EstateAssist - Accounting — Estate accounting ledger for EstateAssist

Estate accounting in EstateAssist, where the executor tracks money coming into and going out of the estate. Tabs split transactions, assets, debts and tax.

The transactions tab opens with three totals (debit, credit and net amount) next to a link to accounting reports. Below, a filter, a date range and a search sit above a plain ledger: date, source, description, reference, debit, credit and gross for each entry, with Add Transaction as the one green button. A guide link under the heading helps with the process.