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Fundamentals

The General Ledger

Sorting transactions by account — the bridge between recording and reporting.

Why This Matters

Journal entries record transactions in chronological order—the sequence they happened. But that's useless if you want to know "How much cash do we have?" or "How much do we owe suppliers?"

For that, you need the general ledger—a tool that reorganizes journal entries by account so you can track balances and see the complete picture of each account at a glance.

Without the general ledger, you'd have to search through hundreds of journal entries just to find out how much money you have. With it, you flip to the Cash account and instantly see the balance.

What Is the General Ledger?

The general ledger is a collection of all accounts (T-accounts) where journal entries are posted and organized.

Think of it like a filing system:

Journal

One big pile of receipts organized by date

General Ledger

Receipts sorted into folders by category

The Flow of Accounting Data

Transaction Happens

Business activity occurs

Write Journal Entry

Chronological order

Post to General Ledger

Organized by account

Prepare Financial Statements

Using ledger balances

The general ledger is the bridge between recording transactions and preparing financial statements.

How Posting Works

Posting is the process of transferring information from the journal to the general ledger.

1

Take a Journal Entry

January 5, 2026
Cash$5,000
Sales Revenue$5,000
(Cash sale to customer)
2

Post the Debit to the Cash Account

In the general ledger, locate the Cash T-account and record the $5,000 debit:

Cash
Debit
Jan 55,000
Credit
3

Post the Credit to the Sales Revenue Account

In the general ledger, locate the Sales Revenue T-account and record the $5,000 credit:

Sales Revenue
Debit
Credit
Jan 55,000

That's it! The journal entry is now "posted" to the ledger.

A Real General Ledger Example

Let's say you own a small business. Here are your journal entries for January:

GENERAL JOURNAL — JANUARY 2026
DateAccount NameDebitCredit
Jan 1Cash
Owner's Equity
(Initial investment)
50,000
50,000
Jan 2Equipment
Cash
(Purchased computers)
15,000
15,000
Jan 5Cash
Service Revenue
(Completed project for client)
8,000
8,000
Jan 10Supplies
Accounts Payable
(Purchased supplies on credit)
2,000
2,000
Jan 15Salary Expense
Cash
(Paid employee wages)
3,000
3,000
POST TO LEDGER

GENERAL LEDGER — JANUARY 2026

Cash
Debit
Jan 150,000
Jan 58,000
58,000
Credit
Jan 215,000
Jan 153,000
18,000
Balance: $40,000 (Dr)
Equipment
Debit
Jan 215,000
Credit
Balance: $15,000 (Dr)
Supplies
Debit
Jan 102,000
Credit
Balance: $2,000 (Dr)
Accounts Payable
Debit
Credit
Jan 102,000
Balance: $2,000 (Cr)
Owner's Equity
Debit
Credit
Jan 150,000
Balance: $50,000 (Cr)
Service Revenue
Debit
Credit
Jan 58,000
Balance: $8,000 (Cr)
Salary Expense
Debit
Jan 153,000
Credit
Balance: $3,000 (Dr)

Understanding Account Balances

After posting all journal entries, each account has a balance—the net total of all debits and credits.

Debit Balance Accounts

(Assets, Expenses)

Balance = Total Debits − Total Credits

Credit Balance Accounts

(Liabilities, Equity, Revenue)

Balance = Total Credits − Total Debits

Example: Cash Account Balance

Cash
Debit
50,000
8,000
58,000
Credit
15,000
3,000
18,000

Total Debits: $58,000

Total Credits: $18,000

Balance = $58,000 − $18,000 = $40,000

Cash has a debit balance of $40,000 (which makes sense—assets go on the left side with debits).

The Real-World Process

Here's how a real accounting department does it:

1. Daily Recording

Accountant records all transactions in the general journal (chronologically).

2. Weekly or Monthly Posting

The same (or different) accountant takes the journal entries and posts them to the general ledger accounts.

3. Verification

After posting, the accountant prepares a trial balance to verify that total debits equal total credits.

4. Financial Statements

Using the ledger balances, the accountant prepares the income statement, balance sheet, and cash flow statement.

Key Features of the General Ledger

Organized by Account

Each account gets its own page (or T-account) in the ledger.

Shows Complete History

Every debit and credit to an account is visible, making it easy to track changes.

Calculates Balances

The running balance shows you exactly where each account stands at any point.

Ready for Financial Statements

Once all entries are posted, you can pull the final balances and create financial statements.

Allows For Corrections

If an error is found in the ledger, it can be corrected without going back to the journal.

Manual vs. Digital Ledgers

Manual (Old School)

CASH ACCOUNT (General Ledger Page 1)
DateExplanationRefDebitCreditBalance
Jan 1InvestmentJ150,00050,000
Jan 2EquipmentJ115,00035,000
Jan 5RevenueJ18,00043,000
Jan 15SalaryJ13,00040,000

Ref column = Reference to which journal page the entry came from

Digital (Modern)

Most accounting software (QuickBooks, Xero, Sage) does this automatically:

  1. 1You enter the journal entry in the system
  2. 2The software automatically posts it to the ledger
  3. 3Account balances update instantly
  4. 4Financial statements generate automatically

You never manually post in modern accounting.

Common Ledger Accounts

Here are the accounts you'll find in most general ledgers:

Assets

(Left Side / Debit Balance)

  • Cash
  • Accounts Receivable
  • Inventory
  • Equipment
  • Buildings
  • Land

Liabilities

(Right Side / Credit Balance)

  • Accounts Payable
  • Salaries Payable
  • Notes Payable
  • Loans Payable

Equity

(Right Side / Credit Balance)

  • Owner's Equity
  • Common Stock
  • Retained Earnings

Revenue

(Right Side / Credit Balance)

  • Sales Revenue
  • Service Revenue
  • Rental Income

Expenses

(Left Side / Debit Balance)

  • Rent Expense
  • Salary Expense
  • Utilities Expense
  • Supplies Expense
  • Depreciation

Why the General Ledger Matters

1

You Can See Account Balances at a Glance

Instead of searching through hundreds of journal entries, you flip to one page and see the Cash balance.

2

You Can Verify Accuracy

After posting, you can prepare a trial balance (total all debits vs. all credits). If they don't match, you know there's an error.

3

You Can Prepare Financial Statements

The balances in the general ledger become the numbers in your income statement and balance sheet.

4

You Can Track Changes

You can see the complete history of every account—every debit and credit that affected it.

Key Takeaway

The general ledger takes transactions recorded chronologically in the journal and reorganizes them by account. This allows you to see account balances, verify accuracy, and prepare financial statements. It's the essential bridge between recording transactions and reporting financial results.

Test Your Understanding

1. What is the purpose of posting journal entries to the general ledger?

2. After posting a journal entry (Cash debit $2,000 / Service Revenue credit $2,000), which accounts are affected in the ledger?

3. You post three journal entries to the Cash account. The debits total $10,000 and the credits total $4,000. What is the Cash balance?

4. In a general ledger, what does the 'Ref' column typically show?

5. True or False: In modern accounting software, you have to manually post journal entries to the general ledger.

Ready to Practice?

You now understand how the general ledger organizes transactions. The Practice Lab is where you'll see it in action—record journal entries and watch them post to the ledger in real-time.

Try the Practice Lab

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