Skip to content

Chart of Accounts

Your list of ledgers — the accounts that postings go into — and the rules deciding which ledger a purchase lands in.

Mapping purchase categories to ledgers

The part of this screen that does real work is the mapping from purchase category to ledger. Each category can be pointed at an accounts-payable ledger, so purchases split by category in the books instead of all landing in one place.

An unmapped category still posts. It falls back to the default ledger, and the screen marks it so you can see which categories are relying on that fallback rather than on a choice someone made.

Why the split is worth setting up: if every purchase lands in one ledger, the books cannot tell you what you spend on produce against packaging against gas. The mapping is what makes that question answerable later, and it cannot be applied backwards to postings already made.

Categories are created elsewhere

Purchase categories are not created on this screen — they appear here as they are created in Manage. An empty mapping list usually means no categories exist yet, and the screen says so rather than showing a blank table.

What to check

  1. Which categories are unmapped? Those are going to the default ledger.
  2. Does the split match how you want to read your costs? The mapping is only useful if its categories are the ones you care about.