Overview
Ledgers are used to group similar balances together. It is the starting point for creating and managing balances in your workspace. By default, Blnk creates a General Ledger for you. This is best for grouping balances that belong to your organization, e.g.,@Revenue, @Fees, etc.
Consider grouping balances by:
- Use case, e.g., Wallets Ledger, Savings Ledger, etc.
- Product type, e.g., Credit Cards Ledger, Debit Cards Ledger, etc.
- Location, e.g., USA Customers Ledger, Japan Customers Ledger, etc.
- Currency, e.g., USD Ledger, EUR Ledger, etc.
- or other relevant criteria that make sense for your business.
Create Ledgers
To create a new ledger:- Click Create ledger in the top-right corner of the Ledgers table.
- Provide a name for your ledger. Optionally add custom fields to enrich it with additional information.
- Click Create ledger.
Only users on the Lite and Pro plan can create ledgers.
Working with Ledgers
View ledger details
Click a ledger to see its summary details, including the number of balances and transactions. For more details, select Full info in the top-right corner of the summary. To view balances linked to the ledger, go to the Balances section in the ledger details page and click View all balances. This opens the Balances table, showing the full list of balances under the ledger. Click the Refresh button on the Ledgers table to get the latest ledger data from your instance.
Create a balance in a ledger
To create a balance in a ledger you are viewing:- Click on Create balance at the top right of the details page.
- 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.
- 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.
- Click Create balance to finish.