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Tutorials: Ledgerly

Learn Ledgerly step by step.

1. Your first household check-up in 5 minutesOpen an example household, run the one-click check-up and learn to read the dashboard — cash flow, findings and what is due next.Beginner 5 min
2. Import your bank statement and compare it with your budgetTurn a CSV export from online banking into categorised transactions, compare them with a monthly plan and find recurring payments you are not tracking yet.Beginner 7 min
3. Subscriptions, contracts and notice deadlinesAudit your subscriptions, get verified cancellation steps and a letter, let Ledgerly compute the last day to cancel each contract and put every date into your calendar app.Intermediate 8 min
4. Mortgage plan B and big decisionsCompare a mortgage with and without extra repayments, plan appliance replacements and use the decision toolbox with variant A and B side by side.Intermediate 8 min
5. Letters, life events and your digital estateDecode deadlines from letters, get a dated checklist for a life event and prepare a digital estate plan for the person you trust — then put it all in your calendar.Intermediate 7 min
6. Reports, snapshots and automationPrint the household report as a PDF, compare monthly snapshots, export CSV, JSON and calendar files, hand tables to other apps and build households with the API and MCP.Advanced 6 min
7. Reconcile bank rows with subscriptions and billsFind possible duplicates and transfers between your accounts, confirm which payment belongs to which subscription or bill, and split a bank row into two categories.Intermediate 6 min

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