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Documentation Index

Fetch the complete documentation index at: https://guide.cloud.blnkfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

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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.
Ledgers you have created will show up on the Ledgers table in your workspace. Ledgers table showing existing ledgers

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Create ledgers

To create a new ledger: Create ledger form with name and custom fields
  1. Click Create ledger in the top-right corner of the Ledgers table.
  2. Provide a name for your ledger. Optionally add custom fields to enrich it with additional information.
  3. Click Create ledger.
Your new ledger will show up on the Ledgers table.

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Working with ledgers

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View ledger details

Click a ledger to see its summary details, including the number of balances and transactions.

Ledger details

Learn more about navigating the ledger details page.

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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.