Help › Bookkeeping
Read the Books Health panel
Books Health is Talisk's standing check on your bookkeeping: unmatched payments, out-of-balance entries, missing categories, and similar issues.
- Go to Ledger › Health (a summary also sits on the Ledger Dashboard).
Each open finding is a card grouped by category with a Why? explanation and a fix action; you can dismiss or snooze ones that don't apply. When everything is clean you get a green all-clear panel. Use Re-check after you've made changes to refresh the findings.
You can also just ask the assistant: "is anything wrong with my books?", and it reads the same findings back to you with what to do and where to go. It only reads them: fixing, dismissing and snoozing still happen here on the panel.
Good to know: Books Health detects issues: it never changes your books on its own. Nothing
posts until you confirm a fix, and findings refresh on a schedule, so click
Re-check after making changes instead of waiting for the next sweep.