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How to Create a Journal Entry

Once you've configured your chart of accounts and automations, you can create manual journal entries to affect the balances of these accounts from the + quick action button in the top right corner of Finance > Ledgers. Manual journal entries allow you to specify any number of debits and credits to any of your unarchived accounts (as long as total debits = total credits). You can also specify a date, notes for each journal entry line, and an overall memo. These entries appear in Ledgers and affect each account’s balance, just like automated journal entries.
 
You can review journal entries you create in the Ledgers screen, where you can view and export either the general ledger (all journal entries across all accounts) or the ledger for a specific account.

 

To create a journal entry:

  1. Navigate to Finance > Ledgers
  2. Press the plus sign on the top right
  3. Select New journal entry from the dropdown menu
  4. Enter the required information
  5. Press Save & close