Users in Ledger can access an account's details by viewing its register from the Chart of Accounts view.
To view an account's register,
- Navigate to the Chart of Accounts view and find the account or account type you want to view.
- Click the arrow to the far right of the account name.
Below the account name, relevant information about the account is visible, like account number, account type, and whether it allows for transactions or budgets. To the far right, the current total for the account is displayed.
Further down, there are additional tabs relating to the account.
- Overview - This ledger-like list shows all transactions related to the current account within a date range. Users can edit the date range as needed by clicking inside the field to select a beginning and ending date. Transactions can be clicked on for more information and users can click the pencil icon to edit the transaction or the arrow icon to view the transaction details.
- Ancestry - This tab shows the relationship between the current account and other accounts with the same account type. Clicking on different accounts will navigate to other account detail views. What is visible can be printed.
- Charts - This graph shows the recent activity of the account.
- Reconciliation - If the account allows for reconciliation, this tab will show all previous reconciled sessions as well as the ability to start (or continue) a reconciliation.
Use the available action buttons on the right side to either print or export the contents on each tab.