Set up how you want to track your transactions in Realm Accounting.

1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Settings.
2. Select your accounting period.
   1. Fiscal Year Begins — January if you follow the calendar year, or another month if you follow a fiscal year.
   2. Current Period — The current month and year.
3. Enable any of the following that apply:
   • Contribution Posting — Automatically post contribution batches to your general ledger.
   • Paid Registration Events — Automatically post online registration event payments to your general ledger.
   • DioView Connection — Send monthly account totals to your diocese. This is only available if you have integrated with PDS DioView.
4. Select your Transaction Posting Rules if they apply. Learn more in our field descriptions for this section.
5. Set your account segments, which behave as your account number structure. The following are optional, and you can complete them in any order:
   1. Your fund, core account, and department segments are available by default. Click Add Segment to add a custom segment. You can have a maximum of five segments.
   2. To change the number of digits a segment has, select a Length between 1 and 6. The total number of digits among all segments cannot exceed 20. We recommend a length of 2 for funds, 4 for core accounts, and 2 for departments. You cannot select a length that's smaller than an existing segment of that type.
   3. Click within a segment's area and drag it to reorganize it on the segment list.
   4. Click the X when you want to delete a segment. Departments are optional and are perfectly fine to delete if you only want to use funds and core accounts to track transactions.
6. Click Save.