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Trio Ledger Guides

Simple explanations for keeping your books and using Trio Ledger.

Getting Started with Trio Ledger

Set up the books, record new activity, review uncertain items, and understand the basic Trio Ledger workflow.

Tell Trio Ledger what the business already had or owed when its records began, without duplicating later activity.

Bring summarized account amounts into Trio Ledger through a cutoff date, then start recording new activity.

Record business income while keeping owner contributions, borrowed money, and transfers out of revenue.

Record ordinary business spending without counting transfers, debt payments, or owner activity as expenses.

Move money between the business’s own accounts without creating income or an expense.

Keep owner contributions and withdrawals separate from business income and expenses.

Separate borrowed money, loan principal, and interest, including payments that still need review.

Record the expense when the card is used and the later payment as a reduction of the card balance.

Track significant business property and record whether it was paid with cash, credit, or financing.

Understand what Trio Ledger’s two financial statements show and how their report dates differ.

Give your bookkeeper access to your business and manage their access when needed.