General Ledger

The central accounting spine. All recorded financial activities map here.

Configuration

Financial Intelligence

Action Required: Uncoded Card Transactions

You have 5 card transactions that need to be coded to a GL account and mapped to a Vendor.

MTD Spend (Debits)
$74,493
Across all cost centers
MTD Revenue (Credits)
$67,844
Recognized income
Est. Cash Position
$1,250,000
Across connected banks
Read-only System of Record
Debits = Credits
DateDescriptionAccountSourceDebitCreditBalance
2026-05-28Posted: 2026-05-28
Meta Platforms Inc.Txn: lp-1
5000 — Paid Media — Facebook$5,000-$5,000 DR
2026-05-29Posted: 2026-05-29
ZapierTxn: lp-2
6000 — Software & Tools$199-$5,199 DR
2026-06-01Posted: 2026-06-01
CloseCRMTxn: lp-3
6000 — Software & Tools$1,450-$6,649 DR
2026-05-31Posted: 2026-06-01
Tanner R.Txn: lp-4
5100 — Closer Commissions$3,410-$10,059 DR
2026-05-31Posted: 2026-06-01
Tanner R.Txn: lp-4b
5100 — Closer Commissions$800-$10,859 DR
2026-05-31Posted: 2026-06-01
NikoTxn: lp-5
6300 — Payroll — Base / Mgmt$1,634-$12,493 DR
2026-05-31Posted: 2026-06-01
Tanner R.Txn: lp-6
2100 — Commissions Payable-$4,210$8,283 DR
2026-05-31Posted: 2026-06-01
NikoTxn: lp-7
2100 — Commissions Payable-$1,634$6,649 DR
2026-06-02Posted: 2026-06-02
StripeTxn: lp-8a
1200 — Accounts Receivable$50,000-$56,649 DR
2026-06-02Posted: 2026-06-02
StripeTxn: lp-8b
4000 — Wix Affiliate (Core)-$50,000$6,649 DR
2026-06-02Posted: 2026-06-02
StripeTxn: lp-9a
1200 — Accounts Receivable$12,000-$18,649 DR
2026-06-02Posted: 2026-06-02
StripeTxn: lp-9b
4030 — Base44 Revenue-$12,000$6,649 DR