Use the ledger
The ledger is the transaction search and inspection workspace. Use it when you need to see the detail behind a report, dashboard card, or AI explanation.
What the ledger is for
The ledger is where posted activity can be searched, filtered, opened, and exported.
It is different from the review queue. The review queue is for items that still need approval. The ledger is for activity that has already landed in the books.
If a report number, dashboard card, or AI answer looks surprising, use the ledger to inspect the source transactions.
Use search, account, date range, and scope filters.
Click a row to open the transaction detail drawer.
Export the filtered result when you need a CSV.
Search and filters
Use search when you know a payee, description, category, or amount.
Use date filters when you are reviewing a month, quarter, year, or recent period. Quick date presets help you jump to common ranges like month-to-date, last month, last 90 days, and year-to-date.
Bank activity vs all postings
The ledger can show bank activity or all ledger postings.
Bank activity is the simpler view for most users. It focuses on the bank-side transactions that owners recognize from the feed.
All ledger postings is broader. It can include accounting-side entries that matter for reports but may not look like a normal bank feed row.
Transaction details
Click a ledger row to open the transaction detail drawer.
The drawer should show the useful category, bank account, amount, date, and transfer details when the item is a transfer. If a transaction is miscategorized, use the review queue, AI task approval flow, or category cleanup process to correct it.
Exports
Use Export CSV when you need to share filtered transaction data.
Exports follow the current filters. If you need a specific month, account, or payee, filter first and export second.
Read reports next
Reports summarize the ledger into Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, and tax-readiness views.
Read reports guide