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Self-Assessment Exercise (BETA) created with Claude AI

Quick Start Guide:

1. Start an Assessment Click "Start Assessment" on any module card to begin with guided scenarios.


2. Complete Journal Entries

  • Verify the date and enter a description
  • Select accounts from dropdowns
  • Enter amounts in Debit OR Credit columns
  • Click "Check Balance" then "Check Answer" to verify your solution
  • Click "Post Entry" in the kick out screen to post to the Trial Balance


3. Track Progress

  • Dashboard shows completed scenarios (0/8 total)
  • Trial Balance tab displays all account balances
  • Manually  advance App to to next scenario


Quick Tips:

  • Assets/Expenses = Debit increases
  • Liabilities/Equity/Revenue = Credit increases
  • Debits must equal Credits in every entry
  • Use "Reset All" to start over


Ready to discover if DIY bookkeeping is right for you?



Skills Assessment I (BETA)

Skills Assessment II (BETA)

Known BETA Issues as of 08/31/2025

Dashboard

Currently Testing

Assessment Modules

It is best to Check Answer and then Post your entry from the pop out menu after correct validation. Currently, if an incorrect entry is posted, the assessment must be reset to correct the entry. 

Free Practice

If you use the Free Practice tab for entry practice before the Assessment. Reset All to reset the balance before moving into the modules. The Free Practice tab will become the module Journal Entries once a module is started.

Trial Balance

If the assessment is completed correctly, your final debits and credits will equal $138,500.



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