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Help › Bookkeeping

Read the Books Health panel

Open this in Talisk HQ

Books Health is TALISK_HQ's standing check on your bookkeeping: unmatched payments, out-of-balance entries, missing categories, and similar issues.

  1. Go to Ledger › Health (a summary also sits on the Ledger Dashboard).

Each open finding is a card grouped by category. A card shows only its title and how serious it is, so the list stays short: click the title row to open it. Open, a card gives you the details, a More Info explanation and a fix action, and 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.

The assistant can go further than the findings list when you ask it why something is off. It can pull the individual entries behind a ledger account, find a specific bank line by description or amount, and re-run the tie-out checks live rather than quoting the last scheduled sweep. So "why is my credit card balance wrong?" gets you the entries that moved it, not just the total. It is still read-only: anything that changes your books is offered as a draft you approve.

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.