Transactions

A commit is one batch of work. Open it, check every line, finalize it.

57 seconds, with voice and captions. The company on screen is a demo with invented books.

The steps

Open 3 — Transactions. Each card is one commit — one statement, one import, or one entry.
The badge in the menu counts the commits still open. Filter the cards: In review, Awaiting evidence, Finalized.
Open a commit. Every line shows the account LedgerDock chose. Change a line by picking another account — your choice is remembered next month.
“Categorize all” sorts the lines vendor by vendor. Then “Approve” the lines you have checked.
“Finalize commit” works only when four checks pass: every line has a source account, an account, an approval, and the total ties to the statement.
Finalizing writes the lines to the ledger and locks the commit.

Every word, written out

This is Transactions. Step three. The work surface.

Each card is one commit. One statement, one import, or one entry. The badge in the menu counts the commits still open.

Filter the cards. In review. Awaiting evidence. Finalized.

Open a commit, and every line shows the account LedgerDock chose.

Disagree with a line? Pick another account. Your choice is remembered next month.

Categorize all sorts the lines vendor by vendor. Then approve the lines you have checked.

Finalize commit works only when four checks pass. Every line has a source account, an account, and an approval. And the total ties to the statement.

Finalizing writes the lines to the ledger, and locks the commit. That is the only way anything reaches the books.

Try it on your own books. One set of books is free.