How do I create and view Journal Entries in Traction?

In this article, we'll walk through the process of adding a manual Journal Entry in Traction.

📝 A new Journal Entry workflow was released in February 2025.

🤔 If you are attempting to enter your depreciation information and are unsure about what values you should use, please speak with your accountant.

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Adding a Journal Entry
Reviewing an Account's Journal Entries

Adding a Journal Entry

1. Under Accounting, open up the Chart of Accounts, click New, and then Journal Entry.

2. In the New Journal Entry screen, you will need to select your Entity and include a Date.

The Memo and Attachments are optional, but strongly encouraged to help make future references easier.

3. Once you have the top section filled out, you can add your specific entry details for the Account, Description, Debit, and Credit.

The Debit and Credit totals need to equal $0 before you can save.

You can add additional rows using the + Add Rows button.

4. Once you have confirmed everything looks good, you can click Save & Close or click on the arrow to select Save & New to save this journal entry and start another one.

Reviewing an Account's Journal Entries

A Journal Entry report will be released later in 2025.

1. Under Accounting, open up the Chart of Accounts, locate the account you want to view the journal entries for and click the balance to open the transaction history for this account.

2. A listing of all transactions will be displayed, including journal entries.

🗓️ You may need to adjust the date range to view your journal entry. The default is set for the current calendar year.

3. Clicking on a transaction will allow you to review the details, make changes, or void the journal entry in its entirety.