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Overview

The Ledger details page gives you a complete view of a ledger — including its summary information, linked balances, and all related activity. Ledger details page showing summary and balances section

Summary section

At the top, you’ll see your ledger information:
DetailsDescription
NameThe name of the ledger
BalancesNumber of balances currently in this ledger
TransactionsTotal number of transactions involving this ledger
Date createdWhen the ledger was created
Ledger IDUnique identifier for the ledger
For more details, select Full info in the top-right corner of the summary.

Create a balance in a ledger

To create a balance in the ledger you are viewing: Create balance form within a ledger
  1. Click on Create balance at the top right of the details page.
  2. Enter the currency for the balance.
    • Use the ISO 4217 code for fiat currencies.
    • Use the ticker symbol for crypto.
    • Use a unique identifier for custom assets.
  3. Assign an identity — You can link the balance to an identity for easier tracking and reporting. To do this, check the option, search by identity name and select from the dropdown, or paste the identity ID.
  4. Click Create balance to finish.

Metadata

The metadata section allows you to add custom information to your ledger. You can store additional details, tags, or any other data that helps you organize and manage your ledger.

Edit metadata

To edit metadata: Edit metadata button in the Additional information section
  1. Navigate to the Additional information section.
  2. Click the Add or Edit button at the top right of the section.
  3. Use the code editor to add new metadata or update existing metadata.
  4. Click Update to apply your changes.
Metadata code editor interface for adding and editing custom data
When updating metadata, any fields you don’t include in your update will remain unchanged. Blnk adds your new values to the existing metadata instead of deleting them. To remove a value, set it to an empty string.

Need help?

If you’re having trouble with Blnk Cloud, don’t hesitate to send us a message via email at support@blnkfinance.com or send us a message here.