01
Transaction Calendar
Your home screen — a monthly calendar with a running total of income, expenses, and balance up top.
Tap any day to see what you spent. Add, scan, or import from the same screen.
Built in Alachua County, Florida
Track every dollar in seconds. No bank logins required.
Stay on top of your money without handing over your bank login. Add transactions, scan receipts, build budgets, and spot spending patterns in a private workspace built around the records you choose to upload.
The Ledge loop
Capture, review, and understand your money.
02
Your Month at a Glance
As transactions come in, the calendar fills with activity and the summary reflects your real numbers — income, expenses, and what's left.
Days with spending are marked so you can spot patterns at a glance.
03
Spending by Category
See where your money actually went, broken down by category.
Tap any category to see which transactions are driving the number.
04
Add Manually
Type in cash, a split bill, or anything that didn't come with a receipt.
If it looks like something you already logged, Ledge flags it before you save.
05
Scan a Receipt
Point your camera at a receipt and Ledge reads it — merchant, amount, date, and every line item.
Works with photos from your library too.
06
Confirm the Details
The parsed receipt lands in a review screen where you can fix the merchant, category, amount, or any individual line item.
Nothing saves until you say so.
07
Search & Filter
Find any transaction across your full history by merchant, category, date range, or amount.
Stack filters to get as specific as you need.
08
Filter Results
Every match in one list. Tap any row to edit it, delete it, or view the attached receipt.
Your history updates immediately.
09
Budget by Category
Set a spending limit per category and see at a glance whether you're on track.
Ledge tells you if you're likely to overshoot before the month ends.
10
Savings Goals
Set savings goals with a target amount and track your progress month by month.
Ledge shows how long each goal will take at your current pace.
FAQ
Common questions about Ledge.
What is Ledge for?
Ledge helps you track transactions, review spending, organize categories, and import financial activity from receipts, emails, and statements.
How do I add a transaction?
Add transactions manually or create them from supported import flows like receipt scans, email receipts, Gmail imports, or bank and credit card statements.
What are Merchants and Sources?
This is where you clean up saved merchant and source names, including renaming or merging names that refer to the same place.
Does Ledge learn from my edits?
Yes. Confirmed merchant, category, and type corrections can be remembered for your account so future imports are easier to review.
Can I import receipts?
Yes. Ledge supports receipt-based transaction review, including receipt images and parsed line items when available.
Can I import email receipts?
Yes. Ledge supports forwarded email receipts and Gmail-based receipt imports, with review before saving.
Can I upload bank or credit card statements?
Yes. Ledge supports statement PDF uploads for bank and credit card activity, then lets you review rows before confirming them.
What happens if a receipt and statement match the same purchase?
The statement is treated as the canonical financial record, while receipt details can stay attached as supporting information.
Why do I need to review imported transactions?
Imports can be imperfect, so Ledge keeps review in the loop before saving imported financial activity.