Your path describes your context
Your path records details such as state, profession, degree or program, stage, expected or awarded graduation date, and registrations where applicable. The setup flow uses these answers to propose ledgers and tasks. Change an answer from Settings → Your path. The app may show a proposed transition when a path change affects existing ledgers; review the proposed additions, activations, or retirements before saving that transition.
A path answer is not proof of enrollment, placement approval, registration, or completion. Leave unknown details unset. Do not use a checkbox or a logged activity as evidence that an institution approved a placement.
What a ledger represents
A ledger is one set of requirements applied to your records. You may keep a board ledger, a program ledger, and your own custom target side by side. One entry can credit more than one ledger, and the same minutes can appear in more than one ledger's progress. Those totals represent separate requirements; adding them together would count the same work more than once.
Open Ledgers in Settings to see active and inactive ledgers. Open a ledger to review its authority, rule versions, targets, warning details, sources, and progress. An inactive ledger remains in your records but is not shown as active on Home and is excluded from active reports.
Verified figures, placeholders, and your figures
Some supported board or program tracks have sourced figures. Where Accrue lacks verified requirements, it uses a placeholder and identifies the missing figures. You can enter requirements copied from your own source with the requirements editor, but those amounts are yours, not figures verified by Accrue. The app marks them as your figures and shows an unverified status.
Open a ledger and choose its requirements control to enter your own targets or caps where offered. You may also add a custom ledger in Settings. Enter a source note such as a manual section or form name so you can trace where you copied the numbers. Accrue does not propose a missing target.
Opening balances
If you are moving to Accrue with work already recorded, an opening balance stores the amount already on the books for that ledger and its counted categories, plus an “As of” date. It is separate from dated entries. Use figures from the records you are carrying forward; do not enter a guessed estimate.
On the ledger page, open the opening-balance editor and enter the category amounts in hours. If the ledger has a prior-experience limit, the editor identifies that limit and prevents the total balance from exceeding it. Opening balances do not create entries, supervised weeks, site assignments, or supervisor signatures. Date-range summaries report entries within the range rather than adding an opening balance to an arbitrary span.
When your path changes
Changing degree stage, program, or license path can affect which ledger is active and which tasks apply. The app keeps prior records attached to their history and asks you to review a transition plan when needed. A ledger does not silently inherit hours from another phase. Check the current transition proposal, each ledger's counting start, and its source before relying on the new reading.
For how each ledger applies its rules to entries, see How hours count. For estimated finish dates and status labels, see Pace, deadlines, and standing.