Overview
Dashboard
Net Worth
$0
across all accounts
Income (This Month)
$0
vs last month
Spending (This Month)
$0
vs last month
Budget Health
—
envelopes on track
Cash Flow, Last 6 Months
Spending by Category
Recent Entries View all →
| Date | Description | Category | Account | Amount |
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Register
Transactions
| Date | Description | Category | Account | Amount |
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Envelope System
Monthly Budgets
Assign every dollar a job. Each envelope tracks spending against its category for the current month and rolls unused balance into your available-to-budget total.
Plan Ahead
Budget Calculator
The 50/30/20 Rule
Enter your monthly take-home pay to see a recommended split between needs, wants, and savings — then compare it to what you're actually spending this month.
Recommended Allocation
Enter your income and press Calculate to see your plan.
Auto-Suggest Envelope Budgets
Using the income and split above, Ledgerline can propose a monthly amount for each of your existing categories and save them as envelopes in one step. Existing envelopes will be updated; you can always fine-tune afterward.
Detected Automatically
Recurring & Subscriptions
Monthly Recurring Total
$0
estimated per month
Active Subscriptions
0
detected patterns
Annual Impact
$0
projected per year
Detected Recurring Charges
Long-Term Ledger
Savings Goals
Long Horizon
Retirement Savings
Total Retirement Savings
$0
across all accounts
Monthly Contributions
$0
combined, all accounts
Projected at Retirement
$0
based on calculator below
Retirement Accounts
| Account | Type | Balance | Monthly Contribution |
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Retirement Projection Calculator
Projected Growth
Balance Sheet
Accounts
| Account | Type | Balance |
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Analysis
Reports
Net Worth Trend
Income vs Expense
Spending Breakdown, All Time
Configuration
Settings
Account Security
Appearance
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