Finance & Accounting
Double-entry bookkeeping, chart of accounts, ledger, expenses, budgets, and transfers — all in one module.
Chart of Accounts
Your chart of accounts is the backbone of your financial records. Every transaction is assigned to at least two accounts (debit and credit). Jeton creates default accounts when you set up your workspace — you can add custom ones at any time.
| Type | Examples | Normal Balance |
|---|---|---|
| Asset | Bank accounts, receivables, equipment | Debit |
| Liability | Loans, payables, credit card | Credit |
| Equity | Owner capital, retained earnings | Credit |
| Revenue | Client payments, service income | Credit |
| Expense | Software, payroll, rent, marketing | Debit |
Recording Expenses
- 1.Go to Finance → Expenses → New Expense
- 2.Select the expense category and account
- 3.Enter the amount and date
- 4.Optionally attach a receipt or note
- 5.Save — a debit/credit entry is automatically created in the ledger
Account Transfers
Moving money between your own accounts (e.g., from a checking account to savings) is recorded as a transfer. Transfers create offsetting ledger entries so your net position doesn't change — only the account balances shift.
Budgets
Create monthly or annual budgets per expense category. Jeton tracks your actuals against budgeted amounts in real-time, surfacing overspending via alerts in the Reports module.
General Ledger
The ledger is a chronological record of every debit and credit in your system. You cannot edit ledger entries — they are immutable. To correct an entry, create a reversing entry.