Your finances,
finally understood.

Ledgr connects to your bank, categorizes every transaction automatically, scores your financial health, and delivers AI-powered insights — all in a private, ad-free app built for people who actually want to know their numbers.

Get Started Free → Try the Demo
LiveBank Sync
27Features
0–100Health Score
$0To Get Started
ZeroAds or Upsells
Ledgr dashboard on iPhone
Ledgr dashboard on desk
❖ Dashboard

Everything at a glance, every month.

The Ledgr dashboard gives you a complete picture of your month — income, spending, net, and a visual breakdown by category — the moment you open the app.

Monthly summary — Income, spent, and net with days left in the month
Spending breakdown — Every category visualized by total spend, color-coded and ranked
Budget progress bars — See every category limit and which ones are over
Goals snapshot — Savings goals and progress visible from the dashboard
Month picker — Navigate any past month to compare spending history
Ledgr budget categories
📊 Budgeting

Smart budgets. Real accountability.

Set monthly limits per category and Ledgr tracks every dollar in real time. Overspent categories are clearly flagged — no surprises at the end of the month.

Budget creation & tracking — Set monthly limits with visual progress bars
Overspent alerts — Categories over their limit flagged in red with exact overage
12-month heatmap — Reveals chronic spending patterns you'd miss month-to-month
AI budget optimization — Claude suggests smarter limits based on your history
Ledgr analytics page
❖ Analytics

Deeper insights. Smarter decisions.

Five analytics tabs give you a complete view of your financial life — from spending pace and merchant trends to AI-generated summaries and goal tracking.

Spending pace — Cumulative spend day-by-day vs. last month
Top merchants — Ranked by total spend with transaction count
Category trends — 3-month momentum per category
Financial Health Score — Live 0–100 score across five factors
AI Financial Summary — Claude analyzes your full picture and surfaces one action for this month
❖ See It All
Ledgr feature overview
❖ Complete Feature List

Everything included.

All 27 features ship in the base app. No premium tier. No gated features. No upsells ever.

Bank sync via Plaid
Transaction tracking
Automatic categorization
Manual category editing
Budget creation and tracking
Budget progress monitoring
Overspending alerts
Spending breakdowns by category
Spending pace analytics
Merchant insights
Recurring charge detection
Financial health score
AI insights & recommendations
Goal suggestions
Action item / to-do tracking
Goal tracking
Net income / spending summary
CSV import
Duplicate transaction scanning
Review-needed workflow
Customizable analytics views
Themes & appearance customization
Font customization
App-wide animations
Dashboard analytics
Privacy-first experience
No ads, no upsells, no engagement tricks
❖ Privacy First

No ads. No upsells.
No engagement tricks.

Your financial data belongs to you. We don't sell it, we don't use it to target you, and we don't build features to keep you hooked.

🔒
Read-Only Bank Access

Ledgr connects via Plaid's read-only API. It cannot move money, initiate payments, or touch your accounts in any way.

🔑
No Passwords Stored

Your banking credentials never touch Ledgr's servers. Plaid handles authentication directly with your bank.

🛡️
Encrypted at Rest

All data is encrypted with row-level security. No other user can ever access your account.

🚫
Zero Ads. Forever.

Your data is never sold, shared with advertisers, or used to target you. No exceptions.

🤖
Your AI Key

AI features use your own Claude API key. Requests go directly to Anthropic — Ledgr never proxies your data.

🧘
No Engagement Tricks

No streaks. No dark-pattern notifications. Open it when you want. Close it when you're done.

❖ How It Works

Up and running in minutes.

No spreadsheets. No exports. No complicated setup. Connect your bank and go.

01
Create an Account

Sign up with your email. No credit card required. You're in the app in under 60 seconds.

02
Connect Your Bank

Link accounts via Plaid. Read-only access — Ledgr never sees your credentials. Supports 12,000+ US institutions. Or import a CSV if you prefer.

03
Transactions Sync Automatically

Your history pulls in immediately and is categorized using your rules. The more you use it, the smarter it gets.

04
Set Budgets & Goals

Define monthly spending limits and savings goals with deadlines — Ledgr calculates exactly how much to set aside each period.

05
Get AI Insights (Optional)

Add your own Claude API key and generate a full personalized financial analysis any time — patterns, risks, wins, and one clear action for this month.

❖ FAQ

Questions, answered.

The things people ask most before signing up.

Ledgr uses Plaid — the same bank connectivity layer used by thousands of financial apps. You authenticate directly with your bank through Plaid's interface. Ledgr never sees your username or password. The connection is strictly read-only.
No. Ledgr uses read-only Plaid access. It can read your transaction history and balances but cannot initiate payments, transfers, or any action on your accounts.
Powered by Claude (Anthropic). You bring your own API key — aggregated financial data is sent directly from your browser to Anthropic's API. Raw transaction descriptions and account numbers are never included. Ledgr never proxies this data.
Any institution supported by Plaid — over 12,000 US banks and credit unions including Chase, Bank of America, Wells Fargo, Citi, Capital One, and most regional banks. If yours isn't listed, you can import transactions via CSV.
Ledgr is free to get started. The AI Summary feature requires your own Claude API key from Anthropic. You pay Anthropic directly; Ledgr takes no cut.
Your score is calculated across five factors: Budget Adherence (30 pts), Savings Rate (25 pts), Spending Trend (20 pts), Goal Progress (15 pts), and Cash Flow (10 pts). It updates automatically with every sync.
Yes. Ledgr ships with 12 color themes, 6 display font options, and 9 individual color pickers. Your preferences sync across devices.
Yes. Export a CSV from your bank and import it directly into Ledgr. The importer auto-detects column headers, deduplicates against existing transactions, and runs your categorization rules on import.

Start understanding your money today.

Connect your bank in 60 seconds. No credit card. No ads. No nonsense.

Get Started Free → Try the Demo