Unified view of finances
See balances across accounts and monitor net worth with clean summaries and KPIs.
Now with bulk CSV upload and smart categorization
Personal finance that actually stays organized
Ledgerly gives you a unified view of balances, spending, and net worth. Import in bulk, fix issues fast, and keep everything tidy without spreadsheets.
No credit card requiredSecure by defaultImport from CSV
1,000+
Transactions imported
50+
Categories supported
99.9%
Uptime
24/7
Support
Built for modern users
Fast
Secure
Simple
Reliable
Modern
Accessible
Everything you need, nothing you don't
Clear features that make money management effortless.
Bulk CSV import
Import thousands of transactions at once with validation hints and previews.
Smart categorization
Use rules and quick edits to keep categories consistent for accurate insights.
Transfer awareness
Cross-account transfers are handled cleanly so reports don't double count.
Secure by design
Bank-level security with encrypted data and secure authentication.
Delightfully fast
Responsive UI, accessible components, and instant feedback with toasts and dialogs.
Why choose Ledgerly?
Compare with other personal finance tools.
| Feature | Ledgerly | Others |
|---|---|---|
| Bulk CSV Import | Limited | |
| Multi-Currency | Basic | |
| Transfer Handling | Manual | |
| Real-time Updates | Delayed | |
| Bank-level Security | Standard |
See it in action
Watch how easy it is to get started with Ledgerly.
Demo video coming soon
Get set up in minutes
Start fresh or bring your history. Either way, you'll be organized fast.
1
Create your account
Sign up and secure your workspace.
2
Add accounts
Set opening balances for bank, cards, cash, or loans.
3
Import transactions
Use the bulk CSV upload or add them as you go.
Clear KPIs
Full history
Instant actions
Try the bulk import with our sample CSV: sample_transactions.csv
Loved by organized spenders
What early users say about Ledgerly.
"I imported a year of statements in minutes. Categories and transfers just made sense."
— Priya S.
"The UI is clean and fast. Exactly what I need to stay on top of credit cards."
— Alex G.
"Finally, a tracker that handles multi-account transfers without hacks."
— Marco T.