> For the complete documentation index, see [llms.txt](https://docs.crewcost.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.crewcost.com/documentation/accounting-transactions/create-a-journal-entry.md).

# Create a Journal Entry

Journal entries help track financial transactions that are not linked to specific invoices or bills. They make it easy to record adjustments, accruals, or corrections, keeping your accounts accurate. By balancing debits and credits, you ensure that your financial records stay organized.

To add a jew journal entry:\
\
1\.   Navigate to the **New** button located in the top right corner of the screen.

2. Under the **Other** section, select **Journal Entry**.

<figure><img src="/files/MjdAwubwALItQtJ0zgcF" alt=""><figcaption></figcaption></figure>

3. If the journal entry is associated with a specific job, select the appropriate job. If not, use the **Account** field to categorize the entry.
4. (Optional) You can also add new items by clicking **New Item**.
5. &#x20;Ensure that **Debits** and **Credits** are balanced.
6. Review all details and select **Create Journal Entry** to complete the process.

<figure><img src="/files/cuCfyMSOYLoZwakxObA1" alt=""><figcaption></figcaption></figure>

7. (Optional) After creating a new journal entry, you can select the edit icon to update information.

<figure><img src="/files/fMG1m6BPuQXZ1tvNaJfo" alt=""><figcaption></figcaption></figure>

With your journal entry created, your financial records remain accurate and up to date.

### See also&#x20;

Keep exploring our platform by taking the next step:

* [Connect Bank Accounts via Plaid](/documentation/accounting-configuration/connect-bank-accounts-via-plaid.md): Connecting your bank account through Plaid allows CrewCost to securely sync financial transactions directly from your financial institution.
* [Setting Up Recurring Transactions](/documentation/accounting-transactions/set-up-recurring-transactions.md): Learn how to set up automated recurring journal entries (e.g., depreciation) and bills.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.crewcost.com/documentation/accounting-transactions/create-a-journal-entry.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
