> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blnkfinance.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Learn what ledgers are and how they work.

The Blnk system uses [ledgers](/ledgers/introduction) 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](/cloud/ledgers/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:

<Steps>
  <Step title="Create ledger">
    Click `Create ledger` in the top-right corner of the `Ledgers` table.

    <Frame>
      <img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/ledgers/create-ledger-open.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=4d83d688cebb10378b60a946ef72c488" alt="Ledgers table with the Create ledger control in the header" className="rounded-lg" width="1366" height="768" data-path="cloud/img/ledgers/create-ledger-open.png" />
    </Frame>
  </Step>

  <Step title="Enter the ledger name">
    Provide a name for your ledger. Optionally add metadata.

    <Frame>
      <img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/ledgers/create-ledger-form.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=b8b7bcc37e5db7f8a0c5a40667f85996" alt="Create ledger form with name and metadata" className="rounded-lg" width="1366" height="768" data-path="cloud/img/ledgers/create-ledger-form.png" />
    </Frame>
  </Step>

  <Step title="Complete">
    Click `Create ledger` to complete. Your new ledger appears in the `Ledgers` table.

    <Frame>
      <img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/ledgers/create-ledger-result.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=e74deffde9e5c057983bbfde37f22150" alt="Ledgers table showing a newly created ledger" className="rounded-lg" width="1366" height="768" data-path="cloud/img/ledgers/create-ledger-result.png" />
    </Frame>
  </Step>
</Steps>

***

## Working with ledgers

### View ledger details

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

<Frame>
  <img src="https://mintcdn.com/blnk/V1zKD8N18ifO090g/cloud/img/ledgers/ledger-details-page.png?fit=max&auto=format&n=V1zKD8N18ifO090g&q=85&s=5facd03ca541dab61d93cc40e8b2b864" alt="Ledger details page showing summary and balances section" className="rounded-lg" width="1366" height="768" data-path="cloud/img/ledgers/ledger-details-page.png" />
</Frame>

<Card title="Ledger details" iconType="duotone" icon="file-text" href="/cloud/ledgers/details">Balances, transactions, and ledger metadata.</Card>

***

## 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](mailto:support@blnkfinance.com) or [join our Discord community](https://discord.gg/7WNv94zPpx).

**Need help with your product?**

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