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The Blnk system uses ledgers to group similar balances together, serving as 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.

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Create ledgers

To create a new ledger:
1

Create ledger

Click Create ledger in the top-right corner of the Ledgers table.
Ledgers table with the Create ledger control in the header
2

Enter the ledger name

Provide a name for your ledger. Optionally add metadata.
Create ledger form with name and metadata
3

Complete

Click Create ledger to complete. Your new ledger appears in the Ledgers table.
Ledgers table showing a newly created ledger

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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 page showing summary and balances section

Ledger details

Balances, transactions, and ledger metadata.

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Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool. To ask questions or discuss issues, please contact us or join our Discord community.