How to Add a Journal Entry in Inkle Books

Step 1: Navigate to Journal Entries

In the left sidebar of Inkle Books, click on Accounting to expand the section, then select Journal Entries. You'll land on the Journal Entries list page, which shows all existing entries with their date, source, title, type, basis, and amount.

Step 2: Open the Add Journal Entry Form

Click the Add journal entry button in the top-right corner of the page. A modal dialog will appear titled "Add Journal Entry" with the note: "Please make sure the total debit amount matches the total credit amount."

Step 3: Fill in the Entry Header

The form header has four fields:

• Date - Defaults to today's date (e.g. May 12, 2026). Click the calendar icon to change it.
• Journal entry title - Give your entry a meaningful name (e.g. "Office Rent – May 2026").
• Type - Use the dropdown to select the entry type (e.g. Accounts Receivable, Others).
• Basis - Defaults to Accrual. Change via the dropdown if needed.

If this is a repeating entry, check the "This is a recurring entry" checkbox.

Step 4: Fill in the Line Items

The form shows Line Items for Accrual Basis with at least two rows pre-populated (LT101, LT102). For each line item, fill in:

• Description - A brief note about what this line represents.
• Vendor - Select a vendor from the dropdown (optional).
• Category - Select the account category from the dropdown.
• Classes - Click + Add to assign a class if needed.
• Debit - Enter the debit amount in dollars.
• Credit - Enter the credit amount in dollars.

The Total row at the bottom automatically sums your debit and credit columns. These totals must match before you can save.

Need more rows? Click Add more to insert additional line items.

Step 5: Save the Entry

Once your debits and credits balance:

• Click Add (bottom-right) to save the journal entry.
• Click Cancel to discard and close the form.

Your new entry will appear in the Journal Entries list, sorted by entry date.

Tips

• Inkle Books automatically generates entries for connected data sources (e.g. Stripe invoice entries). Manual entries you create will show with a "Manually added" source indicator in the filter bar.
• To filter your journal entries, click the filter icon (funnel) next to the search bar. You can filter by:
  
  • Date - narrow entries to a specific date range
  • Type - filter by entry type (e.g. Accounts Receivable, Others)
  • Basis - filter by Accrual or Cash basis
  • Source - choose between Manual (entries you've added yourself) or System (entries auto-generated by Inkle Books)
  • Status - filter by Active or other statuses
  • Others - additional filter options
    
    

Active filters appear as chips at the top of the list (e.g. Manually added, Active) and can be removed by clicking the × on each chip.