Documentation

Learn how Ledgora works.

Practical guides for setting up your forecast, importing data, and using Ledgora safely.

Create a profile, accept the required agreements, choose Demo, Fresh Start, or Guided Setup, and open your first dashboard.

Add checking, savings, cash, credit card, or loan accounts. Use balance-as-of dates to prevent older imported transactions from double counting.

Forecasts combine accounts, recurring income, bills, one-time transactions, goal funding, and selected settings to estimate future balances.

Use the transaction hub to add one-time activity, filter by account or source, review imports, and identify recurring patterns.

Importing can save time, but statement formats vary. Always preview and review imported rows before relying on the results.

Store local receipt and invoice files, associate them with accounts and transactions, and review them later without a cloud account.

Create goals, contribute from accounts, schedule recurring funding, view progress, and understand how goals affect available cash.

The calendar shows scheduled activity and projected balances by day so you can understand when low points may happen.

Model a purchase, payment, income event, or other scenario without changing your real ledger.

Ask the assistant to explain forecasts, find subscriptions, summarize cash-flow health, or help navigate the app. Local AI is optional.

Keep regular backups of profiles, databases, receipts, and exports. Store backups somewhere safe and separate from your main device.

Ledgora is offline-first, but your data is still only as safe as your device, Windows account, and backup practices.