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Setting Up Actuals

"Actuals" in Monitr means your real financial data — the transactions from your accounting software, organised into reports. Before you can trust those reports, three things need to be in place:

  1. A reporting structure — the tree of reporting lines (P&L, Balance Sheet, Cash Flow) that defines how your financials are presented
  2. Account mappings — every GL account assigned to the right reporting line
  3. Clean data — validated with no critical errors

This section covers each of those steps in detail.

Why the reporting structure matters​

Unlike accounting software that generates fixed statutory reports, Monitr lets you define your own reporting structure. This means:

  • Your P&L can show the margins and subtotals that matter to your business
  • You can add or rename lines without touching your chart of accounts
  • Multiple teams can have different views (e.g. management vs. statutory)

Getting the reporting structure right is the single most impactful step in your Monitr setup.

The setup flow​

Connect accounting integration
        ↓
Build reporting structure (from template or scratch)
        ↓
Configure Report Anchors
        ↓
Map GL accounts → reporting lines
        ↓
Run first import
        ↓
Validate data quality
        ↓
Explore reports & dashboards

Each step is covered in the pages that follow.