Getting Started

• Adding Your Bank Accounts Set up the checking, savings, and payment accounts that every transaction in NP Ledger posts against.
• Setting Up Your First Fiscal Year Pick the right 12-month reporting period, and bring your opening balances over cleanly if you're switching systems.
• Setting Up Your Organization Set your nonprofit's name, EIN, and fiscal year so your reports and filings line up.
• Setup Checklist The seven-step path from a brand-new account to your first reconciled, reportable set of books.
• Understanding the Dashboard Your financial home base: cash, fund balances, and what needs attention at a glance.
• Walking Through the Setup Wizard A guided walk through setup — chart of accounts, funds, bank accounts, and opening balances in about ten minutes.
• Welcome to NP Ledger What NP Ledger does for nonprofits, and how to get your books started.