Personal Ledger Help

Personal Ledger help you organize your finances, help you consider, analyze and planning them.

If you are new to Personal Ledger, look at the topic "Personal Ledger Overview" The rest of the topics will help you answer the questions that arise while working with Personal Ledger.

For beginners.

Personal Ledger Overview
Key conceptions of the Personal Ledger, its main features and a brief description of what you can find useful.

Useful information.

Accounts
Accounts in the Personal Ledger and their use.
Currencies
How to maintain dictionary of currencies. Currency Codes. How to manage exchange rates. Synchronization of exchange rates over the Internet.
Categories
Categories and their use.
Projects
Projects and their use.
Transactions
Transactions in the Personal Ledger. Create, delete, Autofill. Transfers from one account to another. Composite transactions (splits). How to take into account the quantity (pieces, killogrammy, liters ...), the commission and discounts. Working with the planned transactions, account balance in the present and future.
Planning
Planning transactions. Types of planned transactions, and recurrence intervals.
Reports
Using filters