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Ledger Health Guide

R
Written by Richard Pasquin
Updated this week

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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