Where your money stands
Expenses
Month total
Daily average
Top category
At a Glance — Daily Spend
All Expenses
| Date | Name | Category | Account | Amount |
|---|
Income
Month total
Salary
Yields & interest
All Income
| Date | Source | Category | Account | Amount |
|---|
Accounts & Wallets
Total in accounts
Liquid (wallets + banks)
Credit card owed
Drag a card to reorder within a type; drag a section header to reorder the types. Give an account a @shortcut and a website (in Edit) to route quick-logs and show a logo.
Investments
Total invested
Funds & equities
Crypto
Debts
I owe
Owed to me
Net position
Money I Owe
Money Owed to Me
Note: credit card balances live under Accounts. This page is for loans, IOUs and receivables.
Recurring & Subscriptions
Monthly subscriptions
Recurring income /mo
Recurring expense /mo
Subscriptions
| Service | Cadence | Next charge | Amount |
|---|
All Recurring Entries
| Name | Type | Cadence | Next | Amount |
|---|
Ledger auto-logs these into Expenses/Income when due — including any missed while you were away. Link one to an account/card to auto-adjust its balance.
Settings
Branding & Appearance
Currency
Features
Live Exchange Rates
Auto-fetched (free, no key). Pick a currency to see its current rate, or pin a manual one.
Categories ▾
Add, rename, or remove expense categories. Existing entries keep their label if you delete a category.
Import from CSV / Excel ▾
Bring in an old spreadsheet — GCash/bank exports or your own manual tracker. Ledger auto-detects the columns; you confirm the mapping.
Learned Categories ▾
When you correct a category, Ledger remembers the keyword.
Your Data ▾
Storage mode: Local.