Add Journal Entry

Create a manual journal entry with debit and credit lines that follow the double-entry rule.

1 min read

The Add Journal Entry page lets you record a manual financial transaction. Use it for adjustments, transfers, owner drawings, expense allocations, or any other entry that is not automatically generated by sales, purchases, or payments.

Navigate here from the sidebar: Accounting → Add Journal Entry.

You can also reach this form by clicking + Add Journal on the Journals page.

Create Journal Entry
Full form with transaction date, description, journal lines, and Post Journal button.

Page overview

Element	What it does
Transaction Date	Date of the journal entry (required)
Journal Description / Reference	Narrative that explains the purpose of the entry (required)
JOURNAL LINES	Debit and credit rows that make up the entry
+ Add Ledger Row	Adds another debit or credit line
TOTAL	Live totals for Debit and Credit columns
Cancel	Discards the entry and returns to the previous page
+ Post Journal	Saves and posts the entry to the ledgers

Header fields

Field	Required	Description
Transaction Date	Yes	Defaults to today. Click the calendar icon to change it.
Journal Description / Reference	Yes	Short narrative for the entry (for example “Owner capital introduced” or “Office rent for September”).

Journal lines

Every journal entry must follow the double-entry rule: total debits must equal total credits. The form enforces a minimum of two lines.

Column	Description
ACCOUNT NAME	Select an account from the Chart of Accounts. Start typing to search.
NOTE / MEMO	Optional line-level note for extra context.
DEBIT	Amount to debit this account. Enter `0.00` if the line is a credit.
CREDIT	Amount to credit this account. Enter `0.00` if the line is a debit.
Delete Icon	Removes the line.

Journal lines table
Account Name, Note / Memo, Debit, Credit columns and delete icon.

Adding more lines

Click + Add Ledger Row at the bottom of the table to insert an additional debit or credit line.

Totals

The TOTAL row at the bottom of the table shows the running sum of all Debit amounts and all Credit amounts. Both totals must be equal before you can post the entry.

The form shows the message Min. 2 lines required (double-entry rule) as a reminder that every journal needs at least one debit and one credit.

Posting the entry

Fill in Transaction Date and Journal Description / Reference.
Select an account and enter either a Debit or Credit amount on the first line.
Select a different account and enter the balancing amount on the second line.
Add more lines if the entry involves more than two accounts.
Confirm that the Debit and Credit totals are equal.
Click + Post Journal.

Once posted, the entry appears in:

Journals with type MANUAL and status POSTED
Daybook under the selected date
The individual Ledger of every account used in the entry

Cancel and Post Journal buttons
Cancel discards the entry. Post Journal saves and posts it to the ledgers.

Example

A simple transfer of ₹5,000 from Cash to a Bank account:

Account Name	Note / Memo	Debit	Credit
Bank Account – HDFC	September transfer	`5000.00`	`0.00`
Cash in Hand	September transfer	`0.00`	`5000.00`

Totals: Debit ₹5,000.00 = Credit ₹5,000.00

Common mistakes

Debits do not equal credits

The form will not allow you to post an unbalanced entry. Always check the TOTAL row before clicking Post Journal.

Leaving the description blank

Journal Description / Reference is required. A clear narrative makes the entry easy to understand later in the Daybook and Journals list.

After posting

Journals

View the entry you just posted along with all other journals.

Daybook

See the new entry in the chronological transaction list.

General Ledger

Open any account used in the entry to see its running balance.

Trial Balance

Confirm that total debits still equal total credits across all accounts.

Daybook

Accounting Dashboard