Getting started
Getting started
The shortest path from a new account to a useful financial overview.
What is this?
Finance Ledger organises your data into one financial overview: state, important signals and concrete actions.
What do you see?
After activation and sign-in, the system creates your Workspace automatically and first guides you to add data. During the closed beta, access starts with an approved application and an email invitation.
What can you do?
Connect a bank. If that is not possible, import a bank statement or enter starting values manually.
- ✓Start with your main current account.
- ✓Add at least two completed months for comparison.
What does the result mean?
One month provides an initial overview. With two completed months, the system starts comparing changes; a longer history makes trends more reliable.
Finance Ledger presents insights based on entered data and does not provide investment, credit or tax advice.