Where is the general ledger?

Overview of the General Ledger in Hedgi

The General Ledger provides a complete record of all your financial transactions and is key for overall business financial reporting.

In Hedgi, you can easily access your general ledger:

1. Go to the Transactions tab
2. Apply any date filters needed
3. Click “View Details” on any expense category to see the underlying transactions

Key Features:

• Displays all transactions from connected accounts chronologically
• Summarizes transactions into income and expense categories
• Enables date filtering to analyze specific periods
• Transaction details like date, description, amount are shown
• Downloadable as a CSV/Excel file for official ledger needs

Having an up-to-date general ledger centralizes your accounting data for better reporting, tracking income/expenses, monitoring cash flow, identifying errors, and more.

Hedgi makes your general ledger available at anytime with user-friendly controls to filter, analyze, and export your complete financial data.