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Ledger Health Guide

R
Written by Richard Pasquin
Updated over 3 weeks ago

In the Reconciliation module, the Ledger Health tool is designed to ensure the accuracy and consistency of your financial data. This automated utility helps maintain a clean ledger by identifying and removing invalid entries, ensuring that your reporting reflects true account activity.​

Key Functions:

  • Automated Clean-up: The tool automatically finds and cleans transactions that have no active source, preventing "ghost" data from skewing your balances.​

  • Integrity Check: By clicking Check Health, you can initiate a scan to verify that all transaction records are properly linked to valid, active sources.

  • One-Click Maintenance: If discrepancies are found, the Clean Ledger button allows you to instantly purge invalid records, restoring the integrity of your transaction history.​

This feature is essential for keeping your books audit-ready, as it proactively eliminates data artifacts that can accumulate during complex wallet synchronizations or API updates.

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