Ledger
Net Worth Report

Where your money stands

Total Net Worth
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Assets
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Debts
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Net
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Drag ⋮⋮ to rearrange · drag an edge to resize — cards auto-fill the grid
Outflows

Expenses

Month total

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Daily average

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based on days elapsed

Top category

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At a Glance — Daily Spend

All Expenses

DateNameCategoryAccountAmount
Inflows

Income

Month total

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Salary

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employment income

Yields & interest

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from investments & deposits

All Income

DateSourceCategoryAccountAmount
Cash Positions

Accounts & Wallets

Total in accounts

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Liquid (wallets + banks)

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spendable now

Credit card owed

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Reorder with the ▲▼ buttons, or drag a card (mouse). 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.

At Work in the Market

Investments

Total invested

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Funds & equities

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manual valuation

Crypto

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prices live
Liabilities & Receivables

Debts

I owe

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Owed to me

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Net position

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receivables − liabilities

Money I Owe

Money Owed to Me

Note: credit card balances live under Accounts. This page is for loans, IOUs and receivables.

On a Schedule

Recurring & Subscriptions

Monthly subscriptions

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Recurring income /mo

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salary, yields, etc.

Recurring expense /mo

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bills + subscriptions

Auto-debit status

Subscriptions

ServiceCadenceNext chargeAmount

All Recurring Entries

NameTypeCadenceNextAmount

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.

Computed from your ledger

Insights

What stands out

Calculated directly from your own entries, with the figures shown. Nothing here is estimated — if the data can’t support a conclusion, it isn’t shown.

Preferences

Settings

Branding & Appearance

Currency

Features

Dashboard widgets
Choose which cards show on each view (Monthly / Yearly / Lifetime).
Budgets & over-spend alerts
Optional monthly caps per category, set below.
Daily spend “At a Glance”
Per-day spend bars on Expenses (monthly view).
Bank logos on accounts
Fetch a logo from each account's website (cached). Falls back to color/emoji.

Live Exchange Rates

Auto-fetched (free, no key). Pick a currency to see its current rate, or pin a manual one.

Fund prices (UITF / NAVPU)

Fund providers block direct browser access, so automatic price fetching has to relay through a third party. The free public relays are frequently rate-limited or down — which is why pasting is the dependable route.

For reliable auto-fetch, deploy Cloudflare’s CORS header proxy example on their free tier (100k requests/day, no card) and paste the URL here. Use {url} where the target goes; if omitted, ?url= is appended. This is tried before the public relays.
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.

People ▾

Everyone shares the same ledger. Add the people who use it — each entry and account records who logged or created it. Choose who you are from the sidebar (the “switch” link).

Your Data ▾

Storage mode: Local.

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