How to Create a Ledger

A ledger represents a standard chart of ledger accounts. A ledger contains a discrete set of accounts and transactions and is guaranteed to include equal debit and credit entries at all times. This guide will outline the steps to create a new ledger using the Modern Treasury dashboard.

To create a new ledger object

1. Login to Modern Treasury
2. Navigate to the Ledgers section
3. Click 'Create New Ledger' in the upper right-hand corner
4. Title the Ledger (description and metadata are optional fields)
5. Click 'Create' to finish creating the Ledger