Account ledger
Bank-statement-style view of any single account — every transaction, in date order, with a running balance.
Click any account name anywhere in the app (chart of accounts, journal entry, report) to land on its ledger. It's the most useful single page in Axerity.
What you see
The page looks like a bank statement:
- Opening balance row at the top (the account's position at the start of the selected period).
- One row per transaction that touched this account: date, description, contra-account links, debit, credit, running balance.
- Closing balance row at the bottom.
The in/out arrows
Each row has a small directional pill:
- Green ↓ — money flowing into the account, in its natural direction.
- Red ↑ — money flowing out.
For Cash, deposits are green and expenses are red. For Credit Card, charges are red (the liability grew, meaning you owe more) and payments are green (you paid it down). Same idea everywhere — the pill matches intuition regardless of debit/credit conventions.
Contra accounts are linked
In the description column, you'll see things like:
Acme Co — website dev · from Service Revenue
The "from Service Revenue" is a clickable link. Click it, you jump to the Service Revenue ledger and see the same transaction going the other way. Hop back and forth — double-entry, navigable.
Period picker
Same as the other reports: All time / This month / This year / Custom. The opening balance row reflects whatever the account stood at right before the period started.
Why this is the page bookkeepers live in
When a question comes up — "what was that $1,200 thing?" "did we actually pay for Adobe in March?" — the answer is almost always on an account ledger. Pull up Cash, scroll. Pull up Software, scroll. The running balance makes anomalies obvious.