// MODULE: ACCOUNTS & TRANSACTIONS

Manage Ledgers, Budgets, Depreciation, and Financial Flow at Scale

The Accounts & Transactions module is an enterprise-grade internal ledger system for tracking transactions, organizing financial data, forecasting budgets, and managing depreciation. Designed for flexibility, it supports complex multi-account systems with built-in tools for recurring activity, imports, and long-term asset tracking.

Core Features

• Custom Account Structures: Build income, expense, asset, liability, and equity accounts tailored to your operation
• Manual + System Transactions: Enter transactions manually, auto-log system events, or set up recurring billing
• Budget Planning Utility: Set monthly or annual budgets by account or category and track spending progress
• Transaction Import: Import CSV/Monarch files and assign transactions via rule-based matching
• Asset Depreciation Tracking: Track asset value decline over time using customizable depreciation rules
• Audit-Ready Logs: Maintain a full edit and entry trail for compliance or review
• Multi-Entity Ready: Track balances across multiple projects, divisions, or business segments (configurable)

Used In

• Departmental and operational budgeting
• Recurring service and subscription revenue
• Financial asset management with long-term tracking
• High-visibility internal accounting without third-party tools

Optional Integrations

• 🧾 Invoices & Quotes – Link billed amounts directly to income accounts
• 📈 Subscription Management – Manage recurring financial impact by tier
• 📊 Custom Reporting – Create summaries by category, period, or segment
• 📂 Estimation Tool – Forecast future work and related financial planning