What does the Kind column (credit vs debit) mean?
Last updated
In the CounselPro ledger, the Kind column shows credit or debit. Credit is money into the account (a positive amount), debit is money out (a negative amount).
The Kind column in the transaction ledger tells you which way the money went. It has two values, credit and debit, shown as a colored pill on each row.
What is the difference between a credit and a debit?
It comes down to which direction the money moved for that account:
Credit is money coming into the account, a deposit or a payment received. It shows as a green pill, and the amount is positive.
Debit is money going out of the account, a payment or a withdrawal. It shows as a red pill, and the amount is negative.
An easy way to keep it straight: the Kind always matches the sign of the amount. A positive amount is a credit, a negative amount is a debit, so the green and red in the Kind column line up with the green and red in the Amount column.
Note
Kind follows the account, not the client. A credit is money into that account. Whether that is good or bad for your client depends on the account and the story, so read it alongside the description and the category.
Can I change a transaction's Kind?
Not directly. Kind is set from the amount, so it is not something you type in. If a row shows the wrong direction, the fix is the amount: correct the amount and the Kind follows. Editing an amount also feeds reconciliation, because a changed amount can move whether a statement ties out.
To pull just the money-in or money-out rows, filter the ledger by Kind.
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