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MYLEDGERChart of accounts & the ledger

Remembered segment view

MYLEDGER remembers how you prefer to view tracking categories for each client between sessions.

The problem it solves

Re-selecting the same view every time you open a report is tedious.

How it works

  1. Choose how to view tracking categories.
  2. MYLEDGER saves the preference.
  3. It is applied next time.

What your practice gets

  • Less re-selection.
  • Per-client preference.
  • Consistent views.

Questions accountants ask

Is it saved per client?

Yes.

Can I change it?

Yes, at any time.

Does it change the figures?

No. Only the view.

Features that work alongside remembered segment view.

See it working in your practice.

Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.