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Income and expense tracking with auto-entries from payments

General Ledger

An income and expense ledger with automatic entries from invoice and POS payments, transaction categorization, and export capabilities for your accountant.

General Ledger

Key Benefits

How General Ledger helps you work smarter

Automatic Payment Entries

When clients pay invoices or make point-of-sale purchases, the payments are automatically recorded in the ledger as categorized income entries.

Expense Categorization

Manually log expenses and categorize them by type for clear tracking of where your money goes throughout the year.

Export for Your Accountant

Export your complete ledger data in standard formats so your accountant can import it into their professional tools at tax time.

Running Totals

See running income and expense totals by category, month, and quarter to stay on top of your financial position throughout the year.

Full Capabilities

Everything included with General Ledger

Income entry tracking with categorization
Expense entry logging with categories
Automatic entries from invoice payments
Automatic entries from point-of-sale transactions
Category-based income and expense breakdown
Monthly and quarterly financial summaries
Ledger data export for accountant review
Transaction search and date range filtering
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General Ledger Questions

Common questions about General Ledger

The General Ledger is a bookkeeping tool for tracking income and expenses. For full double-entry accounting, tax filing, or compliance reporting, export your ledger data for your accountant to work with in their preferred tools.

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