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How do I add/delete a new journal entry? (Pro)
How do I add/delete a new journal entry? (Pro)
Updated over a week ago

If you have your bank accounts and/or credit card linked to Hurdlr, you should be categorizing your transactions directly in the Income and Expense Dashboards. From these Dashboards, you’ll be able to categorize transactions to the appropriate GL accounts such as categorizing a transaction in the Expenses Dashboard as an Asset purchase. Categorizing your transactions will automatically update your General Ledger and Balance Sheet accordingly but still allow you to clearly see which bank transactions link to which accounts.

Please consult your bookkeeper or accountant before making manual journal entries. You can even invite your accountant to make manual journal entries on your behalf.

To Add a New Journal Entry

There are times when you might need to make a manual journal entry to account for something that is not an Expense or Income transaction, and that did not originate from a bank or credit card account.

There are 2 ways to do so:

From the Journal

  1. On the web app, clicking Accounting on the left side of the screen and select Journal

  2. Click ‘+ Add Entry’ in the top right corner

  3. Enter the entry details

  4. Click ‘Save’

From the General Ledger

  1. On the web app, clicking Accounting on the left side of the screen and select 'General Ledger'

  2. Click '+Add Transaction' in the top right corner

  3. Select 'Journal Entry' from the list of options

  4. Enter the entry details

  5. Click ‘Save’

To Delete a New Journal Entry

If you made a mistake while entering a manual journal entry, you can delete the manual journal entry that you made.

If you previously edited your journal entry, deleting the journal entry will also remove any entries that accounted for the edits.

There are 2 ways to do so:

From the Journal

  1. On the web app, clicking Accounting on the left side of the screen and select Journal

  2. Click on the manual journal entry that you added

  3. In the expanded view, click ‘Delete Journal Entry’ (this will permanently delete this manual journal entry)

  4. Click ‘Yes’ to confirm that you want to delete this journal entry

From the General Ledger

  1. On the web app, clicking Accounting on the left side of the screen and select 'General Ledger'

  2. Click on the manual journal entry that you added

  3. In the expanded view, click ‘Delete Journal Entry’ (this will permanently delete this manual journal entry)

  4. Click ‘Yes’ to confirm that you want to delete this journal entry

Hurdlr will automatically make a corresponding journal entry as you tag your income and expenses, so it’s not possible to delete journal entries tied to a transaction. If you need to change these entries, you would need to edit the original income/expense transaction, which would create an updated GL entry.

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