90 from percent

consists of will be. Obligations deadline and to the
div arrival to the source looking at stable and
unstable, can be divided into cheap and expensive
funds based on the cost of their payment"

they

thought.[4]


RESEARCH METHODOLOGY

This in the article Our Republic in the territory
operating coming commerce One of the banks was
selected and its liabilities were studied using the
bank's financial statements. The methods of
scientific evaluation, induction and deduction,
comparison, and data analysis were used in the
analysis process.

RESULTS AND DISCUSSION

A bank's liability analysis typically involves an
assessment of the bank's sources of funds, as well

as deposits, loans, and other liabilities. The results
of this analysis can provide insight into the bank's
funding structure, liquidity position, and risk
management practices. The following key aspects
and results can be considered when analyzing a
bank's liabilities:
Banks rely primarily on deposits as a source of
funding. Analyzing the composition of deposits can
identify the types of customers (retail, corporate,
institutional) and the stability of these funds (for
example, in relation to demand deposits and time
deposits).
Banks, also, other finance from institutes debt to
take, bonds release or other debt instruments. The
terms, rates, and conditions of these loans
deadlines analysis to do bank funds value and
again financing risks important for evaluation.
When analyzing bank capital, the composition of
bank capital, including equity, undistributed
benefit and of capital other forms evaluation also
own inside to receive This helps to understand the
bank's ability to absorb losses and meet regulatory
capital requirements.
Analysis of the maturity of liabilities helps to
assess the liquidity position of the bank gives.
Banks variable financing to the sources without
relying, short must ensure that it has sufficient
liquid assets to meet its term obligations.
The results of the study of the bank's liabilities are
usually presented in financial statements,
regulatory

documents

and

investor

in

presentations presented is being done. This from
analysis taken main indicators may include:
-

Deposit composition (e.g., ratio of demand
deposits, time deposits, savings deposits, and
savings deposits).

-

Funds value (deposits and debts according to
payable average interest rate).

-

Liquidity coefficients (of the loan) to deposit
ratio, liquidity cover coefficient).

-

Capital adequacy coefficients (Level 1) capital
ratio, general capital ratio).

These results are useful to stakeholders, including
investors, regulators, and, bank financial to your
health and obligations management efficiency It
also helps in assessing. In order to ensure the
soundness and stability of banks' activities, it is
necessary, first of all, to constantly monitor their
activities through internal and external audits.
Deposit operations internal audit main goals from
the following consists of.
-

protect the interests of depositors, maintain
the results achieved and aimed for by the bank


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during its activities;

-

presented being done reports fairness,
completeness and determine reliability ;

-

The purpose of the audit is to verify that the
submitted reports comply with applicable
legislation, accounting and financial reporting
requirements.

Analyzing bank liabilities involves risk assessment,
liquidity management, regulatory compliance,
investor confidence, and comprehensive analysis

of financial statements. to do for very important.
SHE IS interested to the sides bank financial
condition, helps to understand the activities and
ability to fulfill its obligations, contributes to
effective risk management and decision-making.
1- in the table 2024 year 4 quarter results
according to financial reports The total liabilities of
Kpitalbank JSCB are reflected, based on statistical
indicators.

1-

table

OBLIGATIONS

TOTAL

In national

currency

In foreign

currency

( sum

equivalent)

1

Demand deposits

12 080 615 479 4 885 329 349 7 195 286 130

2

Term deposits

24 276 205 819 17 588 357 100 6 687 848 719

3

Amounts payable to the Central Bank

44

44

0

4

Accounts of other banks and financial

institutions

851 953 510

602 818 261

249 135 249

5

Securities sold under REPO transactions

0

0

0

6

Obligations under credit and leasing

operations

933 950 619

206 713 816

727 236 803

7

Securities issued by the bank

0

0

8

Subordinated debt

1 719 622 115

155 455 905 1 564 166 210

9

Accrued interest payable

68 201 960

44 496 090

23 705 870

10

Liabilities for accrued taxes

17 958 010

17 958 010

0

11

Clearing transactions

52 344 720

3 126 644

49 218 076

12

Provisions created for off-balance sheet items

classified as standard

3 913 935

3 913 935

0

13

Other obligations

972 671 971

793 933 919

178 738 052

Total liabilities

40 977 438 182 24 302 103 073 16 675 335 109

The total liabilities of the Joint-Stock Commercial Bank
"Kapitalbank" as of the 4th quarter of 2024 amounted to 40.9
trillion soums, of which the main liability was total term
deposits of 24.2 trillion soums. We can see that liabilities for
accrued taxes amounted to 17 million soums, and funds from
other banks amounted to 851 million soums. Demand as until
received stored Deposits account for 29.5% of total bank
liabilities is organizing.


CONCLUSION

Analysis and audit of bank liabilities involves the assessment
of a bank's financial liabilities and debts. This is to ensure that

the bank's liabilities recorded in its financial statements are
accurate, completeness and reliability of providing important
is a process. Analysis and audit helps identify any possible
misstatements, errors or irregularities in the bank's passive
accounts.
A bank's liabilities play a key role in financing its operations.
Analyzing the maturity and stability of liabilities helps banks
manage their liquidity effectively. Ensuring that short-term
liabilities, such as customer deposits and interbank
borrowings, have sufficient funds to meet the bank's
immediate obligations for hard control to be done necessary.
Obligation structure analysis to do through banks can plan


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their liquidity needs, maintain an appropriate balance
between short-term and long-term funding sources, and
reduce liquidity risks.
In general when receiving, bank obligations analysis to do
financial report analysis is an integral part of the banking
system. Analysis and audit of bank liabilities are crucial in
ensuring the reliability of financial information and
maintaining the confidence of stakeholders in the banking
activities. role plays. This bank financial to your health impact
to do possible was every what potential obligations to
determine help gives, risks management and financial helps
make informed decisions about reports.
In summary, bank liability analysis is essential for risk
assessment, liquidity management, regulatory compliance,
investor confidence, and financial reporting. every one-sided
analysis to do for very important. SHE IS interested to the
sides helps to understand the bank's financial condition,
operations and ability to meet its obligations, contributes to
effective risk management and decision-making.


REFERENCES

AAOmonov, T.M.Koraliev (2019). Money and banks. Textbook.

T.: "Economics-Finance", 2019

448 p.

MG'.Kenjayev, NSErnazarov (2022). Bank accounting, analysis
and audit (part 1). Textbook.

T.: “Nihol print” OK, 2022 –

208

p.
Z. Mamadiyarov, M. Makhmudova, M.Kurbanbekova (2021).
Bank work. Textbook.

T.:

"Innovative" development publishing house "house", 2021

160 b.
Sh.Z.Abdullaeva (2018). Money and banks. Textbook.

T.:

“Economics

-

Finance”, 2018 –

756 p.

U.Ganiyeva, 2021. Bank resources formation and use.
Magazine of new century innovations, Tashkent.
Muminova , P. I., & Umarov , Z. A. (2022). BANKLARDA

MIJOZLARGA

KO‘RSA

TILADIGAN

HISOB-KITOB

OPERATSIYALARI AUDITI. Educational Research in Universal
Sciences, 1(1), 113

124.

P.I. Sayitkulova , А.Z. Avlokulov. The International Audit

Standards and Composition of the AUDIT, as well as the

Importance of Tax Accounting. Материалы конференции,
Международные стандарты учета и аудита: практика
применения в условиях цифровой экономики 26

-29,

(2020).
Umarov Z. A., Muminova P. I. TIJORAT BANKLARIDA DEPOZIT
OPERATSIYALARI AUDITINING NAZARIY ASOSLARI HAMDA
YURITILISH TARTIBI //INTERNATIONAL CONFERENCES.

2022.

Т. 1. –

№. 1. –

С. 50

-54.

https:/ https://www.kapitalbank.uz//for-investors/reports-
and-presentations-uz/

References

AAOmonov, T.M.Koraliev (2019). Money and banks. Textbook. – T.: "Economics-Finance", 2019 – 448 p.

MG'.Kenjayev, NSErnazarov (2022). Bank accounting, analysis and audit (part 1). Textbook. – T.: “Nihol print” OK, 2022 – 208 p.

Z. Mamadiyarov, M. Makhmudova, M.Kurbanbekova (2021). Bank work. Textbook. – T.:

"Innovative" development publishing house "house", 2021 – 160 b.

Sh.Z.Abdullaeva (2018). Money and banks. Textbook. – T.: “Economics-Finance”, 2018 – 756 p.

U.Ganiyeva, 2021. Bank resources formation and use. Magazine of new century innovations, Tashkent.

Muminova , P. I., & Umarov , Z. A. (2022). BANKLARDA MIJOZLARGA KO‘RSATILADIGAN HISOB-KITOB OPERATSIYALARI AUDITI. Educational Research in Universal Sciences, 1(1), 113–124.

P.I. Sayitkulova , А.Z. Avlokulov. The International Audit Standards and Composition of the AUDIT, as well as the Importance of Tax Accounting. Материалы конференции, Международные стандарты учета и аудита: практика применения в условиях цифровой экономики 26-29, (2020).

Umarov Z. A., Muminova P. I. TIJORAT BANKLARIDA DEPOZIT OPERATSIYALARI AUDITINING NAZARIY ASOSLARI HAMDA YURITILISH TARTIBI //INTERNATIONAL CONFERENCES. – 2022. – Т. 1. – №. 1. – С. 50-54.