Several parameters are optional when creating a financial account ledger.
The following table outlines the default parameters for each account type based on standard accounting practices.
Any of the parameters can be overridden when creating a financial account ledger.
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/v0/journal-entries","href":"/api-reference/journal-entries/update-multiple-journal-entries"},{"title":"Delete a Journal Entry","openapi":"DELETE /v0/journal-entries/{journal_entry_id}","href":"/api-reference/journal-entries/delete-a-journal-entry"},{"title":"Delete multiple Journal Entries","openapi":"DELETE /v0/journal-entries","href":"/api-reference/journal-entries/delete-multiple-journal-entries"},{"title":"List all Journal Entries","openapi":"GET /v0/journal-entries","href":"/api-reference/journal-entries/list-all-journal-entries"},{"title":"Create a Journal Entry","openapi":"POST /v0/journal-entries","href":"/api-reference/journal-entries/create-a-journal-entry"},{"title":"Create multiple Journal Entries","openapi":"POST /v0/bulk/journal-entries","href":"/api-reference/journal-entries/create-multiple-journal-entries"}]},{"group":"Ledgers","pages":[{"title":"List all Ledgers","openapi":"GET /v0/ledgers","href":"/api-reference/ledgers/list-all-ledgers"},{"title":"Get a 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/v0/journal-entries/{journal_entry_id}/line-entries","href":"/api-reference/line-entries/list-all-line-entries-in-a-journal-entry"},{"title":"List all Line Entries in a Ledger","openapi":"GET /v0/ledgers/{ledger_id}/line-entries","href":"/api-reference/line-entries/list-all-line-entries-in-a-ledger"}]},{"group":"Platform","pages":[{"title":"Retrieve Platform","openapi":"GET /v0/platform","href":"/api-reference/platform/retrieve-platform"},{"title":"Retrieve an Instance","openapi":"GET /v0/platform/instances/{instance_id}","href":"/api-reference/platform/retrieve-an-instance"},{"title":"Create an Instance","openapi":"POST /v0/platform/instances","href":"/api-reference/platform/create-an-instance"},{"title":"Update an Instance","openapi":"PUT /v0/platform/instances/{instance_id}","href":"/api-reference/platform/update-an-instance"},{"title":"Update an Instance's subscription","openapi":"PUT /v0/platform/instances/{instance_id}/subscription","href":"/api-reference/platform/update-an-instance's-subscription"},{"title":"Delete an Instance","openapi":"DELETE /v0/platform/instances/{instance_id}","href":"/api-reference/platform/delete-an-instance"},{"title":"List all Instances","openapi":"GET /v0/platform/instances","href":"/api-reference/platform/list-all-instances"}]},{"group":"Reconciliations","pages":[{"title":"List Reconciliations","openapi":"GET /v0/reconciliations","href":"/api-reference/reconciliation/list-reconciliations"},{"title":"Create a Reconciliation","openapi":"POST /v0/reconciliations","href":"/api-reference/reconciliation/create-a-reconciliation"},{"title":"Fetch a Reconciliation","openapi":"GET /v0/reconciliations/{reconciliation_id}","href":"/api-reference/reconciliation/fetch-a-reconciliation"},{"title":"Update a Reconciliation","openapi":"PUT /v0/reconciliations/{reconciliation_id}","href":"/api-reference/reconciliation/update-a-reconciliation"},{"title":"Delete a Reconciliation and all later reconciliations on the same ledger","openapi":"DELETE /v0/reconciliations/{reconciliation_id}","href":"/api-reference/reconciliation/delete-a-reconciliation-and-all-later-reconciliations-on-the-same-ledger"},{"title":"Fetch Journal Entries for a given reconciliation","openapi":"GET /v0/reconciliations/{reconciliation_id}/journal-entries","href":"/api-reference/reconciliation/fetch-journal-entries-for-a-given-reconciliation"},{"title":"Fetch Journal Entries for the next reconciliation in a given ledger","openapi":"GET /v0/ledgers/{ledger_id}/reconciliations/unreconciled/journal-entries","href":"/api-reference/reconciliation/fetch-journal-entries-for-the-next-reconciliation-in-a-given-ledger"},{"title":"Get the last completed reconciliation for each ledger","openapi":"GET /v0/reconciliations/last-completed","href":"/api-reference/reconciliation/get-the-last-completed-reconciliation-for-each-ledger"},{"title":"Bulk update reconciliation journal entry status","openapi":"PUT /v0/bulk/reconciliations/{reconciliation_id}/journal-entries","href":"/api-reference/reconciliation/bulk-update-reconciliation-journal-entry-status"}]},{"group":"Reports","pages":[{"title":"Retrieve the Income Statement","openapi":"GET /v0/reports/income-statement","href":"/api-reference/reports/retrieve-the-income-statement"},{"title":"Retrieve the Balance Sheet","openapi":"GET /v0/reports/balance-sheet","href":"/api-reference/reports/retrieve-the-balance-sheet"},{"title":"Retrieve a ledger statement","openapi":"GET /v0/reports/ledger-statement","href":"/api-reference/reports/retrieve-a-ledger-statement"},{"title":"Retrieve the Cash Flow Report","openapi":"GET /v0/reports/cash-flow","href":"/api-reference/reports/retrieve-the-cash-flow-report"},{"title":"List cash flow totals by period","openapi":"GET /v0/reports/cash-flow-totals","href":"/api-reference/reports/list-cash-flow-totals-by-period"},{"title":"List top expenses","openapi":"GET /v0/reports/top-expenses","href":"/api-reference/reports/list-top-expenses"},{"title":"List net profit by period","openapi":"GET /v0/reports/net-profit-by-period","href":"/api-reference/reports/list-net-profit-by-period"},{"title":"List gross profit by period","openapi":"GET /v0/reports/gross-profit-by-period","href":"/api-reference/reports/list-gross-profit-by-period"},{"title":"List financial summaries by period","openapi":"GET /v0/reports/financial-summaries-by-period","href":"/api-reference/reports/list-financial-summaries-by-period"},{"title":"Retrieve multiple cash flow reports for a given range","openapi":"GET /v0/reports/cash-flow/range","href":"/api-reference/reports/retrieve-multiple-cash-flow-reports-for-a-given-range"},{"title":"Retrieve the balance sheets for a given range","openapi":"GET /v0/reports/balance-sheet/range","href":"/api-reference/reports/retrieve-the-balance-sheets-for-a-given-range"},{"title":"Retrieve the income statements periods for a given range","openapi":"GET /v0/reports/income-statement/range","href":"/api-reference/reports/retrieve-the-income-statements-periods-for-a-given-range"},{"title":"Retrieve the General Ledger Report","openapi":"GET /v0/reports/general-ledger","href":"/api-reference/reports/retrieve-the-general-ledger-report"}]},{"group":"Tags","pages":[{"title":"Delete a tag group","openapi":"DELETE /v0/platform/tag-groups/{tag_group_id}","href":"/api-reference/tags/delete-a-tag-group"},{"title":"Update a tag group","openapi":"PUT /v0/platform/tag-groups/{tag_group_id}","href":"/api-reference/tags/update-a-tag-group"},{"title":"List all tag groups","openapi":"GET /v0/platform/tag-groups","href":"/api-reference/tags/list-all-tag-groups"},{"title":"Create a tag group","openapi":"POST /v0/platform/tag-groups","href":"/api-reference/tags/create-a-tag-group"},{"title":"List all tag rules","openapi":"GET /v0/tags/rules","href":"/api-reference/tags/list-all-tag-rules"},{"title":"Create a tag rule","openapi":"POST /v0/tags/rules","href":"/api-reference/tags/create-a-tag-rule"},{"title":"Delete a tag rule","openapi":"DELETE /v0/tags/rules/{tag_rule_id}","href":"/api-reference/tags/delete-a-tag-rule"},{"title":"Retrieve a tag","openapi":"GET /v0/tags/{tag_id}","href":"/api-reference/tags/retrieve-a-tag"},{"title":"Delete a tag","openapi":"DELETE /v0/tags/{tag_id}","href":"/api-reference/tags/delete-a-tag"},{"title":"List all tags","openapi":"GET /v0/tags","href":"/api-reference/tags/list-all-tags"},{"title":"Create a tag","openapi":"POST /v0/tags","href":"/api-reference/tags/create-a-tag"}]},{"group":"Transaction Sources","pages":[{"title":"Delete Ledger Transaction Source","openapi":"DELETE /v0/sources/ledgers/{ledger_id}","href":"/api-reference/transaction-sources/delete-ledger-transaction-source"},{"title":"Update Ledger Transaction Source","openapi":"PUT /v0/sources/ledgers/{ledger_id}","href":"/api-reference/transaction-sources/update-ledger-transaction-source"},{"title":"Link Plaid Account","openapi":"POST /v0/sources/plaid","href":"/api-reference/transaction-sources/link-plaid-account"},{"title":"Get Plaid Link Statuses","openapi":"GET /v0/sources/plaid/links/status","href":"/api-reference/transaction-sources/get-plaid-link-statuses"},{"title":"Create a Transaction Source Account","openapi":"POST /v0/source-accounts","href":"/api-reference/transaction-sources/create-a-transaction-source-account"},{"title":"Update a Transaction Source Account","openapi":"PUT /v0/source-accounts/{source_account_id}","href":"/api-reference/transaction-sources/update-a-transaction-source-account"},{"title":"Delete a Transaction Source Account","openapi":"DELETE /v0/source-accounts/{source_account_id}","href":"/api-reference/transaction-sources/delete-a-transaction-source-account"},{"title":"Get Transaction Source Accounts","openapi":"GET /v0/source-accounts","href":"/api-reference/transaction-sources/get-transaction-source-accounts"}]},{"group":"Transactions","pages":[{"title":"Create Transactions","openapi":"POST /v0/source-accounts/{source_account_id}/transactions","href":"/api-reference/transactions/create-transactions"},{"title":"Delete all Transactions in a Source Account","openapi":"DELETE /v0/source-accounts/{source_account_id}/transactions","href":"/api-reference/transactions/delete-all-transactions-in-a-source-account"},{"title":"List a Source Account's Transactions","openapi":"GET /v0/source-accounts/{source_account_id}/transactions","href":"/api-reference/transactions/list-a-source-account's-transactions"},{"title":"List Transaction Processing Tasks","openapi":"GET 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/v0/source-accounts/{source_account_id}/transactions","href":"/api-reference/transactions/bulk-update-multiple-transactions"}]}]},{"group":"API Migration","pages":[{"group":"Migration Guides","pages":[{"title":"Transaction Source Account","href":"/api-reference/migrations/transaction-source-accounts"}]},{"group":"Deprecated Endpoints","pages":[{"group":"Categorization Rules","pages":[{"title":"List all Platform rules","openapi":"GET /v0/platform/categorization/rules","href":"/api-reference/categorization/list-all-platform-rules"},{"title":"Create a Platform rule","openapi":"POST /v0/platform/categorization/rules","href":"/api-reference/categorization/create-a-platform-rule"},{"title":"Delete a Platform rule","openapi":"DELETE /v0/platform/categorization/rules/{rule_id}","href":"/api-reference/categorization/delete-a-platform-rule"},{"title":"List all Instance rules","openapi":"GET /v0/categorization/rules","href":"/api-reference/categorization/list-all-instance-rules"},{"title":"Create 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