Creating Charts, Accounts, and Wallets Manually in Console
You can build a full chart structure in Console, using the UI. This includes creating a chart, then adding accounts and wallets under it. The process is fully manual, step-by-step, and is useful for managing your chart structure.
Step 1: Create a Chart
In Console, go to the Ledger section from the side menu.
Click on Chart Management.
Click the + New chart button.
A modal will open titled "New chart".
Enter a Chart name (without spaces) in the input field.
Click Create chart.
Your new chart will now appear in the list on the Chart Management page.
Step 2: Add an Account to the Chart
In the Chart Management list, locate the chart you just created.
Click the arrow icon next to the chart name to expand it.
Click + New account.
A modal will open titled "New account".
Enter an Account name.
Optionally, click + Add tags to add short labels (e.g.,
finance,premium).Optionally, click + Add attributes to add metadata in key-value format (e.g.,
owner=ops,region=APAC).Click Create account.
Tags and Attributes in Chart Structure Setup
Tags and attributes are metadata that help describe and categorize your chart structure. You can apply them to accounts and wallets during creation (or afterward for attributes).
Tags
Simple, short labels used to group or filter accounts.
Example tags:
premium,internal,expense.
Attributes
Key-value pairs used to define detailed metadata.
Example:
On an account:
owner=finance-deptOn a wallet:
region=EU,source-system=ERP
These metadata elements don’t just help with organization—they also support integration and operational logic later on. For example, attributes applied during chart setup can be used in reporting, downstream processes, or to drive rules in the ledger later.
It’s a good practice to plan your tag and attribute strategy up front to ensure consistency across customer charts.
Step 3: Add a Wallet to the Account
Inside the account view, click + New wallet.
A modal will open titled "New wallet".
Fill in the following fields:
Wallet name (required)
Currency - Select from the dropdown
Decimal places - e.g., 2 for currencies like USD or EUR
Accounting type - Choose from Asset, Liability, etc.
Optionally, click + Add attributes to include metadata (e.g.,
linked-customer=123,currency-region=EU).Click Create wallet.
⚠️ Note: Once the wallet is created, you won’t be able to change its name, currency, decimal precision, or accounting type. Only attributes can be added or updated later.
This process can be repeated for any number of charts, accounts, and wallets. It’s especially useful when building setups one customer at a time or when visual confirmation is needed.
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