3.Creating Your First Ledger
Walkthrough for new users to create their first ledger, import accounts, and get ready for transactions.
Walkthrough for new users to create their first ledger, import accounts, and get ready for transactions.
This page explains what you see on the Ledger Overview screen, why each section exists, and where to add UI screenshots.
See how to review journal entries, find the right lines with filters, and post new entries with the required support.
Let AI read your documents, pick accounts, and draft balanced entries. This section shows the flow and where screenshots belong.
The system ledger is your billing home: see membership charges, add-ons, and invoices in one place.