Daily account balance

Wave_is_confusingWave_is_confusing Member Posts: 2

How do I see my account ledger and more importantly how do I see my daily account balance?


  • BarsinABarsinA Administrator Posts: 1,535 admin

    Hey there @Wave_is_confusing

    If you'd like to see your account transactions (general ledger) report head to Reports > Account transactions report (aka general ledger).

    Your daily account balances will be under the Accounting > Transactions page. At the top there is an all accounts drop down where you can see your account balances. Here is where you'll also categorize your transactions as well!

    If you haven't already checked out our HELP CENTER, feel free to do so for further assistance.

    Take care and have a great day!

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